Adeline (Product Manager) & Sin Wee (Biz Owner)

I knew Syamim through a friend of mine! He has been helpful in giving me and my fiancé his expertise and helping us to plan our overall finances, cash flow and our different life goals. Unlike other advisors, he is a humble guy and will use data to help us gain confidence in planning for our financial milestones. He will prepare all the necessary PowerPoint and explain to us patiently . He is also very knowledgeable and experienced, which made me and my fiancé trust him. I would recommend him to others if they want to start their finances right.

Faizar (Business Owner)

One of the best agents I've ever encountered is Syamim. He consistently produces quality work, and many areas outside the purview of his employment has been in my benefit because of his efforts. He is exceptional because he is incredibly committed and reliable in all he does. I appreciate that he makes an effort to accomplish things like financial planning for my personal milestones and goals which is outside the realm of a typical financial advisor. I would recommend Syamim to anyone who needs financial advise as he is one of the best agents who is professional and efficient in his work.

Hakim (Engineer)

Syamim presented a detailed explanation regarding the importance of financial planning and aligning it to my life goals. This allows me to set out realistic short term and long term milestones. I feel assured with the proposals set out as Syamim plans together with me. On top of that, he is readily available to answer my queries and he actively checks in with me tounderstand if I am meeting my targets. Thank you for the excellent service! Highly recommended.

Joshua (Civil Servant)

Syamim was a recommendation from a colleague of mine, as Syamim had been his advisor for many years. After my first meeting with him, I found that his financial planning for my goals for both my short term and long term were very well done and in-depth. The advice given has been extremely beneficial for me. He was able to show roughly how much I would have if I have saved and how much I required for my specific goals in life, so that I would be able to not worry about my finances. As compared to other financial advisors, Syamim gave a more personal touch I feel. He seemed more genuine and only advised me on what I needed. I felt more comfortable, especially since he was also in my shoes during his NS, and he understood what risks there were and what challenges I may face financially or physically in my line of work. I would definitely recommend meeting Syamim! He is very down to earth and genuine. He looks out for his clients, and regularly checks in to see how we are doing. Definitely would recommend him to others!

Rima (Instructor)

Syamim was my classmate back in JC and a few years after we graduated our respective universities, he told me he was a Financial Consultant and asked if I would like to engage his services. When I told him I was not ready due to the fact that I only just started working, he was patient and accommodating as he did not push me any further. I finally decided to meet him some years later to engage his services and I never looked back since. He was able to tell me what I was doing right, and also what I could do better. He is very knowledgeable and was able to explain to me everything I needed to know. The most important thing that he could do was to be patient with me as I switched jobs (and hence a change in my income) and navigate through some personal issues. While there were a couple of things that he had me do, he was understanding enough when I explained to him my situation at that point of time. All in all he’s a very kind person, and he genuinely wants to help, no matter what stage of life you’re at. Would definitely recommend Syamim!

Prakash (Teacher)

Syamim took the time and effort to find out about me and my needs. Thus, he was able to make good recommendations. I learnt quite a bit on how to track my spending and budget accordingly with my savings and investments in mind in order to reach my personal financial milestones. He was very frank and was not pushy which made me very comfortable with him. I would recommend him to my friends.