Hakim (Teacher)

When looking for an FA, I wanted someone who would be able to value add to my knowledge and Syamim was able to do just that. His extensive knowledge on financial planning and patient demeanour made it a no brainer to choose him as my FA. On top of that, Syamim never fails to ensure my queries are answered promptly and is proactive in offering a variety of solutions, including ones that may not be related to the products he is offering. From his actions, it is clear that Syamim’s intentions lie in looking out for his client’s financial well-being and not solely for his personal gain. The financial roadmap Syamim provided was useful in helping me visualize the various financial milestones, and this was accompanied by his recommendations of a financial plan tailored to my needs/goals. Beyond the first meet-up, Syamim regularly checks in and provides yearly reviews to ensure that my evolving financial needs are constantly being attended to. Syamim has been a joy to work with. Do not hesitate to contact him for your financial needs!

Nabihah (Shipping Executive)

I was introduced to Syamim by my husband when we decided to do combined financial planning after getting married. The session was very insightful, with useful information presented in a way that made it easy to understand our cash flow and clearly project our future goals. What stood out to me was how well Syamim knew his facts and explained everything in a concise and structured manner. Unlike other experiences I’ve had, he was not pushy and did not try to upsell, which made the session feel comfortable and genuinely focused on our needs. I would definitely recommend meeting Syamim to others.

Izzat (Pilot) & Tiara (Homemaker)

I was introduced to Syamim by a friend who gave good reviews about him. We both immediately clicked during our first meeting via zoom call. I felt comfortable talking to him throughout the meeting as he was easy-going and patient. He explained everything in detailed (including well-drawn illustrations which were easy to understand for someone like me who had no prior knowledge on financial planning) and provided valuable knowledge that I never knew existed. He was also not pushy or hard selling like some financial advisors whom I have met before him. He keeps in touch with me and does regular reviews to make sure I am on track with my financial and personal goals. This really shows his dedication in having his clients’ best interests at heart and his passion in his career, which I really admire. I truly appreciate the additional efforts he put in to meet my needs and he is constantly there to clarify any of my doubts while also answering questions on financial planning and investments. What he does is selling lifetime financial security not just for myself but for my loved ones too. I highly recommend Syamim and he should be the number one choice as your financial advisor. Do not look further!

Fatima (Pharmacist) & Khai (Engineer)

I met Syamim through my husband as I wanted to engage the services of a financial consultant that can manage both my personal finances and shared finances with my husband. I was hesitant at first as I already had a financial consultant before meeting Syamim but after hearing about his excellent services, I decided to give it a try. I was pleasantly surprised during the first meeting with Syamim - he is a knowledgeable consultant yet breaks it down such that it is easier for me to understand the different insurance policies and financial tools that are available. He provides options and plans/ideas tailored specifically to my finances and lifestyle. He also always ensures that I have a holistic understanding of my financial landscape and goals in life. I highly recommend Syamim to anyone who is looking for a competent financial consultant who is dedicated and thorough in his work.

Ashik (Engineer)

Unlike the many financial advisors I have had meetings with, Syamim has never been pushy and is genuinely concerned about my financial needs and situation. With his cheerful demeanour, it's always a pleasure to have coffee with him and each time, I walk out having learnt something new. One thing that I admire about him is that he is always a text/phone call away and he attends to your queries immediately. I am actually very touched with his sincerity when he once told me that I wasn’t actually ready to purchase any protection plans yet and advised me to get a stable income first. I would have at least met 5-6 financial advisors before him and all of them were trying to get me to purchase something from them. If you want someone who is honest and transparent, Syamim is the right one!

Dira (Retail) & Syazwan (Civil Servant)

Syamim has helped us plan our finances, which has been very useful, especially after having our newborn daughter. Prior to planning to have a child, Syamim made the effort to explain how having a child will change our financial situation significantly. With that, he gave tips and advices which made us confident that we could go ahead and plan to start a family. Syamim has been very thorough with his explanation on the policies & he understood the needs that we were looking for. I would definitely recommend these meetings to others!