Rafii (Manager)

My encounter with Syamim was mere coincidence after we struck a conversation on personal finance. Syamim shared on his approach to financial planning which impressed me. After this encounter, I decided to to consult him for my financial planning. Syamim’s experience with diverse client pool and depth of knowledge is priceless and a cut above others. He is meticulous in his work and concise in his communication. As a busy working professional, Syamim is of great assistance. He works closely to set goals and formulate the most efficient and optimal solution with realistic and timely milestones. He proactively provide portfolio updates and market intels that can value add to my personal financial planning. I highly recommend others to have a consultation with Syamim. I am certain it will be worth your time and there will be valuable takeaways.

Farhaan (Civil servant)

I’ve known Syamim since he was serving his national service with SCDF, so when he reached out to me for financial planning, it felt like the right time to get started. What gave me additional confidence was knowing that several of our mutual colleagues already trusted him to manage their finances. Working with Syamim has been a smooth experience—he's always responsive, easy to reach, and takes the time to explain things thoroughly. He breaks down complex financial matters in a way that’s easy to understand, which really helps with making informed decisions. I trust him to guide my financial journey and appreciate the clarity he brings to the process and would definitely recommend his services

Pau (Software Engineer)

I have met many financial consultants, but I have not come across someone as invested as Syamim in educating his clients. He is very knowledgeable and provides advice according to our goals in life, with a detailed blueprint on how to achieve them. I find the regular meet up sessions to review my finances to be the most beneficial as it allows me to reflect on my financial journey so far and adjust accordingly when needed. In addition, he keeps track of my finances to keep me accountable. Syamim's sessions are different from other financial planning sessions I went through so far as all of them tend to focus on selling their products rather than enrich me with knowledge in accordance to my unique situation. I would definitely recommend this meeting to others!

Liz (Engineer)

I met Syamim after being highly recommended by my colleague. I realized that I am at midlife phase where I need more insurance coverage that I have neglected to do so in my tricenarian. Throughout the meetings, I got the expert advise & Syamim not only recommended me essential solutions that I need in long run but also coached me, a financial illiterate in financial planning. This experience was different to other financial planning sessions as Syamim is a knowledgeable financial advisor who looked through my monthly expenditure and savings, then provided advise gearing me towards financial stability in long run. He always came well prepared in each meeting. Unlike many assurance agents who just wanted to achieve sales, Syamim is so different. He genuinely listened in each session to understand my lifestyle and needs, only then he will recommend insurances which are not costly and affordable and best beneficial to me. He even went extra miles out of his job scope to teach me the advantages of creating a will, encourage me to put nominations for CPF and OPG (protect persons who lack mental capacity). I would definitely recommend this meeting to others!

Shazlyn (Homemaker) & Faizal (Pilot)

We were aware of the work that Syamim does after he came in highly recommended by a few relatives. At that point in time, we were looking for an advisor who could relate to us well, explain policies to us clearly and sincerely help us in managing our current and future policies. We switched over to his services after just one meeting because of how detailed and professional he is in his work. He took a lot of time and effort to present the best policies he felt suited our needs and they were spot on. His patience with us and our gazillion questions is also worth mentioning. The PowerPoint presentations that had diagrams with concise information were most beneficial. It provided a clear overview of each policy we currently had and wanted to take up. It was an easy reference point as we tend to easily forget the details of the different policies. It was different to other sessions with other advisors which were merely made up of discussions where the agent goes over the details of the policy verbally again and again. It doesn't stick, and is easily forgettable. With the different tools Syamim uses, we could easily grasp the idea of a policy by just a slide/diagram. It allows us to comprehend things easily and refer to them conveniently. We would a million percent recommend this meeting to others because as a millennial himself, he definitely gets us. He understands and relates to us so well that we look forward to meetings for updates rather than dread them. We truly enjoy the service he provides and the extra mile he always goes for clients. He has our complete trust and rest assured he is the best agent we've ever encountered thus far.

Nureen (Accounts Executive)

Syamim has been very helpful with managing my financial needs and goals. He has managed to curate a plan/goal which suits my needs and spending habits. Syamim has always been patient and helpful with all my enquiries, and also very detailed with his explanations during our meetings. I have learnt how to manage my finance better as I enter adulthood and the working world, and to prepare for old age. I would recommend my friends and family to meet with him to find out more on how they can maximise the funds they have and ensure that they can spend, save and retire sufficiently.