Radhi (Cybersecurity Analyst)

I chose to met Syamim as close friend of mine recommended him to me. Every interaction and financial meeting with him has been beneficial. He provides in-depth yearly financial reviews and he’s been honest and not afraid to tell me where I’m lacking in my financial standing. This is different from some of the other financial planning sessions I have had as he recommends what I need, no fluff. I would definitely recommend meeting Syamim. If you’re looking for an FA who would go extra lengths for you, look no further. Syamim is the one.

Saliha (Research Asssistant)

I have always wondered about my husband's FP - how involved, efficient and invested he is. My insurance agent was originally a friend, who has left the company and he handed over my policies to his colleague. A significant number of years had passed, yet I have never met my new IA and I did not receive any updates on changes in policies. I decided I would like to meet Syamim to have a 2nd opinion, and I was really glad it happened. He was calm, knowledgeable and patiently refreshed the policies I had back then. Planning for both our short and long term goals was the highlight of the meeting for me. Syamim is someone who makes you feel valuable and empower you with the belief that you are capable of change. He supports you in your retirement goals, without neglecting your current and potential needs for the family. I would definitely recommend this meeting to others! It is always good to have a 2nd opinion, and Syamim will shed light on what is the best comprehensive plan according to your needs and financial capacity.

Faiq (Operations)

Throughout the session, I found Syamim to be a very honest and knowledgeable guy. This is my first experience with regards to financial planning and insurance. What I love most is that he is able to help me with the planning of my future milestones such as wedding and housing. This session also helped me to decide on the insurance that suits me well in accordance to my financial situation. I will definitely recommend Syamim to my close friends.

Aqilah (Lab Analyst)

I first met Syamim through my husband who has been his client for the past few years. I wanted to find out more on financial planning after my husband shared with me about it. I was curious on how couples manage their finances and goals together and that is why I wanted to meet Syamim. What I found beneficial was how Syamim explained about investments as well as thinking about wealth distribution which was a topic that was seldom talked about among my friends such as drafting a will and creating a lasting power of attorney. I found that the regular reviews that he gives were also useful in helping me budget and track for my financial goals and milestones. I would definitely recommend Syamim to everyone especially married couples like me and my husband that need to plan for their combined goals.

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!

Shan (Firefighter)

Syamim was referred to me by my childhood friend. It was to do financial planning for my wife and I. Syamim went the extra mile to look into these for me and realized that 1 of my policy was over paid and the benefits was not worth for the amount I was paying. From my experience, most financial advisors will relatively ask you to start investment plans and seldom speak about emergency funds. Syamim was the opposite, he told me to grow my emergency funds first and invest only after that. He has given me a bigger picture on financial planning and choosing the correct policies. Its never 1 option. He always gives minimum of 3 options and a recommended one. That is what we call a zero obligation consultation. We met a few times before deciding on a certain policy. Every meeting with him was a beneficial one. I believe 1 consultation with Syamim is enough to know where you currently stand in your financial profile. I would definitely recommend Syamim to people I know. His knowledge in financial planning is top notch.