Shahrin (Manager)

Before I met Syamim, I had very little knowledge on the importance of having insurance, and financial management. Not only does Syamim guide me on getting the important, and necessary insurance and saving plans, he went above and beyond and assisted me to plan my important milestones such as marriage, family, housing and retirement plans. He is very knowledgeable with regards to insurance, investments and financial management to name a few, and it is clear to me that helping his clients with getting the right policies and financial planning is his passion. I had a different Financial Advisor previously before I met Syamim, and I can confidently say that Syamim is not your average advisor. He is very genuine with his work, and his advice, and he periodically checks up on your financial progress. I feel very comfortable meeting up with him for these sessions as he does not poach me into signing up for any upgrades or plans that I don’t need. In fact, he even encouraged me to only sign up when I feel financially comfortable to do so. With that, I fully recommend Syamim as your financial advisor. His sincerity to help, and his knowledge of the industry and lifestyle makes him one of the best financial advisors out there.

Khair (Systems Engineer)

Syamim was patient in sharing the knowledge regarding financial planning and wealth accumulation. With the plan that was drafted out, I could roughly see which area of my finances I should reduce and how I can plan more for the future. The excel file allowed me to have a more holistic view of my cashflow and how to plan for the goals ahead. Other than the typical financial plans, he also imparted other financial knowledge to me such as credit cards, income tax savings and debt management. I would greatly recommend my friends and family to meet Syamim and understand the importance of financial planning

Adilah & Khai

I met Syamim after he planned with my mom regarding her insurance, I feel that he is great financial planner in terms of how to save, what criteria is important at the current stage of life and recommendation on what to do next. The most beneficial part of the meeting would be the explanation on insurance. As I feel like nowadays, we don’t know when we’re gonna get into an accident/death/illness. Hence, this will greatly benefit my loved ones that I nominated for. Also, the part where he alters the monthly savings required to suit my needs to which I’m comfortable with. We are able to plan financially about our current stage of life as my husband and I are going to be new home owners. So that’s another thing where Syamim has taken into account also. I strongly recommend Syamim to others as he is very knowledgeable in all aspects that we can think of. Investment, saving up, loans and etc. He will be able to draft up a financial plan that caters to our needs and that we’re comfortable starting with. Also, he is able to alter the plan if there was some hiccups in the way which is great! All in all, he really is the best at what he’s doing!!

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!

Syarof (Firefighter) & Seri (Dental Assistant)

We met in a sunday league football team formed during national service. At that time i was still in my early 20’s and didn’t really think that insurance was important. As the years passed, i wanted to know more about financial planning and why was it so important. Syamim was a familiar face hence the reason why i approached him. I have never regretted that decision ever since. Syamim would go the extra mile to explain things, be it by showing slides or by simply drawing on a piece of paper and always made sure that we had our priorities right and that it was fine to take everything one step at a time. He is an amazing FA and a great people person. As my wife sometimes have a hard time understanding, he would take that into consideration and workout a way and present us with our very own personalised portfolio while always ensuring that my wife would understand. I would definitely recommend Syamim as I believe that everyone deserve a FA that not only cares about us financially but also our well being. Always looking forward to having meetings with him as me and my wife can be ourselves and always feel that he always has our best interest. Looking forward to our next meet up with him!

Weijian (Pharmacist)

I met Syamim after being recommended by my wife I found the sessions with Syamim to be beneficial as being similar to our age, Syamim can relate and better advise us pertaining to the problems and goals that we have at this stage of our life. This experience is different compared to other financial planning sessions I had as Syamim spends a lot more effort and time to understand our situation and make pictograms and charts to explain his recommendation and advise to us! I would definitely recommend meeting Syamim, especially for young couples or couples-to-be, planning for marriage, family, BTO!