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. |