Kashif (Teacher) & Salwa (IT Operations)

We knew Syamim to be very genuine, easy-going, and kind, which were attributes we were eagerly looking for in our Financial Advisor. Word of mouth through friends also revealed that he was exceptionally knowledgeable and wise regarding finance. So far in our experience with Syamim after working with him for more than a year, he has shown to have exceeded the very high hopes we had for him. Syamim has helped us understand finance and investments through very clear and concise explanations that help us to make much more informed decisions. He also has made very elaborate financial plans curated carefully for our own specific needs and financial situations. The care and thought he has put into planning our finance truly make us feel as though we are his only clients even though he has to handle a seemingly overwhelming number of financial portfolios and clients. His financial plans for us are very clear and manageable to execute. This helps us easily navigate the year with clear goals and methods he has taught us, to ensure financial comfort and security. An aspect we deeply appreciate too is that Syamim is never pushy or forceful of anything. He gives us the plain facts and allows us to pursue the insurance plans we desire. While other financial advisors may be persistent with trying to sell you a variety of insurance plans over time for their personal benefit, Syamim has never once tried to sell us anything more than the basic necessary plans we needed. His good character, extensive wisdom and knowledge in finance, and being someone who genuinely only desires the best for his clients, makes Syamim an absolutely must recommend for anyone looking to navigate the harsh world of financial planning. He will make the seemingly daunting experience of planning for your future, a simple and smooth one.

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!

Shafiqah (Executive)

I met Syamim when I signed up for one of his financial guide books online I found the most beneficial part of the meeting to be the allocation of my financial budget, planning my financials to better understand how to reach my financial goals during these volatile period. I have switched 4 to 5 FA(s) (or forced to, due to FA resigning and was reassigned to other FAs which I have not seen or met them) until I met Syamim. He was different as he stayed in contact and always updates me every year since 3 years ago. I would recommend this meeting to others, but unfortunately, some of my friend are FAs too. However, I would recommend other who are in search or are lost in their financial journey in life, well I know I was.

Khairulnizam (Business Owner)

Syamim is an outstanding advisor with an unmatched work ethic. He is empathetic to my financial circumstances and very detailed in his approach to chart a systematic plan towards financial stability and ultimately; freedom. If I can sum up Syamim in one word, it would definitely be 'PREPARATION'. Be prepared to take your first steps to a valuable life.

Syahril (Undergraduate)

I met Syamim when I was planning for my future and he was the first few advisors that I met with experience. The most beneficial process of the meeting was the planning of my life in stages. He understands my needs and has great attention to detail. Syamim is knowledgeable in his field and would explain things clearly when I am in doubt. He is not pushy and understands my current needs. I would recommend others to meet Syamim even if you are not getting anything, as his advices are very useful when planning for the future.

Haziq (Senior Manager)

Syamim is meticulous in his work and ensures that he covers all grounds when guiding me in drawing up my financial goals. He is not afraid to ask the tough questions and is highly skilled in planning and helping me manage my life goals. There is no doubt that Syamim’s success is a testament to his hardwork but the heart and sincerity that he puts in his engagement with clients makes it much more meaningful and reassuring, especially given the difficult climate that we live in today.