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.

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!

Ian (Music Teacher)

I chose to meet Syamim because he comes across as an amicable, friendly and patient person. I find the meeting with him to be non pressuring, relaxed and we are able to share about any other interests, topics and concerns. He is able to give practical financial advise outside of the policies he is selling, just like how a friend would. I would recommend this meeting to others, as it will also encourage and empower people to think for their own finances, as they partner with Syamim, for better in their financial management.

Syafiq (Police Officer)

Syamim is very transparent with his services. Among other things, I like that he helps me monitor and my investment performance consistently as I may not always have the time to do it. As many have a hard time trusting financial advisors, Syamim starts with our goals instead of his. He will discuss with us to see what suits best for us. I would definitely recommend all of you to meet Syamim. My friends and families that I've recommended to Syamim came back with good experience and all of them mentioned that their previous other financial advisors have not been there for them throughout their journey in financial planning unlike Syamim.

Omar (Marketing)

Syamim he was referred to me by a few close friends who assured me that he would not be aggressive or very insistent, which was something that I have not liked when it came to previous experiences with financial advisors. Syamim's sharing was straightforward and easy to digest. The information that was put in front of me helped me to assess my current financial situation and helped me look ahead to chart my path. Syamim's sessions were very relaxing and he is very approachable as he is open to giving you honest advice, which I appreciate. This was very different than other sessions I had with other advisors. I would definitely recommend this meeting to others! If you have had bad experiences with other financial planners, put your preconceived notions aside and speak with Syamim, you might be pleasantly surprised!

Liyana (Lab officer)

Passively growing my money was something I have always wanted to do but I have no knowledge of how to go about doing it. Meeting with Syamim, he shared with me the different options I have in terms of wealth accumulation and the pros and cons in each choice. He helped me with the estimations in accordance to my timeline and budget which I would not have known how to accurately calculate on my own, so it was great that I have him to help me out with that. I learned that it’s important to start early when financially preparing for retirement. The later you start, the more costly it will be for you to reach your goal. It is also important to be aware of what you are comfortable with when investing your own money and to weigh the risk and benefits of different investment options. Syamim helped me with the different calculations that allowed me to invest comfortably yet have enough for my expenses, lifestyle and other goals. I would recommend others to have a meeting with Syamim as he is well versed in what he does. He customises his presentations well to your profile and his explanations are relatively easy to comprehend and most importantly he ensures that you are comfortable when it comes to talking about finances. He broadens your understanding in the importance of financial/risk/wealth management.