Irdina (HR Executive)

Syamim takes the time to go through in detail about financial planning & the different types of insurance & investments to ensure that I have a clear understanding about what I am getting myself into. He isn’t your typical financial advisor, he goes the extra mile to help you achieve your financial goals/milestones. He will conduct financial reviews with you to ensure that you’re on the right track. Would highly recommend anyone, especially new hires to get in touch with Syamim to understand the importance of financial planning!

Izzat (Pilot) & Tiara (Homemaker)

I was introduced to Syamim by a friend who gave good reviews about him. We both immediately clicked during our first meeting via zoom call. I felt comfortable talking to him throughout the meeting as he was easy-going and patient. He explained everything in detailed (including well-drawn illustrations which were easy to understand for someone like me who had no prior knowledge on financial planning) and provided valuable knowledge that I never knew existed. He was also not pushy or hard selling like some financial advisors whom I have met before him. He keeps in touch with me and does regular reviews to make sure I am on track with my financial and personal goals. This really shows his dedication in having his clients’ best interests at heart and his passion in his career, which I really admire. I truly appreciate the additional efforts he put in to meet my needs and he is constantly there to clarify any of my doubts while also answering questions on financial planning and investments. What he does is selling lifetime financial security not just for myself but for my loved ones too. I highly recommend Syamim and he should be the number one choice as your financial advisor. Do not look further!

Ainnie (Stage manager)

I choose Syamim after seeing my fiancé take charge of his finances and seeing him planning for the future inspires me to do the same. I personally like how Syamim personalized my financial plan without being pushy and he ensures that I am on track with my personal goals. As me and my fiancé are moving to the next chapter in our lives, I feel Syamim is the best person to really understand and plan for our finances towards financial freedom.

Syafiq (Undergraduate)

My search for a financial advisor (FA) took almost a year. I was finding a financial advisor that was not only meticulous and effective but also down to earth. Syamim was a perfect fit and I never regretted taking up his services ever since then. Syamim knows what is best for his clients and ensures that his client’s expectations are met., Personal finance budget and goal setting was the most beneficial part of the meeting. Syamim analysed and took into consideration all of my finances. Documents were setup for a better visualisation of the plans. This allowed me to have a better understanding of my finances. As a student, there were limitations to the planning, but we managed to come up with a student friendly plan. All of the goals were revisited each year to ensure that I was on track. He was never shy of sharing any financial advice that would help me achieve my goals and also to improve my spending habits. I would definitely recommend this meeting to others.

Aktar (Analyst)

I’ve known Syamim for about 10 years now. The biggest thing I appreciate about him as a financial planner is how he has never leveraged on our personal relationship to be pushy. Instead, he was extremely clear and detailed in his breakdown of what options were available to me. Syamim then tailored his recommendations to what fit my risk profile and financial goals. This built a good foundation of trust and confidence in him as a financial planner. Beyond this, we have had many exchanges which has aided me in both my professional and personal development. I cannot recommend him enough!

Ignatius (Civil servant)

I first met Syamim in JC. I found the planning and considerations of my timeline to be the most beneficial part of the meeting. This experience with Syamim was more professional compared to other financial planning sessions that I had took part in. I would definitely recommend this meeting to others.