Nasran (Early Childhood Teacher)

Meeting Syamim helped me establish a proper system that I could use to ensure accountability of my finances. He made me realise that it is crucial and necessary for me to plan ahead be it short-term or long-term in terms of personal finances. I definitely would recommend this meeting to other people because he ensures that the methods he suggests are applicable to my financial situation as well as provide further insight to better improve my financial literacy. People would definitely benefit from meeting him as he provides a very open and understanding environment when it comes to personal financial aspects like spending and income, and even takes a step further in providing a viable solution that is effective and personalised.

Faiq (Operations)

Throughout the session, I found Syamim to be a very honest and knowledgeable guy. This is my first experience with regards to financial planning and insurance. What I love most is that he is able to help me with the planning of my future milestones such as wedding and housing. This session also helped me to decide on the insurance that suits me well in accordance to my financial situation. I will definitely recommend Syamim to my close friends.

Shafiq (Civil servant) & Hidayah (Healthcare)

Syamim has been a great help to our family when it comes to financial planning. Although we both knew each other personally, he showcased his professionalism and dedication in his work. He will always come prepared for the meet up sessions and has been excellent in planning for our future family goals. Syamim has made us understand better when it comes to insurance and investment and gives very good advice. He is definitely the modern day kind of financial advisor you would not want to miss out on. A very thoughtful and respectful individual too.

Ridhwaan (Analyst)

Syamim have been very helpful in advising me how to manage my finances well. He gave me valuable tools to help see where my expenses go. One of things I like about Syamim’s financial planning is that, he is very clear and concise. He focuses on every detail of my financials and making sure that all factors are taken into account. Unlike other financial planners, Syamim goes the extra mile to plan for my future upcoming expenses like BTO, having a baby etc. He has an excel to show me how much money I need in my CPF OA to manage my monthly housing loan. I would recommend a meeting with Syamim to anyone who wants to learn about managing your money and investing smartly.

Erwin (Asst Executive)

I met syamim through a friend’s recommendation. It was at a time where I needed to kickstart my savings/investment/health plans to secure a better future for myself and the people that I love. I’ve met a few FAs before syamim. Truth be told, some were intimidating and some were pushy to sign the plans. Some were very adamant about their ‘own way of planning’. What I love about Syamim is that he is never pushy. He will answer all your queries and he is not intimidating. He will understand your life’s goals first, before curating a financial plan that suits you. Very knowledgeable about investments and very understanding as an FA. Alas, he is now my friend that I can count on for advices. I recommend you to set a meeting with Syamim to start your financial journey with him. I genuinely believe that he got what it takes to advice you, plan your finances and take care of your investments. I support him 100%, and I trust my financial journey is in good hands.

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.