Atiqah (Patient Service Associate)

I was recommended to Syamim by my partner who was one of his clients. Meeting Syamim allowed me to be disciplined in managing my finances so that I am able to plan for my financial goals within the right time frame. It was helpful as he showed me how much I needed to set aside to reach my desired goals. Every year, I am happy with the progression I have made in my finances. I would definitely recommend Syamim to others wanting to improve their finances!

Akmal (Software Analyst)

I’ve known Syamim since 2013 and he’s always been giving me advice on my finances and career plans informally when we’re out with friends. Once I started working and had lots of questions about adulting it only felt natural to ask him for advice as he’s someone I meet regularly and also someone I could trust. The simplest things like goal setting and financial planning (down to the daily expenditure) are the most helpful to me because it keeps me on track every day and reminds me what my priorities are in life. Syamim also helps me decide on my end goals and suggests all the steps I need to take in between to make it happen. Syamim caters his advice based on my current situation and the things I aim to achieve, instead of providing generic, scripted plans. Our goals change a lot during the course of our lives and he doesn’t turn my opinions/dreams down but always helps to plan the next steps to move forward. He lays all the options down on the table and makes it clear that ultimately I decide on what to do next as there’s no definite right or wrong as long as you’re optimistic and plan ahead. I would definitely recommend meeting Syamim for a quick chat. 10/10

Carlo (Engineer)

I met Syamim for a financial planning consultation, learnt a lot about financial planning and setting goals. He has helped me plan for my personal milestones through an excel and it has allowed me to keep track of my progress as well as know how much exactly to save/invest in order to meet my goals. Highly recommended for anyone who wants a detailed and personalized financial plan.

Prakash (Teacher)

Syamim took the time and effort to find out about me and my needs. Thus, he was able to make good recommendations. I learnt quite a bit on how to track my spending and budget accordingly with my savings and investments in mind in order to reach my personal financial milestones. He was very frank and was not pushy which made me very comfortable with him. I would recommend him to my friends.

Nisha (Researcher)

When I met Syamim, he seemed genuine and not pushy at all. Sessions by other financial planners that I met typically employed hard sell tactics and this makes Syamim different from them. I benefitted a lot from the excel sheets where he mapped out the expected/ideal cash flow per month and how to diversify the free cash flow in various ways. Not only that, he also shared with me on ways to invest within my financial lane.

Mizrahi (Pilot)

Syamim is a highly-motivated professional whose financial knowledge complements his breadth and depth of market trends. Being collaborative in nature, he ensures that his clients meet their financial milestones while keeping their safeguards in check. He is not pushy and hence works best with equally-motivated and goal-oriented individuals. He works together with you and celebrates in your joy; and is dependable in clearing any ambiguity or doubts.