Shifan (NSF)

I came to know about bro Syamim since a few years back because he has been a financial advisor for both my sister and my bro-in law for quite awhile. As I am now entering the young adulthood phase, I realise that I am in real need of financial planning and advice for my future. That is why both my sister and bro-in law had recommended him to me as they felt that he would be the right person to give me the best financial advice regarding my future plans. Of course I can trust my family and that is why I chose to meet Syamim. The meeting was very beneficial for me as he was sharing with me lots of things that I felt I was lacking knowledge in, for my future life. But the thing that was the most eye opening for me was when he was drafting up my financial plans for the short-term, mid-term and long-term funds. He made me understand that living an comfortable life in the future is not easy unless I have some discipline in my financial activities. A person my age (21) is most likely to spend lots of money unnecessarily due to going out with friends, or buying clothes and eating good food etc.. But after Bro Syamim showed me how much I need to save for the future, I realised that I should learn to be more disciplined with my expenses. This way, my life in the future will be more relaxed and I don’t have to worry or struggle with the fact that I am lacking in money for my future expenses, such as wedding, cost of a child, and purchasing of a new house in the future etc.. I have had consulted another financial planner before a year ago. However, that financial planner was not providing me advice that was as forward thinking as the advice Bro Syamim had provided me. The other financial planner was more focused in getting me to invest my money, without having me to prioritise getting insurance in the first place. However, with Bro Syamim, he prioritised the security of my savings by having me to focus more on getting an insurance first, and then focus on investing. That’s why I felt my experience with Bro Syamim is more beneficial than his. I will most definitely recommend Bro Syamim to anyone around my age as I feel that this is the perfect time to gain some financial knowledge and apply it to their life. It will benefit them in their life now and in the future. I believe that you can trust Bro Syamim to give you the relevant advice that will benefit you the most.

Fattimah & Aydan (Senior Lecturer & Son)

Syamim has provided a holistic approach of life and medical insurances, investments and savings goals for me and my son by; • consolidating my policies from 4 other financial companies so that I could see the big picture • drawing out a timeline based on my son's and my life’s milestones • showing me the gaps in my long-term planning and recommended viable options • supporting me to embark on a more robust investment strategy. Although I am risk-averse, his knowledge and experience has assured me to be more confident • actively monitoring my investments and providing timely advise in the midst of uncertain market • advising me on ceasing of policies which were not beneficial • assisting me in applying for my claims • providing me with pertinent information on LPA, will and nominations and going the extra mile of not only providing the forms but filling up the necessary information and providing the stamped envelopes. He is professional, knowledgeable and has a positive and sincere attitude. His patient demeanour made it easy for me to share my plans and objectives. I would definitely recommend him as I am sure that he would be able to enhance others seeking to optimize their financial status and living quality and also protect their assets and lives.

Haidar (Customer Success Manager)

I have known Syamim on a personal level for a couple of years through mutual friendship. In our first meetup, Syamim's tech-savvy preparation and vast knowledge on all personal financial planning aspects left me thoroughly impressed. It was easy to understand and never felt intimidating, even for a guy like me who only knew basic terms. I would strongly recommend anyone who is keen to map out their short and long term financial goals with Syamim, who's attention to detail, listening skills and honest approach will lead the nervy experience of financial planning into a highly insightful one. Keep up the outstanding work Syamim!

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.

Adeline (Product Manager) & Sin Wee (Biz Owner)

I knew Syamim through a friend of mine! He has been helpful in giving me and my fiancé his expertise and helping us to plan our overall finances, cash flow and our different life goals. Unlike other advisors, he is a humble guy and will use data to help us gain confidence in planning for our financial milestones. He will prepare all the necessary PowerPoint and explain to us patiently . He is also very knowledgeable and experienced, which made me and my fiancé trust him. I would recommend him to others if they want to start their finances right.

Naufal (Data Analyst)

I chose to meet Syamim after a close friend recommended him and spoke highly of his approach. I was also looking for another advisor I could truly trust with my policies. The most beneficial part of our meeting was the comprehensive breakdown of my current financial portfolio. Syamim highlighted what I already have in place, what I’m lacking, and helped me map out clear goals for the future. It was an eye-opening and practical discussion that I believe would benefit others my age as well. Compared to previous financial planning sessions I’ve had, this experience stood out. Syamim genuinely took the time to understand my financial situation and showed real care and effort in helping me improve it. It felt personalized, thoughtful, and sincere. I would definitely recommend this meeting to others.