Azalea (HR Executive)

Seasoned financial advisors are aplenty but few are able to provide a service of great efficacy. I was "transferred" to Syamim as my new financial advisor. Speaking about your finances to a stranger (then) can be daunting. It doesn't take a while for anyone to realise his passion to creating the best plausible financial circumstances to his clients. He breaks down big explanations into bits and pieces for me to digest easily. He is forthcoming to take on any doubts raised. His style of cutting through the noise enables me to understand recommendations proposed and with his calm demeanour, to explain them candidly. His unwavering commitment has proven to give me a primer to read on other aspects of financial management. So if you are looking to get your finances in tip top health, and be emboldened to take charge of it, I recommend Syamim. All the best!!

Syarof (Firefighter) & Seri (Dental Assistant)

We met in a sunday league football team formed during national service. At that time i was still in my early 20’s and didn’t really think that insurance was important. As the years passed, i wanted to know more about financial planning and why was it so important. Syamim was a familiar face hence the reason why i approached him. I have never regretted that decision ever since. Syamim would go the extra mile to explain things, be it by showing slides or by simply drawing on a piece of paper and always made sure that we had our priorities right and that it was fine to take everything one step at a time. He is an amazing FA and a great people person. As my wife sometimes have a hard time understanding, he would take that into consideration and workout a way and present us with our very own personalised portfolio while always ensuring that my wife would understand. I would definitely recommend Syamim as I believe that everyone deserve a FA that not only cares about us financially but also our well being. Always looking forward to having meetings with him as me and my wife can be ourselves and always feel that he always has our best interest. Looking forward to our next meet up with him!

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!

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!

Zulaikha (Teacher)

I met Syamim through recommendation by a friend and since then, we clicked well and he was easy to talk to. I found his explanation to be very detailed and clear, making sure I fully understand all the proposals. My experience with Syamim was different from other financial advisors I met as Syamim was very transparent and understanding of my financial status. I would definitely recommend meeting Syamim

Jeeha (Teacher) & Faiz (Shipping)

We chose to meet Syamim as he is someone that we know and was familiar with. He is very knowledgeable about financial planning and curated different plans well to fit into our budget as well as our needs. Syamim keeps up to date with us and conducts yearly reviews. He will make a portfolio for you and make sure your needs and goals are met for the past year. He plans ahead for us and keeps us in check for our financial well-being We definitely would recommend Syamim to others. More than 5 years being his client and his way of planning for his clients gets better. Solid 10/10.