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.

Uwais (Firefighter)

I have known Syamim for more than 10 years. Despite our close friendship, he has always remained professional whenever we discuss topics on personal finance. Syamim has guided me not only in typical insurance and investments but also helped me plan through important milestones in my life such as marriage, renovations and family planning. I would definitely recommend engaging Syamim's services as his holistic and long-term financial planning has allowed me to live my life worry free.

Sharon (Management Trainee)

I Met Syamim randomly because I signed up to get a personal finance booklet on IG. But best decision ever. “I wont advise you to invest until 6 months later, after we have tracked your cash flow” “There are more packages but I won’t sell those, cause they are really not worth. I can run through them but will refer you to someone else if you really want to buy.” “Me: I don’t really know how cpf and income tax works Syamim: *prepares an entire ppt and lecture to educate me” “Me: I have random insurance that my parents buy from different companies, but I don’t really know what they are. Syamim: *makes me send him screenshots from SingPass, pdfs from AXA and the GE app on my dad’s phone to find out what I have.” If those quotes weren’t enough, the final stroke for me was; “Syamim: *pulls out an excel sheet 10 mins into our first meeting to start calculating my cash flow and planning for things like holidays to marriage to dental appointments.” I have met more than 5 financial advisors, but all seemed to just want to “grow my wealth”. While that is important, I think understanding my wealth and giving me handles to manage it is much more important. At our age, really think financial literacy is the way to go. Syamim keeps up to date and is a really good teacher, even asked him if he considered being one. What he does is to give you the necessary knowledge to manage your own finances and make the most well informed decisions. Coming full circle, he is everything a financial advisor should be but usually isn’t - giving you good financial advise and lets you decide. What everyone else does is tell you how to grow your wealth, how to invest, how to beat inflation, another savings plan, another plan to diversify, or simply instilling some fear of the future to help you ‘invest’ early. So for all the lost souls and fresh graduates, Syamim is definitely the guy for you. I’ve actually never met anyone else who pulls out an excel sheet to plan my finances instead of drawing me some triangle, timeline or graph. He is open to teaching and advising those who already has insurance plans too, no strings attached!! So feel free to reach out. If you feel bad just get him a drink though he will probably tell you to wait till you gain enough income to buy him one :))

Ashik (Engineer)

Unlike the many financial advisors I have had meetings with, Syamim has never been pushy and is genuinely concerned about my financial needs and situation. With his cheerful demeanour, it's always a pleasure to have coffee with him and each time, I walk out having learnt something new. One thing that I admire about him is that he is always a text/phone call away and he attends to your queries immediately. I am actually very touched with his sincerity when he once told me that I wasn’t actually ready to purchase any protection plans yet and advised me to get a stable income first. I would have at least met 5-6 financial advisors before him and all of them were trying to get me to purchase something from them. If you want someone who is honest and transparent, Syamim is the right one!

Khalis (Technician)

I met Syamim with an open mind to know more about my finances and insurance. He is a friend of mine who I used to play futsal with. It was a non obligatory meet-up but he managed to catch my interest. I seriously recommend anyone who wants to know about finances, investments and financial planning in general to meet Syamim. I believe that many lack the knowledge on buying properties, investing and how important financial planning is. What really helped me was that Syamim did an in-depth break down of my expenditure and finances working up to retirement. He made sure that I was comfortable throughout the process. He did not try to hard sell anything and made it as though it was just a catch up session with an old friend. I can ask him anything regarding insurance to real estate to medical and he can answer me with his vast amount of knowledge. Even though he is a friend, he is very professional when it comes to my finances. I genuinely feel that anyone who is interested in building their future, should meet Syamim as you will have a broader sense of your finances as a whole and the importance of financial planning and insurance.

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.