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.

Rania (Corporate Trainer)

I met Syamim through my boyfriend and I’m grateful to be able to work with him! I didn’t really know much about financial planning or suitable insurance policies especially as a fresh grad. But Syamim was able to help me come up with a savings excel plan that I can easily stick to and make my life goals much easier to achieve. He was not pushy at all and was very patient and very clear and concise while explaining everything to me. He even took into consideration my relatively small budget and made it work! Would definitely recommend Syamim to my friends and family

Syafiq (Undergraduate)

My search for a financial advisor (FA) took almost a year. I was finding a financial advisor that was not only meticulous and effective but also down to earth. Syamim was a perfect fit and I never regretted taking up his services ever since then. Syamim knows what is best for his clients and ensures that his client’s expectations are met., Personal finance budget and goal setting was the most beneficial part of the meeting. Syamim analysed and took into consideration all of my finances. Documents were setup for a better visualisation of the plans. This allowed me to have a better understanding of my finances. As a student, there were limitations to the planning, but we managed to come up with a student friendly plan. All of the goals were revisited each year to ensure that I was on track. He was never shy of sharing any financial advice that would help me achieve my goals and also to improve my spending habits. I would definitely recommend this meeting to others.

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.

Shafiq (Civil servant) & Nani (Teacher)

I chose to meet Syamim because I was curious on how my fiancé manages his financials. We are open when it comes to financial management and what really captured my attention was that Syamim pays attention to the small details for his clients. He ensures that Shafiq doesn't feel burdened and did not force him into anything that he cannot commit to yet. Something different about Syamim is that he does excel sheets on planning for you so that you won’t question what is going to happen because it is already projected on the excel. He is the only agent that we see doing this, which gives you personalised data and a feeling of priority. For me, I find that him putting himself into my shoes really shows the decency of a human being. He knows that everybody is struggling with something and he ensures that I don’t feel embarrassed or difficult when talking to him. When talking to him for the first time, I felt comfortable as though we were friends before. He made it seem easy to talk to him about anything. He can do both small talks and deep conversations. When I first heard about him from Shafiq, I did not expect to see a friend more than an agent. I would definitely recommend this meeting to everyone. I’ve met with a few financial advisors and Syamim made me the most comfortable to talk about my financial situation. Convincing is something anyone in this field can do but trust takes courage and time. And he seems genuine for me to trust.

Jasmine (Cybersecurity)

I got to know Syamim from an online campaign. At that time, I wanted to learn more about managing my finances. During our meetings, Syamim went through and gave me detailed breakdowns for my finances. I appreciate the honesty especially as I was already aware that my finances were not in the best state. It was good that someone pointed it out and offered to work through it with me step-by-step on how to turn it around. This was different from the other sessions I had as Syamim understood what I needed and helped to strike a balance within my insurance portfolio. He taught me that having good coverage is important but being able to pay within my means is important. As someone who has always lived in the moment, I have never planned for future me 2-3 years down the road. Thanks to Syamim; he has made the actionable steps clear and I can’t wait to see the results of inculcating these habits into my life. I would definitely recommend Syamim as he genuinely wants to help and tailor the advices to your needs 👍🏼