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.

Syafiqah (Immigration Officer)

It was just last year when I was introduced to Syamim. Syamim's main priority is to educate us on healthy financial habits. He would create a customised plan depending on our lifestyle, spending habits and financial commitments. As he is very easy-going, it was really easy to talk to him and consult him regarding financial matters. He is also very detailed and efficient in his work. He makes use of excel sheets, graphs and charts to further explain and give a clearer picture so that we really understand and not just agree blindly. For someone like me who has no prior experience and knowledge regarding financial planning, this has greatly benefitted me. I am able to be on track with my future goals and milestones. I strongly recommend Syamim to anyone out there who has doubts regarding financial planning and those who need the extra help in planning for their future goals.

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.

Rima (Instructor)

Syamim was my classmate back in JC and a few years after we graduated our respective universities, he told me he was a Financial Consultant and asked if I would like to engage his services. When I told him I was not ready due to the fact that I only just started working, he was patient and accommodating as he did not push me any further. I finally decided to meet him some years later to engage his services and I never looked back since. He was able to tell me what I was doing right, and also what I could do better. He is very knowledgeable and was able to explain to me everything I needed to know. The most important thing that he could do was to be patient with me as I switched jobs (and hence a change in my income) and navigate through some personal issues. While there were a couple of things that he had me do, he was understanding enough when I explained to him my situation at that point of time. All in all he’s a very kind person, and he genuinely wants to help, no matter what stage of life you’re at. Would definitely recommend Syamim!

Asyur (Engineer)

Syamim has a keen eye for detail and goes the extra mile to cater to my current and future needs. He is always there to go the extra mile to ensure that I am given the best service he can offer. Syamim’s meticulous planning and timely reminders are much welcomed and helps me to look ahead and prepare for major milestones. For being such a trustworthy and reliable figure, I have no regrets and full confidence that he can deliver what he promises.

Liyana (Lab officer)

Passively growing my money was something I have always wanted to do but I have no knowledge of how to go about doing it. Meeting with Syamim, he shared with me the different options I have in terms of wealth accumulation and the pros and cons in each choice. He helped me with the estimations in accordance to my timeline and budget which I would not have known how to accurately calculate on my own, so it was great that I have him to help me out with that. I learned that it’s important to start early when financially preparing for retirement. The later you start, the more costly it will be for you to reach your goal. It is also important to be aware of what you are comfortable with when investing your own money and to weigh the risk and benefits of different investment options. Syamim helped me with the different calculations that allowed me to invest comfortably yet have enough for my expenses, lifestyle and other goals. I would recommend others to have a meeting with Syamim as he is well versed in what he does. He customises his presentations well to your profile and his explanations are relatively easy to comprehend and most importantly he ensures that you are comfortable when it comes to talking about finances. He broadens your understanding in the importance of financial/risk/wealth management.