Prakash (Teacher)

Syamim took the time and effort to find out about me and my needs. Thus, he was able to make good recommendations. I learnt quite a bit on how to track my spending and budget accordingly with my savings and investments in mind in order to reach my personal financial milestones. He was very frank and was not pushy which made me very comfortable with him. I would recommend him to my friends.

Faheem (Pricing Analyst)

Syamim has been my financial advisor ever since I graduated, and he has been a great help in providing a catered financial plan for me. Not only did he go through what I needed in the policies, but he also went the extra mile of understanding my financial position as well as risk appetite and gave expert advise on how to take on my financial journey. On top of that, Syamim often shares his insights on how he manages his own risks and accumulate wealth, unrelated to the products that he is selling. This allows me the autonomy to make my own financial decisions without feeling obligated to purchase the financial products that are available. Initially, I was sceptical about financial advisors as they tend to be pushy and often upsell their products based on my past experiences with some of them. However, with Syamim I am able to put my utmost confidence in him as he would ensure that he understand my financial standing and life priorities before even proposing a solution to me. This is what I appreciate most about in my financial advisor, and I would not recommend Syamim more to anyone who needs an advisor or a mentor!

Shan (Firefighter)

Syamim was referred to me by my childhood friend. It was to do financial planning for my wife and I. Syamim went the extra mile to look into these for me and realized that 1 of my policy was over paid and the benefits was not worth for the amount I was paying. From my experience, most financial advisors will relatively ask you to start investment plans and seldom speak about emergency funds. Syamim was the opposite, he told me to grow my emergency funds first and invest only after that. He has given me a bigger picture on financial planning and choosing the correct policies. Its never 1 option. He always gives minimum of 3 options and a recommended one. That is what we call a zero obligation consultation. We met a few times before deciding on a certain policy. Every meeting with him was a beneficial one. I believe 1 consultation with Syamim is enough to know where you currently stand in your financial profile. I would definitely recommend Syamim to people I know. His knowledge in financial planning is top notch.

Zabeer (Business owner)

I was encouraged to meet Syamim by my best friend due to the great experience he had with the services and relationship he offered. I was always the person who thought that I could manage my own financial planning for the future. My first meeting with Syamim was very different than what I had pictured. It was more like having a friend over to who has keen listening ear and someone who has our interest as his main priority. He gives you ideas and is not steadfast in selling his point of view rather he is willing to find the closest solutions to our financial needs. Understanding the priorities that we have, he constructs a clear financial plan for both the near and the distant future. When you choose him as your financial planner , you get a person who is meticulous in looking after the fine details of your financial goals that you have. Rest assured , you can have the peace of mind that it is well taken care of. I would recommend any person to have a first meeting with Syamim before you take a decision on engaging any other person for your financial needs or if you were someone like me, try meeting Syamim and feel the impression he can make on you.

Vivian (Teacher)

Syamim is a reliable and knowledgeable advisor who is forward-looking, and gives me advice on how to better manage my finances. During our most recent review, he advised me on how to better allocate my money to achieve my saving goals. Syamim also reviewed my insurance plan and shared new changes for my consideration, which allows me to plan and think further ahead. As I am getting closer to getting a house/marriage, the latest review was necessary and important as it allowed me to make adjustments to my financial planning. I would highly recommend choosing Syamim as your Financial Planner as he has the heart for his clients 👍🏻

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.