Iskandar (Civil Servant)

I chose to met Syamim as he was a very welcoming and friendly person. Overall, all the financial planning sessions were very insightful and Syamim explained everything clearly. He advised me accordingly according to my budget and goals. Throughout the sessions, he was very easy-going and made me feel very comfortable. I would definitely recommend this meeting to my friends and family!

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!

Xuan Ming (Sales Executive)

I chose to meet Syamim because I wanted to gain a clearer understanding of my insurance options and how they fit into my overall financial plans. I felt it was essential to discuss my specific needs and goals. Having a one-on-one conversation with a professional like Syamim allows for personalized guidance, which I believe is crucial. He has been highly recommended by our peers. The most beneficial part of the meeting was the detailed explanation of different financial products and how they would impact my financial security. For someone my age, understanding the implications of life and health insurance is vital. Syamim's ability to clarify complex terms and provide real-life examples helped me make informed decisions. I would absolutely recommend this meeting to others. It’s crucial for anyone, especially those in my age group, to understand the importance of having proper insurance coverage & financial planning. This meeting not only provided valuable insights but also empowered me to make more informed decisions about my financial future. I believe everyone can benefit from a similar discussion, as it can help prevent potential financial hardships down the line.

Joshua (Civil Servant)

Syamim was a recommendation from a colleague of mine, as Syamim had been his advisor for many years. After my first meeting with him, I found that his financial planning for my goals for both my short term and long term were very well done and in-depth. The advice given has been extremely beneficial for me. He was able to show roughly how much I would have if I have saved and how much I required for my specific goals in life, so that I would be able to not worry about my finances. As compared to other financial advisors, Syamim gave a more personal touch I feel. He seemed more genuine and only advised me on what I needed. I felt more comfortable, especially since he was also in my shoes during his NS, and he understood what risks there were and what challenges I may face financially or physically in my line of work. I would definitely recommend meeting Syamim! He is very down to earth and genuine. He looks out for his clients, and regularly checks in to see how we are doing. Definitely would recommend him to others!

Raihan (Civil servant) & Sonia (Teacher)

We were looking for an financial advisor and got to know Syamim through a family member. The most beneficial part of the meeting is that Syamim is very transparent and he encourages you to select what is best for you at your current life stage. As for us, we met him when we were about to get married and he explained about the financial plans that’ll benefit us both in the future. We would recommend others to meet Syamim is warm & kind. He respects your space but is genuine in getting to know you at a personal level.

Elly (Finance executive)

I chose to meet Syamim because I wanted a true financial advisor—someone who provides genuine advisory service rather than a typical insurance salesperson approach. The most beneficial part of our meeting was how clearly he explained the policies I had signed up for, the coverage I currently hold, and the financial projections for my portfolio. It gave me a much better understanding of where I stand and what I should plan for moving forward. This experience was significantly better than my previous financial planning sessions. My past agent tended to hard-sell without taking the time to understand my needs, but Syamim did the opposite. He took the time to learn about my situation before giving thoughtful advice. Yes, I would definitely recommend this meeting to others.