Erwin (Asst Executive)

I met syamim through a friend’s recommendation. It was at a time where I needed to kickstart my savings/investment/health plans to secure a better future for myself and the people that I love. I’ve met a few FAs before syamim. Truth be told, some were intimidating and some were pushy to sign the plans. Some were very adamant about their ‘own way of planning’. What I love about Syamim is that he is never pushy. He will answer all your queries and he is not intimidating. He will understand your life’s goals first, before curating a financial plan that suits you. Very knowledgeable about investments and very understanding as an FA. Alas, he is now my friend that I can count on for advices. I recommend you to set a meeting with Syamim to start your financial journey with him. I genuinely believe that he got what it takes to advice you, plan your finances and take care of your investments. I support him 100%, and I trust my financial journey is in good hands.

Saran (Engineer)

Syamim has been always very professional and patient with me. He takes time to explain clearly the purpose behind buying any policies and if I require it or not. Compared to other FAs I have met, Syamim has knowledge in more than just the typical insurance and investments. He also ensures that we are on track to our goals via a yearly review! He also provides a file which has detailed and clear overview of the polices which we have. The file also includes my timeline and steps for the next 20+ years of my life and what I should work towards, which gives me clarity. This helps me a lot in the long run as I tend to forget about the policy coverage sometimes. I will 100% recommend anyone to meet Syamim as he’s friendly and easy going.

Zul (Civil Servant)

The most beneficial part of meeting Syamim is that he helped me calculate my cash flow clearly and gave advise from there on what are the actionable steps to take, including general tips such as ways to reduce expenses. I recommend this meeting to others as Syamim always has a personalised content to share with me. He always ask if I'm comfortable with a certain recommendation and gives alternatives if he sees me having a difficult time in making a decision. All in all, there is an element of legitimate care and concern abt my wellbeing and what the future holds for me shown by Syamim.

Fatima (Pharmacist) & Khai (Engineer)

I met Syamim through my husband as I wanted to engage the services of a financial consultant that can manage both my personal finances and shared finances with my husband. I was hesitant at first as I already had a financial consultant before meeting Syamim but after hearing about his excellent services, I decided to give it a try. I was pleasantly surprised during the first meeting with Syamim - he is a knowledgeable consultant yet breaks it down such that it is easier for me to understand the different insurance policies and financial tools that are available. He provides options and plans/ideas tailored specifically to my finances and lifestyle. He also always ensures that I have a holistic understanding of my financial landscape and goals in life. I highly recommend Syamim to anyone who is looking for a competent financial consultant who is dedicated and thorough in his work.

Ridhwaan (Analyst)

Syamim have been very helpful in advising me how to manage my finances well. He gave me valuable tools to help see where my expenses go. One of things I like about Syamim’s financial planning is that, he is very clear and concise. He focuses on every detail of my financials and making sure that all factors are taken into account. Unlike other financial planners, Syamim goes the extra mile to plan for my future upcoming expenses like BTO, having a baby etc. He has an excel to show me how much money I need in my CPF OA to manage my monthly housing loan. I would recommend a meeting with Syamim to anyone who wants to learn about managing your money and investing smartly.

Firdaus (Civil Servant)

Syamim has been a trustworthy and reliable financial advisor to me and my family. The solutions he laid out for us has always been very easy to understand and caters to our needs and life stages. I recommend anyone who wants to have a fuss-free advisor to meet Syamim as I believe everyone will stand to benefit regardless of your current life stage.