Haidil (Civil servant)

I met Syamim as he was the financial advisor to many of my friends and colleagues. The financial planning and projection of my goals through his excel sheet allowed me to balance and plan my goals not only for the short term but also for the longer term. In addition, I got to know the importance of having adequate insurance cover in order to live my life without worries. Syamim was different to other advisors that I have met as he went through the extra mile to personalize his solutions to my needs and situation and makes the effort to conduct yearly reviews to ensure I am on track with my goals. I would definitely recommend others to meet Syamim

Aiq (Teacher)

I wanted to take charge of my finances and start my financial journey right as I just got a full-time job and was planning to get married. My then fiancé, now husband, introduced me to Syamim. We met for a non-obligatory consultation, and I was clueless then – no idea about what type of insurance I needed or any savings or retirement plan. What made me choose Syamim as my financial consultant was that he was patient in explaining any question that I had. No question was a bad question. He was thorough in his explanation and whenever I was not sure which option to choose, he will go through all the options I had and did not pressure me to sign for anything I was uncomfortable with. He is very consistent in checking up on my husband and I, we meet every half-year for an update (whether we are on track or not – so nerve-wrecking haha) and what to work towards in the next 6 months, which I find is helpful. Although my husband and I threw some surprises his way in terms of our plans, Syamim was quick to relook at our finances and set new, manageable goals for us. Thanks Syamim for your patience and hard work so far! 😊

Noraziela (Operations Executive)

Syamim is someone that makes financial concepts less complicated through his concise explaination. I found the tracking and calculation of my cashflow to be the most beneficial as Syamim also ran through ways on how to optimise it further. As I have been with Syamim for 8 years, the meetings has been more of like catch ups, which has also given me the confidence to share my worries and concerns! I would definitely recommend others to meet Syamim as he has been a great help to me!

Diana (Teacher)

I chose to meet Syamim on the recommendation of my husband actually! I thought it would be seamless and easier if Syamim manages both of our plans and I’ve never regretted my decision! He’ll listen to your needs and recommend the best plans for you. I like that he gives options for his recommendations and he respects my choice. I like the part where he asks me what’s my current coverage and how else can I better protect myself. He also maps out what I’m aiming for in the future so I find that very helpful if I know where the money I’m investing in my plans is going to. He also goes through the plans in detail, and yet simplifies it so it’s not too overwhelming. I also like that he personalises and customises a sheet to track my plans, so I know that he is keeping up with it! His session is different from other advisors that I’ve met where it’s just an overload of information and they just recommend the plans to get without asking the consumer what are their goals. I would definitely 100% recommend this meeting to others! Syamim will provide a customised experience for your financial planning needs!

Haziq (Senior Manager)

Syamim is meticulous in his work and ensures that he covers all grounds when guiding me in drawing up my financial goals. He is not afraid to ask the tough questions and is highly skilled in planning and helping me manage my life goals. There is no doubt that Syamim’s success is a testament to his hardwork but the heart and sincerity that he puts in his engagement with clients makes it much more meaningful and reassuring, especially given the difficult climate that we live in today.

Midzi (Estate Executive)

Syamim is always upfront and honest in answering my queries. He takes his time to explain everything in detail and make sure I understand what policies I am opting for. The most beneficial part of the meeting is the financial planning. I benefitted a lot from his planning to make sure I am on track with the proposed financial plans to hit my different financial milestones such as marriage and housing. Planning ahead is key and Syamim has helped me become accountable to it. Syamim is very approachable. The experience is great as communication is key. To understand and to know a policy you are getting is very important. I would definitely recommend Syamim to others! I would never risk my reputation to recommend unless I have experienced it myself.