Nureen (Accounts Executive)

Syamim has been very helpful with managing my financial needs and goals. He has managed to curate a plan/goal which suits my needs and spending habits. Syamim has always been patient and helpful with all my enquiries, and also very detailed with his explanations during our meetings. I have learnt how to manage my finance better as I enter adulthood and the working world, and to prepare for old age. I would recommend my friends and family to meet with him to find out more on how they can maximise the funds they have and ensure that they can spend, save and retire sufficiently.

Safrin (Teacher)

Syamim has been extremely helpful in assisting me and my husband with our finances over the years. We started off as newly employed young adults with lots of goals and ambitions for our future but with no plan, but Syamim's advice and guidance on these matters has been godsend. He makes sure to provide very personalized plans that shows he cares which is what everyone looks for in a financial planner. It's not easy to find such dedicated workers these days, we are glad that we were able to engage him so early on even before starting our careers. Thank you for the constant and amazing service Syamim! All the best in your career!

Syuhrah (Journalist)

Syamim is efficient and professional when dealing with clients. Through him, I learnt extensively on how to better manage my finances. He highlighted the importance of future planning ass well as enlightening me regarding issues I've never thought about. I'm very thankful for his guidance. I'd recommend him to my friends due to his strong work ethic and he is definitely someone you can rely on and trust for your financial freedom and security.

Rafii (Manager)

My encounter with Syamim was mere coincidence after we struck a conversation on personal finance. Syamim shared on his approach to financial planning which impressed me. After this encounter, I decided to to consult him for my financial planning. Syamim’s experience with diverse client pool and depth of knowledge is priceless and a cut above others. He is meticulous in his work and concise in his communication. As a busy working professional, Syamim is of great assistance. He works closely to set goals and formulate the most efficient and optimal solution with realistic and timely milestones. He proactively provide portfolio updates and market intels that can value add to my personal financial planning. I highly recommend others to have a consultation with Syamim. I am certain it will be worth your time and there will be valuable takeaways.

Sharon (Management Trainee)

I Met Syamim randomly because I signed up to get a personal finance booklet on IG. But best decision ever. “I wont advise you to invest until 6 months later, after we have tracked your cash flow” “There are more packages but I won’t sell those, cause they are really not worth. I can run through them but will refer you to someone else if you really want to buy.” “Me: I don’t really know how cpf and income tax works Syamim: *prepares an entire ppt and lecture to educate me” “Me: I have random insurance that my parents buy from different companies, but I don’t really know what they are. Syamim: *makes me send him screenshots from SingPass, pdfs from AXA and the GE app on my dad’s phone to find out what I have.” If those quotes weren’t enough, the final stroke for me was; “Syamim: *pulls out an excel sheet 10 mins into our first meeting to start calculating my cash flow and planning for things like holidays to marriage to dental appointments.” I have met more than 5 financial advisors, but all seemed to just want to “grow my wealth”. While that is important, I think understanding my wealth and giving me handles to manage it is much more important. At our age, really think financial literacy is the way to go. Syamim keeps up to date and is a really good teacher, even asked him if he considered being one. What he does is to give you the necessary knowledge to manage your own finances and make the most well informed decisions. Coming full circle, he is everything a financial advisor should be but usually isn’t - giving you good financial advise and lets you decide. What everyone else does is tell you how to grow your wealth, how to invest, how to beat inflation, another savings plan, another plan to diversify, or simply instilling some fear of the future to help you ‘invest’ early. So for all the lost souls and fresh graduates, Syamim is definitely the guy for you. I’ve actually never met anyone else who pulls out an excel sheet to plan my finances instead of drawing me some triangle, timeline or graph. He is open to teaching and advising those who already has insurance plans too, no strings attached!! So feel free to reach out. If you feel bad just get him a drink though he will probably tell you to wait till you gain enough income to buy him one :))

Atiqah (Patient Service Associate)

I was recommended to Syamim by my partner who was one of his clients. Meeting Syamim allowed me to be disciplined in managing my finances so that I am able to plan for my financial goals within the right time frame. It was helpful as he showed me how much I needed to set aside to reach my desired goals. Every year, I am happy with the progression I have made in my finances. I would definitely recommend Syamim to others wanting to improve their finances!