Danial (Procurement) & Yani (Teacher)

We met Syamim as he was recommended by a family member. The meetings with Syamim helped us to better understand our financial plans & goals. He created a realistic financial strategy that allows us to reflect on what we need and what we have to accomplish, moving forward into the future. The meeting with Syamim was different as compared to our previous meetings with other financial advisors as he has not been upselling us on things that would not benefit us right now; rather, he prioritised in guiding us in achieving the basic needs we require for our families. I would definitely recommend others to meet Syamim!

Zaki (Supply Chain)

I met Syamim because he is a close friend of mine and I knew from our relationship that he was someone professional and trustworthy. Any communication with him regarding any topic was very easy and fast. Upon meeting him, he made me realise the importance of insurance to protect my income and health in the event of any health issues. Most importantly, the financial plan that he crafted for me made me become more disciplined in my savings which allowed me to reach my financial goals faster such as planning for my marriage. I would highly recommend anyone to meet Syamim so that he can share with you the importance of financial planning as well as create a step by step plan to achieve your financial goals.

Syafiqah (Immigration Officer)

It was just last year when I was introduced to Syamim. Syamim's main priority is to educate us on healthy financial habits. He would create a customised plan depending on our lifestyle, spending habits and financial commitments. As he is very easy-going, it was really easy to talk to him and consult him regarding financial matters. He is also very detailed and efficient in his work. He makes use of excel sheets, graphs and charts to further explain and give a clearer picture so that we really understand and not just agree blindly. For someone like me who has no prior experience and knowledge regarding financial planning, this has greatly benefitted me. I am able to be on track with my future goals and milestones. I strongly recommend Syamim to anyone out there who has doubts regarding financial planning and those who need the extra help in planning for their future goals.

Khalis (Technician)

I met Syamim with an open mind to know more about my finances and insurance. He is a friend of mine who I used to play futsal with. It was a non obligatory meet-up but he managed to catch my interest. I seriously recommend anyone who wants to know about finances, investments and financial planning in general to meet Syamim. I believe that many lack the knowledge on buying properties, investing and how important financial planning is. What really helped me was that Syamim did an in-depth break down of my expenditure and finances working up to retirement. He made sure that I was comfortable throughout the process. He did not try to hard sell anything and made it as though it was just a catch up session with an old friend. I can ask him anything regarding insurance to real estate to medical and he can answer me with his vast amount of knowledge. Even though he is a friend, he is very professional when it comes to my finances. I genuinely feel that anyone who is interested in building their future, should meet Syamim as you will have a broader sense of your finances as a whole and the importance of financial planning and insurance.

Kashif (Teacher) & Salwa (IT Operations)

We knew Syamim to be very genuine, easy-going, and kind, which were attributes we were eagerly looking for in our Financial Advisor. Word of mouth through friends also revealed that he was exceptionally knowledgeable and wise regarding finance. So far in our experience with Syamim after working with him for more than a year, he has shown to have exceeded the very high hopes we had for him. Syamim has helped us understand finance and investments through very clear and concise explanations that help us to make much more informed decisions. He also has made very elaborate financial plans curated carefully for our own specific needs and financial situations. The care and thought he has put into planning our finance truly make us feel as though we are his only clients even though he has to handle a seemingly overwhelming number of financial portfolios and clients. His financial plans for us are very clear and manageable to execute. This helps us easily navigate the year with clear goals and methods he has taught us, to ensure financial comfort and security. An aspect we deeply appreciate too is that Syamim is never pushy or forceful of anything. He gives us the plain facts and allows us to pursue the insurance plans we desire. While other financial advisors may be persistent with trying to sell you a variety of insurance plans over time for their personal benefit, Syamim has never once tried to sell us anything more than the basic necessary plans we needed. His good character, extensive wisdom and knowledge in finance, and being someone who genuinely only desires the best for his clients, makes Syamim an absolutely must recommend for anyone looking to navigate the harsh world of financial planning. He will make the seemingly daunting experience of planning for your future, a simple and smooth one.

Brandon (Policy Analyst)

When I first met Syamim, he provided an introductory financial guide for insurance and investment that was relatable to me as a student transitioning to a working adult. The most beneficial part of this meeting was the tailored experience he provides for my unique situation and the advice he gives me based on his experience. He also takes into consideration of changing life plans and adapts his recommendations accordingly. I would definitely recommend others to meet Syamim 👍