Carlo (Engineer)

I met Syamim for a financial planning consultation, learnt a lot about financial planning and setting goals. He has helped me plan for my personal milestones through an excel and it has allowed me to keep track of my progress as well as know how much exactly to save/invest in order to meet my goals. Highly recommended for anyone who wants a detailed and personalized financial plan.

Syahir (Student)

I chose to meet Syamim as he is my family's financial advisor. Before our first meeting, he guaranteed that the meeting would be non-obligatory and he kept his promise. Through meeting him, I feel that learning more about investments and how to grow my money in the long term very useful. I think this is important for young people like myself to learn as we may need cash in the long term. I would definitely recommend this meeting to others. This could be useful for anyone at any age to learn more about how to manage their finances or even grow their money.

Ayesha (Designer)

I choose to met Syamim after being recommended by my husband, who has been his client for years. I found the meeting with Syamim to be beneficial for me as he gives me realistic and practical financial advise for me to act upon in order to achieve the goals I desire. The meetings has also made me more confident on my finances especially in planning for my milestones such as marriage and housing due to the actionable steps given to me. The experience with Syamim was different compared to other financial planning sessions I previously attended as Syamim was more specific and holistic, especially in tailoring his recommendations to my current lifestyle and life stage. The previous agents were very pushy and only gave surface level advice. I would definitely recommend everyone to meet Syamim for your finances!

Jeeha (Teacher) & Faiz (Shipping)

We chose to meet Syamim as he is someone that we know and was familiar with. He is very knowledgeable about financial planning and curated different plans well to fit into our budget as well as our needs. Syamim keeps up to date with us and conducts yearly reviews. He will make a portfolio for you and make sure your needs and goals are met for the past year. He plans ahead for us and keeps us in check for our financial well-being We definitely would recommend Syamim to others. More than 5 years being his client and his way of planning for his clients gets better. Solid 10/10.

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.

Liyana (Lab officer)

Passively growing my money was something I have always wanted to do but I have no knowledge of how to go about doing it. Meeting with Syamim, he shared with me the different options I have in terms of wealth accumulation and the pros and cons in each choice. He helped me with the estimations in accordance to my timeline and budget which I would not have known how to accurately calculate on my own, so it was great that I have him to help me out with that. I learned that it’s important to start early when financially preparing for retirement. The later you start, the more costly it will be for you to reach your goal. It is also important to be aware of what you are comfortable with when investing your own money and to weigh the risk and benefits of different investment options. Syamim helped me with the different calculations that allowed me to invest comfortably yet have enough for my expenses, lifestyle and other goals. I would recommend others to have a meeting with Syamim as he is well versed in what he does. He customises his presentations well to your profile and his explanations are relatively easy to comprehend and most importantly he ensures that you are comfortable when it comes to talking about finances. He broadens your understanding in the importance of financial/risk/wealth management.