Zabeer (Business owner)

I was encouraged to meet Syamim by my best friend due to the great experience he had with the services and relationship he offered. I was always the person who thought that I could manage my own financial planning for the future. My first meeting with Syamim was very different than what I had pictured. It was more like having a friend over to who has keen listening ear and someone who has our interest as his main priority. He gives you ideas and is not steadfast in selling his point of view rather he is willing to find the closest solutions to our financial needs. Understanding the priorities that we have, he constructs a clear financial plan for both the near and the distant future. When you choose him as your financial planner , you get a person who is meticulous in looking after the fine details of your financial goals that you have. Rest assured , you can have the peace of mind that it is well taken care of. I would recommend any person to have a first meeting with Syamim before you take a decision on engaging any other person for your financial needs or if you were someone like me, try meeting Syamim and feel the impression he can make on you.

Ama (Teacher)

I started out my career with absolutely no clue about managing my finances. Then came Syamim- he has been my saving grace throughout the past few years. We first established my goals in life and he personalised a plan and timeline that allows me to achieve those goals (albeit in a realistic way). What separates him from the rest is that he really hears you out and puts your aspirations and goals first, before anything else. I have always felt at ease and was never belittled for my lack of financial knowledge with Syamim. For that, I'd highly recommend that you book a consult with Syamim. You know that he's always going to put you first!

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.

Sarah (Retail)

I had a great experience with Syamim and felt satisfied with his proposal on the insurance policies. When he came down, he was well prepared with all the paper works. Apart from that he is well versed in his job to make everything easy to understand. The experience was really pleasant as he provides good financial advise before recommending me the different policies.

Faheem (Pricing Analyst)

Syamim has been my financial advisor ever since I graduated, and he has been a great help in providing a catered financial plan for me. Not only did he go through what I needed in the policies, but he also went the extra mile of understanding my financial position as well as risk appetite and gave expert advise on how to take on my financial journey. On top of that, Syamim often shares his insights on how he manages his own risks and accumulate wealth, unrelated to the products that he is selling. This allows me the autonomy to make my own financial decisions without feeling obligated to purchase the financial products that are available. Initially, I was sceptical about financial advisors as they tend to be pushy and often upsell their products based on my past experiences with some of them. However, with Syamim I am able to put my utmost confidence in him as he would ensure that he understand my financial standing and life priorities before even proposing a solution to me. This is what I appreciate most about in my financial advisor, and I would not recommend Syamim more to anyone who needs an advisor or a mentor!

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.