Shafiq & Afiqah

I was initially quite skeptical about meeting Syamim, but after our session, I was genuinely impressed by how detailed and structured his planning process was. I got to know him through recommendations from my colleagues, and I can see why they spoke so highly of him. The most beneficial part of our meeting was the clear projection and allocation of my income and savings — understanding exactly how much to set aside to achieve my goals within a given timeline was eye-opening. The cashflow breakdown was also very helpful, something I found lacking in previous financial planning sessions with other advisors. Overall, the session gave me much better clarity about my finances, and I would definitely recommend meeting Syamim to anyone looking to better plan and manage their financial future.

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.

Shafiqah (Executive)

I met Syamim when I signed up for one of his financial guide books online I found the most beneficial part of the meeting to be the allocation of my financial budget, planning my financials to better understand how to reach my financial goals during these volatile period. I have switched 4 to 5 FA(s) (or forced to, due to FA resigning and was reassigned to other FAs which I have not seen or met them) until I met Syamim. He was different as he stayed in contact and always updates me every year since 3 years ago. I would recommend this meeting to others, but unfortunately, some of my friend are FAs too. However, I would recommend other who are in search or are lost in their financial journey in life, well I know I was.

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.

Omar (Marketing)

Syamim he was referred to me by a few close friends who assured me that he would not be aggressive or very insistent, which was something that I have not liked when it came to previous experiences with financial advisors. Syamim's sharing was straightforward and easy to digest. The information that was put in front of me helped me to assess my current financial situation and helped me look ahead to chart my path. Syamim's sessions were very relaxing and he is very approachable as he is open to giving you honest advice, which I appreciate. This was very different than other sessions I had with other advisors. I would definitely recommend this meeting to others! If you have had bad experiences with other financial planners, put your preconceived notions aside and speak with Syamim, you might be pleasantly surprised!

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.