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.

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.

Shahril & Sarfina

I got to know Syamim during NS and a few years later, when me and my partner decided to get ourselves insured and do some financial planning, I knew who to call. Syamim is very professional and efficient in his work. He gives the best financial advice to tailor to our needs. We would strongly recommend Syamim to anyone who’s looking for a financial advisor.

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.

Dinie (Port planner)

Syamim was initially recommended to me by my sister and brother in law who had their insurance/investment portfolios managed by him. Based on their positive feedback I decided to meet Syamim to assist me in my financial planning. During the meet-up, Syamim explained the fundamentals of planning in an easy to understand manner to and how to reach my financial goals comfortably. He also assessed my current financial situation and laid out the best options and policies that suit my lifestyle. My previous experience with financial advisors was very different as I didn’t meet my new advisor ever since my friend who was my original advisor left the company/industry. I felt that whatever I had previously was enough and didn’t require further reviews. After meeting Syamim, I finally understood how important regular reviews are to update on any changes to policies as well as keeping me on track towards my financial goals. Syamim is very friendly and at the same time professional in his work. He’s also honest in giving advise and does not hard sell any policies that does not suit my goals. Do hit him up for financial advise as he is 100% recommended!

Farishah (Nurse) & Suqiman (Firefighter)

Syamim is a great person with great character. He is very trustworthy and provides excellent service. He has made the process of dealing with insurance easy. We also found him to be professional, knowledgeable, and empathetic to our needs and financial capabilities. He was able to get a handle on our needs and help us navigate our way around what we needed most. More than that, Syamim treated us more like a friend than a client. He made us feel that he genuinely cares about everyone’s financial well being. His honesty wins our respect and trust. We appreciate what Syamim has done for us and we will definitely recommend him to our friends and family.