Shazlyn (Homemaker) & Faizal (Pilot)

We were aware of the work that Syamim does after he came in highly recommended by a few relatives. At that point in time, we were looking for an advisor who could relate to us well, explain policies to us clearly and sincerely help us in managing our current and future policies. We switched over to his services after just one meeting because of how detailed and professional he is in his work. He took a lot of time and effort to present the best policies he felt suited our needs and they were spot on. His patience with us and our gazillion questions is also worth mentioning. The PowerPoint presentations that had diagrams with concise information were most beneficial. It provided a clear overview of each policy we currently had and wanted to take up. It was an easy reference point as we tend to easily forget the details of the different policies. It was different to other sessions with other advisors which were merely made up of discussions where the agent goes over the details of the policy verbally again and again. It doesn't stick, and is easily forgettable. With the different tools Syamim uses, we could easily grasp the idea of a policy by just a slide/diagram. It allows us to comprehend things easily and refer to them conveniently. We would a million percent recommend this meeting to others because as a millennial himself, he definitely gets us. He understands and relates to us so well that we look forward to meetings for updates rather than dread them. We truly enjoy the service he provides and the extra mile he always goes for clients. He has our complete trust and rest assured he is the best agent we've ever encountered thus far.

Liz (Engineer)

I met Syamim after being highly recommended by my colleague. I realized that I am at midlife phase where I need more insurance coverage that I have neglected to do so in my tricenarian. Throughout the meetings, I got the expert advise & Syamim not only recommended me essential solutions that I need in long run but also coached me, a financial illiterate in financial planning. This experience was different to other financial planning sessions as Syamim is a knowledgeable financial advisor who looked through my monthly expenditure and savings, then provided advise gearing me towards financial stability in long run. He always came well prepared in each meeting. Unlike many assurance agents who just wanted to achieve sales, Syamim is so different. He genuinely listened in each session to understand my lifestyle and needs, only then he will recommend insurances which are not costly and affordable and best beneficial to me. He even went extra miles out of his job scope to teach me the advantages of creating a will, encourage me to put nominations for CPF and OPG (protect persons who lack mental capacity). I would definitely recommend this meeting to others!

Erwin (Asst Executive)

I met syamim through a friend’s recommendation. It was at a time where I needed to kickstart my savings/investment/health plans to secure a better future for myself and the people that I love. I’ve met a few FAs before syamim. Truth be told, some were intimidating and some were pushy to sign the plans. Some were very adamant about their ‘own way of planning’. What I love about Syamim is that he is never pushy. He will answer all your queries and he is not intimidating. He will understand your life’s goals first, before curating a financial plan that suits you. Very knowledgeable about investments and very understanding as an FA. Alas, he is now my friend that I can count on for advices. I recommend you to set a meeting with Syamim to start your financial journey with him. I genuinely believe that he got what it takes to advice you, plan your finances and take care of your investments. I support him 100%, and I trust my financial journey is in good hands.

Sharon (Management Trainee)

I Met Syamim randomly because I signed up to get a personal finance booklet on IG. But best decision ever. “I wont advise you to invest until 6 months later, after we have tracked your cash flow” “There are more packages but I won’t sell those, cause they are really not worth. I can run through them but will refer you to someone else if you really want to buy.” “Me: I don’t really know how cpf and income tax works Syamim: *prepares an entire ppt and lecture to educate me” “Me: I have random insurance that my parents buy from different companies, but I don’t really know what they are. Syamim: *makes me send him screenshots from SingPass, pdfs from AXA and the GE app on my dad’s phone to find out what I have.” If those quotes weren’t enough, the final stroke for me was; “Syamim: *pulls out an excel sheet 10 mins into our first meeting to start calculating my cash flow and planning for things like holidays to marriage to dental appointments.” I have met more than 5 financial advisors, but all seemed to just want to “grow my wealth”. While that is important, I think understanding my wealth and giving me handles to manage it is much more important. At our age, really think financial literacy is the way to go. Syamim keeps up to date and is a really good teacher, even asked him if he considered being one. What he does is to give you the necessary knowledge to manage your own finances and make the most well informed decisions. Coming full circle, he is everything a financial advisor should be but usually isn’t - giving you good financial advise and lets you decide. What everyone else does is tell you how to grow your wealth, how to invest, how to beat inflation, another savings plan, another plan to diversify, or simply instilling some fear of the future to help you ‘invest’ early. So for all the lost souls and fresh graduates, Syamim is definitely the guy for you. I’ve actually never met anyone else who pulls out an excel sheet to plan my finances instead of drawing me some triangle, timeline or graph. He is open to teaching and advising those who already has insurance plans too, no strings attached!! So feel free to reach out. If you feel bad just get him a drink though he will probably tell you to wait till you gain enough income to buy him one :))

Hakim (Teacher)

When looking for an FA, I wanted someone who would be able to value add to my knowledge and Syamim was able to do just that. His extensive knowledge on financial planning and patient demeanour made it a no brainer to choose him as my FA. On top of that, Syamim never fails to ensure my queries are answered promptly and is proactive in offering a variety of solutions, including ones that may not be related to the products he is offering. From his actions, it is clear that Syamim’s intentions lie in looking out for his client’s financial well-being and not solely for his personal gain. The financial roadmap Syamim provided was useful in helping me visualize the various financial milestones, and this was accompanied by his recommendations of a financial plan tailored to my needs/goals. Beyond the first meet-up, Syamim regularly checks in and provides yearly reviews to ensure that my evolving financial needs are constantly being attended to. Syamim has been a joy to work with. Do not hesitate to contact him for your financial needs!

Elly (Finance executive)

I chose to meet Syamim because I wanted a true financial advisor—someone who provides genuine advisory service rather than a typical insurance salesperson approach. The most beneficial part of our meeting was how clearly he explained the policies I had signed up for, the coverage I currently hold, and the financial projections for my portfolio. It gave me a much better understanding of where I stand and what I should plan for moving forward. This experience was significantly better than my previous financial planning sessions. My past agent tended to hard-sell without taking the time to understand my needs, but Syamim did the opposite. He took the time to learn about my situation before giving thoughtful advice. Yes, I would definitely recommend this meeting to others.