Syafiq (Undergraduate)

My search for a financial advisor (FA) took almost a year. I was finding a financial advisor that was not only meticulous and effective but also down to earth. Syamim was a perfect fit and I never regretted taking up his services ever since then. Syamim knows what is best for his clients and ensures that his client’s expectations are met., Personal finance budget and goal setting was the most beneficial part of the meeting. Syamim analysed and took into consideration all of my finances. Documents were setup for a better visualisation of the plans. This allowed me to have a better understanding of my finances. As a student, there were limitations to the planning, but we managed to come up with a student friendly plan. All of the goals were revisited each year to ensure that I was on track. He was never shy of sharing any financial advice that would help me achieve my goals and also to improve my spending habits. I would definitely recommend this meeting to others.

Ignatius (Civil servant)

I first met Syamim in JC. I found the planning and considerations of my timeline to be the most beneficial part of the meeting. This experience with Syamim was more professional compared to other financial planning sessions that I had took part in. I would definitely recommend this meeting to others.

Zai (Axillary officer) & Aqilah (Engineer)

Syamim has been very informative and always gives us advice and alternatives, not only for financial services, but anything that is within his abilities. He has been very honest on providing us with plans that are within our needs and budget. His explanations were clear and he ensured all our doubts were clarified. Before we met Syamim, we engaged another insurance agent and it was truly a negative experience. However when we were introduced to Syamim, he was able to solve our financial concerns. He made all our sessions comfortable and engaging. With that, we have been recommending him to our friends and colleagues around me and we will continue to recommend him when we have the chance! Thank you for your help!

Brandon (Policy Analyst)

When I first met Syamim, he provided an introductory financial guide for insurance and investment that was relatable to me as a student transitioning to a working adult. The most beneficial part of this meeting was the tailored experience he provides for my unique situation and the advice he gives me based on his experience. He also takes into consideration of changing life plans and adapts his recommendations accordingly. I would definitely recommend others to meet Syamim 👍

Azmi (Business Owner)

Syamim has been my advisor for more than 5 years and I can honestly say that his service, consistent follow ups is top notch. He makes the effort to plan my milestones and finances holistically without having the need to hard-sell me plans every year. I highly recommend Syamim to anyone who wants a fuss-free and enjoyable working relationship.

Weijian (Pharmacist)

I met Syamim as he was already my wife’s FA, and he has been doing a great job for her! I find that with Syamim, being similar in age, he is able to understand the various life stages that we are going through (marriage, BTO, renovation, etc) and is able to provide valuable and customised advice according to our situation. This is the portion of the meeting that I find most beneficial The experience with Syamim compared to other FA(s) is that he is very sincere and always come from a standpoint that benefit us the most! I would definitely recommend this meeting to others, especially to anyone that is currently facing the same life stages as us!