Nabil (Undergraduate)

Syamim's services was recommended to me by my brother. The portfolio that he manages really amazed me, together with his track record for my family. He’s able to give me an insight of short term and long term plans which I have little to zero knowledge of. It is something that allows me to be more aware of my financial situation and to plan ahead, which I'm grateful for. Syamim is also able to answer my questions with full knowledge and details which I appreciate. When it comes to explaining the policies again as a refresher, he would gladly do so and most importantly he does not pressure me into taking up any policies. I would 100% recommend Syamim to anyone who would like to plan for their life milestones!

Noraziela (Operations Executive)

Syamim is someone that makes financial concepts less complicated through his concise explaination. I found the tracking and calculation of my cashflow to be the most beneficial as Syamim also ran through ways on how to optimise it further. As I have been with Syamim for 8 years, the meetings has been more of like catch ups, which has also given me the confidence to share my worries and concerns! I would definitely recommend others to meet Syamim as he has been a great help to me!

Liyana (Lab officer)

Passively growing my money was something I have always wanted to do but I have no knowledge of how to go about doing it. Meeting with Syamim, he shared with me the different options I have in terms of wealth accumulation and the pros and cons in each choice. He helped me with the estimations in accordance to my timeline and budget which I would not have known how to accurately calculate on my own, so it was great that I have him to help me out with that. I learned that it’s important to start early when financially preparing for retirement. The later you start, the more costly it will be for you to reach your goal. It is also important to be aware of what you are comfortable with when investing your own money and to weigh the risk and benefits of different investment options. Syamim helped me with the different calculations that allowed me to invest comfortably yet have enough for my expenses, lifestyle and other goals. I would recommend others to have a meeting with Syamim as he is well versed in what he does. He customises his presentations well to your profile and his explanations are relatively easy to comprehend and most importantly he ensures that you are comfortable when it comes to talking about finances. He broadens your understanding in the importance of financial/risk/wealth management.

Firah (Investor Relations)

Syamim helped me sort out my finances and created a monthly financial plan I could follow. This has been very helpful for me in keeping my finances in check. I now understand that personal finance does not mean to just work and save up money in the bank. We will never have enough savings to cover our daily expenses if we fall sick one day hence the need to protect our income. Wealth accumulation starts with investing on assets over a long period of time. Putting this amount of money in a bank would be meaningless if you compare the interest earned from the bank vs inflation. This experience was insightful and I finally understand the importance of financial planning. From my experience, other advisors did not explain it clearly enough for me as he did. I would definitely recommend this meeting to my close friends and family.

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.

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.