Zahiraah (Project Executive)

I met Syamim because I felt the need to make smart money decisions and wanted to understand insurance and investing better. The financial calculations were beneficial and it helped me prioritise my money habits and understand the big ticket expenses in my near future. This experience was different compared to other financial advisors I met as not only did Syamim advised me on financial planning, he also helped me to visualise the steps required to reach the goals I have. He's professional, well informed and very friendly. He also advices beyond the point of his personal gains and instead focuses on his clients' gains. That extra mile is genuine. I would definitely refer to friends.

Diana (Teacher)

I chose to meet Syamim on the recommendation of my husband actually! I thought it would be seamless and easier if Syamim manages both of our plans and I’ve never regretted my decision! He’ll listen to your needs and recommend the best plans for you. I like that he gives options for his recommendations and he respects my choice. I like the part where he asks me what’s my current coverage and how else can I better protect myself. He also maps out what I’m aiming for in the future so I find that very helpful if I know where the money I’m investing in my plans is going to. He also goes through the plans in detail, and yet simplifies it so it’s not too overwhelming. I also like that he personalises and customises a sheet to track my plans, so I know that he is keeping up with it! His session is different from other advisors that I’ve met where it’s just an overload of information and they just recommend the plans to get without asking the consumer what are their goals. I would definitely 100% recommend this meeting to others! Syamim will provide a customised experience for your financial planning needs!

Ama (Teacher)

I started out my career with absolutely no clue about managing my finances. Then came Syamim- he has been my saving grace throughout the past few years. We first established my goals in life and he personalised a plan and timeline that allows me to achieve those goals (albeit in a realistic way). What separates him from the rest is that he really hears you out and puts your aspirations and goals first, before anything else. I have always felt at ease and was never belittled for my lack of financial knowledge with Syamim. For that, I'd highly recommend that you book a consult with Syamim. You know that he's always going to put you first!

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.

Ridhwaan (Analyst)

Syamim have been very helpful in advising me how to manage my finances well. He gave me valuable tools to help see where my expenses go. One of things I like about Syamim’s financial planning is that, he is very clear and concise. He focuses on every detail of my financials and making sure that all factors are taken into account. Unlike other financial planners, Syamim goes the extra mile to plan for my future upcoming expenses like BTO, having a baby etc. He has an excel to show me how much money I need in my CPF OA to manage my monthly housing loan. I would recommend a meeting with Syamim to anyone who wants to learn about managing your money and investing smartly.

Shahrin (Manager)

Before I met Syamim, I had very little knowledge on the importance of having insurance, and financial management. Not only does Syamim guide me on getting the important, and necessary insurance and saving plans, he went above and beyond and assisted me to plan my important milestones such as marriage, family, housing and retirement plans. He is very knowledgeable with regards to insurance, investments and financial management to name a few, and it is clear to me that helping his clients with getting the right policies and financial planning is his passion. I had a different Financial Advisor previously before I met Syamim, and I can confidently say that Syamim is not your average advisor. He is very genuine with his work, and his advice, and he periodically checks up on your financial progress. I feel very comfortable meeting up with him for these sessions as he does not poach me into signing up for any upgrades or plans that I don’t need. In fact, he even encouraged me to only sign up when I feel financially comfortable to do so. With that, I fully recommend Syamim as your financial advisor. His sincerity to help, and his knowledge of the industry and lifestyle makes him one of the best financial advisors out there.