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Muhammad Syamim

Senior Executive Financial Planner
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With over 9 Years of advisory experience in Great Eastern, serving close to 500 clients and friends, Syamim is passionate about forming meaningful relationships with his clients.

His approach to financial advisory begins with an understanding of his clients’ concerns and goals and then bridging the gap from where they are to where they want to be; adding value to their life’s journey through his expertise

He is also a Certified Financial Planner (CFP®), which is the most respected global certification, known for providing a comprehensive and ethical financial planning practice. This equips him with the knowledge to best assist his clients.

Syamim was also an award recipient of the Million Dollar Round Table (MDRT) and Great Eastern Life Achievers Club (Prestige) - which recognises the top 5% of financial advisors globally and within the company respectively.

Set a non obligatory consultation with him via WhatsApp for an in-depth portfolio review or a second opinion.

Scroll down to see over 150 testimonials on how his clients have benefitted from his services.

https://sg.gelife.co/disclaimer

Credentials

Double Million Dollar Round Table (2021, 2022, 2023, 2024, 2025) l Great Eastern Life Achievers Club (Prestige x5) l Certified Financial Planner (CFP®) l Associate Estate Planning Practitioner (AEPP®) l Master Fund Advisor (MFA) l Certificate in Retirement Adequacy Planning (REAP) l Associate Islamic Finance Practitioner (AIFP) l Top 50 Producers YTD in GE (2020, 2021, 2023, 2024)

STORIES

Worth Sharing

Testimonial
EVERYTHING A FINANCIAL ADVISOR SHOULD BE BUT USUALLY ISN’T
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 :))
Testimonial
Understands your priorities and constructs a clear plan
Zabeer (Business owner)
I was encouraged to meet Syamim by my best friend due to the great experience he had with the services and relationship he offered. I was always the person who thought that I could manage my own financial planning for the future.

My first meeting with Syamim was very different than what I had pictured. It was more like having a friend over to who has keen listening ear and someone who has our interest as his main priority. He gives you ideas and is not steadfast in selling his point of view rather he is willing to find the closest solutions to our financial needs.

Understanding the priorities that we have, he constructs a clear financial plan for both the near and the distant future. When you choose him as your financial planner , you get a person who is meticulous in looking after the fine details of your financial goals that you have. Rest assured , you can have the peace of mind that it is well taken care of.

I would recommend any person to have a first meeting with Syamim before you take a decision on engaging any other person for your financial needs or if you were someone like me, try meeting Syamim and feel the impression he can make on you.
Testimonial
Guides you into managing your finances
Xin Ni (Pharmacist)
Syamim is one of the few financial advisors that go that extra mile. On top of being knowledgeable in the financial field, he:

* Patiently sits down with you through multiple sessions to understand your financial needs before sharing his recommendations
* Gives you a Holistic overview of your finances throughout your life after mapping it out with you, using easy to understand graphs and excel models (no overly complicated excel formulas involved!)
* Explains to you the different financial tools you can use (not limited to insurance policies only) to achieve your financial goals, taking to account your life circumstance and your goals , and ensures that you understands before embarking on anyone of them
* Takes to account your current insurance plans
* And most importantly, respects your final decision

I happen to just met Syamim at the point where I started to have quite a number of insurance policies and is not sure which are necessary, coupled with having huge expenses coming up in my life. Initially I didn't expect much from his sessions, but after each session, I seem to have gained new knowledge and understanding on my current financial situation, and is empowered to make right decisions.

I would definitely recommend Syamim to anyone who is looking for a person to properly guide them into managing their finances in their lives, as he doesn't see you as a customer/client, but treats you as a buddy that wants to help you with managing your finances.
Testimonial
Provides options tailored to my finances
Fatima (Pharmacist) & Khai (Engineer)

I met Syamim through my husband as I wanted to engage the services of a financial consultant that can manage both my personal finances and shared finances with my husband. I was hesitant at first as I already had a financial consultant before meeting Syamim but after hearing about his excellent services, I decided to give it a try.

I was pleasantly surprised during the first meeting with Syamim - he is a knowledgeable consultant yet breaks it down such that it is easier for me to understand the different insurance policies and financial tools that are available. He provides options and plans/ideas tailored specifically to my finances and lifestyle. He also always ensures that I have a holistic understanding of my financial landscape and goals in life.

I highly recommend Syamim to anyone who is looking for a competent financial consultant who is dedicated and thorough in his work.
Testimonial
Professional & sincere holistic planning
Fattimah & Aydan (Senior Lecturer & Son)
Syamim has provided a holistic approach of life and medical insurances, investments and savings goals for me and my son by;

• consolidating my policies from 4 other financial companies so that I could see the big picture
• drawing out a timeline based on my son's and my life’s milestones
• showing me the gaps in my long-term planning and recommended viable options
• supporting me to embark on a more robust investment strategy. Although I am risk-averse, his knowledge and experience has assured me to be more confident
• actively monitoring my investments and providing timely advise in the midst of uncertain market
• advising me on ceasing of policies which were not beneficial
• assisting me in applying for my claims
• providing me with pertinent information on LPA, will and nominations and going the extra mile of not only providing the forms but filling up the necessary information and providing the stamped envelopes.

He is professional, knowledgeable and has a positive and sincere attitude. His patient demeanour made it easy for me to share my plans and objectives. I would definitely recommend him as I am sure that he would be able to enhance others seeking to optimize their financial status and living quality and also protect their assets and lives.
Testimonial
Genuinely prioritises your well-being
Arshi (News Editor)
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Consistently well-prepared, organized and thoughtful
Nada (HR Executive)
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Valuable personalized guidance
Xuan Ming (Sales Executive)
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Genuinely cares
Viknesh (Civil Servant)
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Genuine and only advised on what was needed
Joshua (Civil Servant)
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Provides valuable & customised advice
Weijian (Pharmacist)
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In-depth planning gives clarity
Zahid (Port operations)
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Never pressured me to buy anything
Diyana (Lawyer)
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Clear and engaging
Charles (Engineer)
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Makes financial concepts less complicated
Noraziela (Operations Executive)
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Created a realistic financial strategy
Danial (Procurement) & Yani (Teacher)
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Meticulous & concise
Rafii (Manager)
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Genuinely cares
Shaa (Business Owner)
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Gives a tailored experience
Brandon (Policy Analyst)
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Goes above and beyond
Nikita (Actuary)
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Meet someone interesting
Aliah & Nas (Teachers)
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Professional and beneficial
Ignatius (Civil servant)
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Practical & holistic advice
Ayesha (Designer)
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Empowering & supporting of your goals
Saliha (Research Asssistant)
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Refreshing experience, knowledgeable & professional
Aameena
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Different from other FA(s)
Shafiqah (Executive)
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Spends effort and time to understand our situation
Weijian (Pharmacist)
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Coached me in financial planning
Liz (Engineer)
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Gives practical financial advise
Ian (Music Teacher)
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Always felt at ease
Ama (Teacher)
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I feel assured after every session
Irufan (Civil Servant)
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Detailed & approachable
Naff (Media Analyst)
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Genuinely wants to help
Rima (Instructor)
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Showed progression in my finances
Atiqah (Patient Service Associate)
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Straightforward & easy to digest
Omar (Marketing)
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Gives a holistic view on my finances
Khair (Systems Engineer)
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Genuine, easy-going & kind
Kashif (Teacher) & Salwa (IT Operations)
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Monitors my progress towards my financial goals
Dan (Civil Servant)
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Genuine in getting to know you at a personal level
Raihan (Civil servant) & Sonia (Teacher)
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Professional & patient
Rusydan (Freelance Artist)
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Meet someone interesting
Husaini (Civil servant)
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Takes a lot of effort
Durgga (Lecturer)
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Personalized solutions
Haidil (Civil servant)
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Earnest & Sincere
Raj (Civil Servant)
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Knowledgeable & not pushy
Syahril (Undergraduate)
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Provides yearly in-depth reviews
Radhi (Cybersecurity Analyst)
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Patient and not pushy
Rania (Corporate Trainer)
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Gave actionable steps & tailored advice
Jasmine (Cybersecurity)
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Welcoming and friendly
Iskandar (Civil Servant)
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Keeps track of my finances
Pau (Software Engineer)
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Helped me reach my financial milestones
Prakash (Teacher)
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Comfortable to talk to
Amira (Admin Executive)
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Authentic & Sincere
Thai Shawn & Rosyiidah (Social work)
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Knowledgeable & experienced
Adeline (Product Manager) & Sin Wee (Biz Owner)
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Forward thinking in drafting financial plans
Shifan (NSF)
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Proactive & knowledgeable
Nadiah (Document Specialist) & Suhaimi (Engineer)
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Upfront & honest
Midzi (Estate Executive)
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Consistent follow ups
Aiq (Teacher)
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Provides personalized plans
Ainnie (Stage manager)
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Trustworthy & reliable
Asyur (Engineer)
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Extremely pleasant experience
Kaif (Undergraduate)
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Friendly & trustworthy
Alaiyah (Engineer)
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Curate a plan that suits my needs and habits
Nureen (Accounts Executive)
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Drafts a comfortable financial plan
Adilah & Khai
Testimonial
Professional & efficient
Shahril & Sarfina
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Professional , well informed and friendly
Zahiraah (Project Executive)
Testimonial
Sincere, Patient & Humble
Daniel (Civil Servant)
Testimonial
Understanding, professional and hard working
Nasruddin (DevOps Engineer)
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Efficient & professional
Syuhrah (Journalist)
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Provides personalized plans
Safrin (Teacher)
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Truly cares for his clients
Imtiyaaz (Undergraduate)
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Professional & patient
Saran (Engineer)
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Honest and transparent
Ashik (Engineer)
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Customised plan & simple to understand
Diana (Teacher)
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Gives visuals and provides timely updates
Nazirul (Immigration Officer)
Testimonial
Friendly, honest & professional
Dinie (Port planner)
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Detailed and easy-going
Syafiqah (Immigration Officer)
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Planning for personal milestones
Carlo (Engineer)
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Knowledgeable & straight to the point
Basir (Business Analyst)
Testimonial
Gives useful regular reviews
Aqilah (Lab Analyst)
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Comfortable & easy to talk to
Shafiq (Civil servant) & Nani (Teacher)
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Meticulous & covers all grounds
Haziq (Senior Manager)
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Pleasant and well prepared
Sarah (Retail)
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Honest and knowledgable
Faiq (Operations)
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Assist in my short and long term goals
Nabil (Undergraduate)
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Creates a step-by-step financial plan to achieve my goals
Zaki (Supply Chain)
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Committed and reliable
Faizar (Business Owner)
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Easy to talk to
Zulaikha (Teacher)
Testimonial
Professional and knowledgeable
Khalis (Technician)
Testimonial
Meticulous, effective and down to earth
Syafiq (Undergraduate)
Testimonial
Inculcates disciplined financial habits
Aidil (Freight forwarder)
Testimonial
Always goes the extra mile
Haziqah (Engineer)
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Curates a suitable financial plan
Erwin (Asst Executive)
Testimonial
Honest and reliable
Naqia & Emi (Civil servant)
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Concise and easy to understand explainations
Shazlyn (Homemaker) & Faizal (Pilot)
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Gave me a pleasant experiance
Eizaaz (Port Inspector)
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Goes the extra mile to help you achieve your financial goals
Irdina (HR Executive)
Testimonial
Presents a personalized portfolio
Syarof (Firefighter) & Seri (Dental Assistant)
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Professional and dedicated
Shafiq (Civil servant) & Hidayah (Healthcare)
Testimonial
Genuinely cares about our financial well-being
Farishah (Nurse) & Suqiman (Firefighter)
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Customised and relatable advice
Liyana (Lab officer)
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Easy-going and patient
Abdullah (Customer Service)
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Provides useful financial roadmap for different milestones
Hakim (Teacher)
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Puts client's interest first
Jasmine (HR Executive)
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Patient and transparent
Damo (Aerospace)
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Proactive in ensuring the highest standard of service
Hafiz (Lawyer)
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Delivers sound financial advice at every life stage
Izzati (Pharmacist)
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Readily available to answer my queries
Hakim (Engineer)
Testimonial
Highly insightful and easy to understand
Haidar (Customer Success Manager)
Testimonial
Consistent follow ups
Azmi (Business Owner)
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Efficient & drops timely reminders
Nabiilah (Counsellor)
Testimonial
Ensures his clients meet their financial milestones
Mizrahi (Pilot)
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Clearly outlines pros and cons of each plan
Xavier (Software Developer)
Testimonial
Sound knowledge and experience in financial planning
Rusydi (Nurse)
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Clear and detailed in his breakdown
Aktar (Analyst)
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Plans ahead for us
Jeeha (Teacher) & Faiz (Shipping)
Testimonial
Gives directions and structure
Iskandar (Business Owner)
Testimonial
Breaks down big explanations into easily digestible ones
Azalea (HR Executive)
Testimonial
Gives a big picture on financial planning
Shan (Firefighter)
Testimonial
Caters advice based on my current situation
Akmal (Software Analyst)
Testimonial
Transparent and objective
Khairuddin (Engineer)
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Dedicated advisor
Fatil (IT Support Analyst)
Testimonial
Provide valuable knowledge and regular reviews
Izzat (Pilot) & Tiara (Homemaker)
Testimonial
Charts a systematic plan towards financial stability
Khairulnizam (Business Owner)
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Projects different life milestones and highlights potential challenges
Khairi (Engineer) & Sakura (Executive)
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Honest and genuine
Mad (Auxiliary Officer)
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Adds personal touch in financial planning
Ilham (Psychologist)
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Easy-going and knowledgeable
Syila (Marketing Exec) & Faiz (Operations)
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He goes the extra mile
Ridhwaan (Analyst)
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Periodically checks on your financial progress
Shahrin (Manager)
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Makes complex concepts concise
Keith (Engineer)
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Learnt more on investments
Syahir (Student)
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Benefitted from detailed excel sheets
Nisha (Researcher)
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Starts with our goals instead of his
Syafiq (Police Officer)
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Provides detailed explanation
Suriani (Nurse) & Nurul (Firefighter)
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GUIDE THROUGH IMPORTANT MILESTONES
Uwais (Firefighter)
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Fuss-free and reliable
Firdaus (Civil Servant)
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Trustworthy and professional
Syahir (Civil Servant)
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Holistic way of doing financial planning
Fazil (Teacher)
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SHARES PERSONALISED CONTENT
Zul (Civil Servant)
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Planning for a newborn
Dira (Retail) & Syazwan (Civil Servant)
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Open and understanding environment
Nasran (Early Childhood Teacher)
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INSIGHTFUL EXPERIENCE
Firah (Investor Relations)
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Allocation for marriage and housing
Vivian (Teacher)
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Makes it a point to educate his clients
Naufal (Pilot)
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Went the extra mile
Faheem (Pricing Analyst)
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Comfortable and engaging
Zai (Axillary officer) & Aqilah (Engineer)
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Detail-Oriented
Haziqah (Healthcare worker)
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Gain clarity on your finances
Aqil (Auxiliary officer)

Disclaimer

https://sg.gelife.co/disclaimer

Muhammad Syamim
Rep No: MSB300365203
Representing Great Eastern Life Assurance Company Limited