(My take on Financial Planning)

Elizabeth

Sherman is my boyfriend. I first met him during our part-time work and we’ve been inseparable ever since. In the span of our relationship, it’s been clear since day 1 that anything finance-related bored me to tears. Naturally, I resisted any advice to curb my spending because I did not want to feel deprived. Through patience, consistency and commitment, Sherman eventually influenced me to adopt a long-term view of my finances and that if we were to have a successful future together, it was imperative that I had a sustainable financial plan. Sherman is also able to simplify challenging concepts so that I would better understand the rationale behind his advice.

Now, I follow Sherman’s system of income allocation and not only does it save me the hassle of thinking how much to save and invest, but also it gets me results. I can now look at my bank balance with cheerful contentment instead of despair, and his investment fund performance updates actually get me excited and anticipatory for how my investment will continue to grow. In fact, I realised that following a system helps me attain a sense of freedom instead of deprivation, because I feel that I’m on the right track to reap the rewards in the future.

I love that Sherman is genuinely passionate about both knowing his clients on a deeper level and crafting personalised plans to suit their unique lifestyles and goals. It truly lights him up whenever a client is a step closer to their goals because of him. Not only is he trustworthy and responsible, but his ability to empathise with people makes him a gem of a consultant.

If you are looking for someone to support you in your financial journey, I’m confident that engaging Sherman as your wealth management consultant will be one of the best decisions you make.

Audrey

I first met Sherman through my best friend, and now we are friends. Sherman is patient and he took the time to explain the differences between the different types of policies. He also showed a cost-benefit analysis so that I can better understand why one policy is more suitable for me than the other. Sherman is trustworthy and responsible, and I have no doubt that he has my best interests in mind.

One valuable takeaway that I have gotten from my financial journey with Sherman is the importance of planning for your future based on short-term, mid-term and long-term goals. In so doing, we are able to chart a plan to then make arrangements and changes to work towards these goals.

If you are just getting started on your financial journey, exploring financial websites and seeking sound advice from trusted individuals are indeed valuable tools. Once you are ready to take a concrete step towards your goals, I recommend Sherman to support you on your financial journey.

Guo Jie

Sherman and I were secondary school classmates, and even back then, he was already very passionate about the finance industry, and he proved it with his good grades. He studied diligently for his national exams so that he could achieve his goal of entering the Accountancy course in Singapore Polytechnic.

My journey with Sherman has been a smooth one. He advocates the importance of good financial planning and starting as early as possible. Moreover, as Sherman represents an independent financial firm, he is able to be objective and unbiased, acting only in my best interest. He thus prepares a few policies that are best suited for me and further explains the pros and cons of each policies so that I can make an informed decision.

To me, having trust in my wealth management consultant is of utmost importance. Having known Sherman’s character since our secondary school days, I trust him and am comfortable to share my financial situation with him.

Claire

My experience with Sherman has been very pleasant. He is very passionate in personal finance and it shows in how he goes the extra mile for his clients. I also like that he is patient and gives me the time and space to make an informed decision. I feel very comfortable with him.

Jie Ni

Sherman is trustworthy and sincere in helping his clients achieve their financial goals. It has been fruitful and enriching journey with him. The valuable advice and life experiences that he has shared with me have broadened my perspectives.

He also presents complex financial concepts in ways in which I can easily comprehend. He constantly improves his materials, showing how devoted and committed he is in his work.

Hadi

I have known Sherman for 5 years now since our days together in army, and he has been consistently advocating the importance of saving money. He sincerely wants to ensure that his clients are financially prepared for the future.

Our financial journey together has been great. He spends the time to explain in detail about the policies that he recommends so that I can understand better about them…

Goldwyn

Sherman is one of the most sincere wealth management consultants whom I have met. He is knowledgeable about personal finance, honest and forthright in his recommendations, and most importantly he is trustworthy.

His patience and passion for his work is apparent. Not only is he generous in the information that he shares, but he is also able to break down complicated financial concepts into easily-understood graphs and visual examples. He helps his clients understand the steps that they have to take in order to progress towards their goals.

Cheryl

Sherman takes the time to understand the priorities and concerns of his clients before recommending suitable solutions to them. He is genuine and acts in the best interests of his clients, which is one of the things I like most about him. He is also knowledgeable about his work and readily address any questions that I may have, so as to ensure that I understand and am clear about the financial decisions that I make.

Lucas

Sherman is a passionate wealth management consultant who sincerely cares for his clients. He is knowledgeable and meticulous in the work that he does for his clients. I also love that Sherman is always looking out for my finances and makes it his priority to ensure that I reach both my present and future goals. 

It comforts and heartens me to know that I can count on Sherman and he never fails to simplify unfamiliar financial terminologies and concepts for me to understand

Engaging the right wealth management consultant is just like leveraging on a coach to guide you in cultivating better financial habits and proper managing of spendings, and Sherman is the consultant I’d recommend to my friends.