The belief that everyone deserves freedom is what drives me forward in my work.
What I Do
Investment
I’m currently managing more than $3 million investment portfolio for clients and our company has more than $2 billion assets under advisory.
Independent Platform
I help to compare endowment and insurance products from over 20 companies in Singapore to find the most suitable solutions for my clients.
Proven System
The proven systems that I have set up for clients allow them to effortlessly save for their goals, which include housing, marriage, and retirement.
Time is the most valuable resource - having Sherman to help me with my finances frees up time for me to do the things I enjoy the most. This gives me peace of mind as I devote my energy to those that matter most.
Having been his friend for over 4 years now and witnessing the way he lives his life and treats other people, I know that Sherman is the kindest, most earnest and sincere person out there and he’s in this industry because of his genuine desire to help other people.
Sherman is real patient and knows what he's talking about and so you don't need to be worried about not knowing what to focus on as he'll guide you through the process.
I greatly enjoy my friendship with Sherman as he is one who exudes positivity and humility. He is also never one to draw attention to himself, which I feel is a defining characteristic of a wealth management consultant that I would place my trust in as it shows that he is modest and focuses on the needs of others.
Sherman has a charming and bright personality, and radiates positivity in everything he does. Anyone who knows Sherman personally would certainly testify to his strong morals. Moreover, since the first time I have heard about his passion for providing financial guidance to others, it has never wavered.
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. Not only is he trustworthy and responsible, but his ability to empathise with people makes him a gem of a consultant.
Sherman is genuine, trustworthy and knowledgeable in his field and would be able to suggest the best solutions based on your circumstances. I particularly like that he is detail-oriented and always remembers the small details that you mention.
Having Sherman as my wealth management consultant makes me feel assured as we are both going through the same life stage, so he understands and relates to my current situations and can advise me well.
I chose Sherman as my wealth consultant as he is trustworthy, friendly, and most importantly, plans to stay long-term in the industry.
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.
As the saying goes, “many overestimate what they can do in a day and underestimate what they can do in a lifetime”. As Sherman often shares, planning is not just about having money now, or next month, but about having money when you need it 15 years or so from now.
With the help of Sherman, I found it much clearer and less daunting to manage my finances effectively on this “adulting” journey. I like how he encourages me to take a step back to understand myself and my goals better, something I would not have done in my own time.
I would highly recommend Sherman as a wealth management consultant as he is very attentive, trustworthy, and I feel very comfortable voicing out my questions and thoughts.
My financial journey with Sherman has taught me the importance of being patient when investing as we should look at the long-term. Our sessions have helped me realise that investing is no longer a want but a need as our hard earned money saved in our banks is guaranteed to lose its purchasing power over time.
Throughout my financial journey with Sherman, what I enjoy the most is his detailed explanation and how he is able to present me with the best solution after having done the comparison.
I trust my friend who recommended and referred me to Sherman. After meeting him a few times, I can see why he whole-heartedly trusts Sherman. It is very clear that he cares about growing my wealth and helping me improve my saving habits.
These sessions with Sherman have not only helped me to understand my own finances better, but also have made me more well-equipped to manage it.
I can tell Sherman is very passionate in what he does and truly cares about his clients, which makes me glad that I have him as my wealth management consultant.
One of the things I like most about Sherman’s service is that he goes beyond introducing plans for my insurance and investment needs. He also generously shares and helps me to set up his system for cultivating good spending habits which helps me get closer to attaining my financial goals.
With a curated financial strategy tailored to my risk profile, I am able to acquire a $100,000 investment portfolio earlier than expected and am on track to reaching my goal of retiring by 55 years old.
Having known him for decades, Sherman is truly a trustworthy, virtuous and genuine man, which are the reasons why I fully trust him to manage my finances.
Sherman came highly recommended by a mutual friend. He has been very thorough and in-depth in his explanation, and is very patient in ensuring that I fully understood the solutions that I was interested in.
Sherman injects his personal touch into his business and I can feel the effort he puts into his work. As a person, he exudes humility and is not the kind who chases money or prestige, but instead he genuinely strives to support his clients, which is why I trust him with my finances.
When I first met Sherman through a mutual friend’s recommendation, he came across as a caring and extremely well-prepared wealth management consultant. His preparation and presentation on his first "get to know me" session leaves a deep impression on me, unlike other consultants whom I have interacted with.
Sherman is a great listener and seeks to understand his clients. He understands that finance is a means, ultimately to serve a greater purpose to help people to live better lives.
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.
Sherman is a personable and dedicated consultant who goes the extra mile to understand his clients’ interests, circumstances and preferences. He will be an asset to anyone looking to achieve better financial outcomes and I truly appreciate his holistic and personalised service.
I have known Sherman since our army days, and he has been consistently advocating the importance of money management which was why I have utmost trust in him with managing my finances. The system that Sherman has set out for me is extremely effective to live by and has helped greatly in promoting healthy spending habits.
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.
I feel very comfortable entrusting Sherman with my finances as he keeps me updated consistently, which is important to me. I’m glad that I was open-minded and receptive to the insights that Sherman has provided since we first met as I am now on track to achieving my goals.