Amos Liu, Social Worker at FSC Community Service

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. He is clear in his communication and breaks down complex financial concepts easily for me. 

Although he’s only started being my consultant since March 2021, I appreciate that he has gone out of his way to engage and understand me on a personal level and also seeks to find out about my financial goals.  Apart from recommending financial plans that meet my needs, he also strives to build a financial management system for me to keep me accountable in achieving my financial goals, which would be beneficial for me in the long run. He has also been prompt and patient in answering my queries and puts in effort to follow up with me regularly to ensure that my finances are on track. 

With his dedication and knowledge, I would highly recommend Sherman to be the one supporting you in your financial planning and adulting journey.