Chan Jia Jun, Finance Analyst at JP Morgan

I chose Sherman as my wealth consultant as he is trustworthy, friendly, and most importantly, plans to stay long-term in the industry. 

His sessions were professionally conducted and easy to digest. He breaks down complicated concepts using simple and relatable examples. In our journey, I have learnt about the different options available in the market and what I would need to fully protect myself and my loved ones. These benefit me by allowing me to have a peace of mind and not worry about my finances if something were to go wrong. 

Moreover, I have learnt more about personal financial planning. For example, I have more clarity on exactly how I should allocate my monthly income instead of just having a rough idea beforehand, and also how much coverage based on my current stage of life. 

My advice to everyone is just to set up a consultation session with Sherman. He’s friendly and helpful and will definitely be able to answer your queries if needed! 🥰