Elizabeth Chee, English Educator

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.