Ezzah, Mindfulness Researcher at SMU

Sherman has always been a reliable and dependable friend, one who listens with his heart and empathises well with others. I had no doubt that this would shine through in my interactions with him as a wealth management consultant. 

He seeks to understand my career and life goals, and pushes me to be more forward-looking in managing my finances. I believe his approach with each client is unique and suited to our needs, and makes sure to cover all grounds with the policies and products that gives me more confidence to make an informed choice. He is also thorough and knowledgeable in his work, and I always feel assured whenever I voice out any doubts or concerns.

He is patient and never pushy when I need more time to make a decision. He ensures that the choices I make are within my comfort level and that makes me feel like my needs are a priority.

Sherman started out with just equipping me with knowledge on the importance of managing finances for a year before we dived into investments and implementing solutions to work towards my goals. For anyone in the same boat as me who would like to learn more, I would definitely recommend you to take the first step with Sherman because his passion and desire to help people is what makes him stand out as a consultant.