Janessa Kong, Executive at Brunswick

I first met Sherman in university - we were both part of the organising committee for one of the sports union events! 

I appreciated the methodical process Sherman used to explain to me exactly what I needed if I wanted to achieve my financial goals, and also the summaries provided by him that gave me a quick overview of the financial products I’ve bought! He was also available to answer any questions I had throughout the process. Also, I dread administrative tasks and so I really appreciated how Sherman walked me through everything step by step and settled everything for me!

I chose Sherman as my wealth management consultant as we already had a good rapport and I trust him. At that moment, I wasn’t looking for a wealth management consultant, but I was open to listening to his advice and I’m thankful that I decided to choose him. 

With regards to one’s financial journey, I feel that it’s never too early to start and it’s all about being consistent. In particular, insurance coverage is important and if you have the ability to pay for it you should start young! Planning earlier has also helped me revisit some of my financial goals and allocate my money accordingly. He also approached me at a great time because once I started work I had no time to think about these things!

I think everyone has to start thinking about their future and finances are a big part of that, so while the inertia is real, it's better to start earlier than later! 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.