Kenix Ho, Analyst at British Petroleum

 

As a young adult starting out on this ‘adulting’ journey, it can be overwhelming when it comes to managing my finances effectively. However, having gone through a few sessions with Sherman, it got much clearer and less daunting. I particularly like how he makes it a point to encourage me to take a step back and understand myself and my goals better, something I would not have done in my own time. This also allowed me to visualise how I wanted my retirement life to be, and gave me a clearer picture of what life will be like in the future. 

Sherman is a very patient and sincere individual. I like how he makes it a point to check if I have any questions during the session to ensure that we are both on the right page. Also, he draws on many intuitive examples to make his explanations easier to follow and more relatable in nature. 

Furthermore, he is extremely passionate in helping his clients achieve financial independence at an earlier age. He ensures that he customises his solutions to suit my risk profile, and is always ready to take on any questions whenever it arises.

All in all, Sherman is a very trustworthy Wealth Management Consultant and I would definitely recommend him to those who are interested (especially if you’re just starting out on the ‘adulting’ journey) to find out more on how you can better manage your finances!

 
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Nila, Auditor at KPMG

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Sun, Healthcare Assistant at Khoo Teck Puat Hospital