Mah Guo Jie, Analyst at Avanade

Sherman and I were secondary school classmates, and even back then, he was already very passionate about the finance industry, and he proved it with his good grades. He studied diligently for his national exams so that he could achieve his goal of entering the Accountancy course in Singapore Polytechnic.

My journey with Sherman has been a smooth one. He advocates the importance of good financial planning and starting as early as possible. Moreover, as Sherman represents an independent financial firm, he is able to be objective and unbiased, acting only in my best interest. He thus prepares a few policies that are best suited for me and further explains the pros and cons of each policies so that I can make an informed decision.

To me, having trust in my wealth management consultant is of utmost importance. Having known Sherman’s character since our secondary school days, I trust him and am comfortable to share my financial situation with him.