Sean Foo, Senior Auditor at Deloitte

I met Sherman during my University days and we happen to share some common interests and financial goals in life. Sherman is someone whom I can trust and am comfortable talking to. He is an attentive listener who tries to understand what kind of policies I need. As such, I find the advice offered by him to be accurate and useful to help me make informed decisions.

Sherman puts in a lot of effort to design a portfolio that suits my real needs. He also adds value during the financial reviews with the use of financial graphs and summaries to help me better understand my current financial situation. As such, I do not feel burdened and worried about not meeting my financial goals as I know he can be relied upon.

One key takeaway from my journey with Sherman is to be responsible and not be afraid to ask questions. Sherman explains in a way such that I can easily understand what I am committing to, and he highlights important information that I need to pay extra attention to. Thus, it makes the financial reviews and sessions more informative and productive.

A piece of advice I would give to those who are interested in starting their financial journey is to be confident and clear about your financial goals. Keep an open mind and fine-tune your strategy to meet your financial objectives. With this in mind, I am confident that Sherman will be an asset to support you in your financial journey.