As the saying goes, “many overestimate what they can do in a day and underestimate what they can do in a lifetime”. As Sherman often shares, planning is not just about having money now, or next month, but about having money when you need it 15 years or so from now.

With the help of Sherman, I found it much clearer and less daunting to manage my finances effectively on this “adulting” journey. I like how he encourages me to take a step back to understand myself and my goals better, something I would not have done in my own time.

I would highly recommend Sherman as a wealth management consultant as he is very attentive, trustworthy, and I feel very comfortable voicing out my questions and thoughts.

My financial journey with Sherman has taught me the importance of being patient when investing as we should look at the long-term. Our sessions have helped me realise that investing is no longer a want but a need as our hard earned money saved in our banks is guaranteed to lose its purchasing power over time. 

Throughout my financial journey with Sherman, what I enjoy the most is his detailed explanation and how he is able to present me with the best solution after having done the comparison.

I trust my friend who recommended and referred me to Sherman. After meeting him a few times, I can see why he whole-heartedly trusts Sherman. It is very clear that he cares about growing my wealth and helping me improve my saving habits.

These sessions with Sherman have not only helped me to understand my own finances better, but also have made me more well-equipped to manage it.

I can tell Sherman is very passionate in what he does and truly cares about his clients, which makes me glad that I have him as my wealth management consultant. 

One of the things I like most about Sherman’s service is that he goes beyond introducing plans for my insurance and investment needs. He also generously shares and helps me to set up his system for cultivating good spending habits which helps me get closer to attaining my financial goals.

With a curated financial strategy tailored to my risk profile, I am able to acquire a $100,000 investment portfolio earlier than expected and am on track to reaching my goal of retiring by 55 years old.