"Live life by design, not by default"
Financial Consultant. Friend. Daughter. Sister. Citizen
Hi! I'm Sheryl!
I’m a licensed senior financial consultant based in sunny Singapore. I work with people in Asia on their insurance and financial planning portfolios, safeguarding their assets and guiding them toward where they want to be.
Over the years, I have advised people from all walks of life, including women business owners, expats, medical professionals, retirees, family offices, and professionals in areas such as insurance, wealth building, and legacy planning. After assessing their financial portfolios, I have identified many pivotal areas that were unaddressed. Many portfolios had little to no direction and does not address the core of a robust financial portfolio. Due to the lack of guidance and understanding, people often neglect their financial health and portfolio for years, even decades. Eventually, it can become challenging to address the gaps all at once, moving people further away from their goals.
Through my experience, I've come to realize that people were unaware of how to start and what they needed due to the lack of awareness. Since then, improving financial literacy became the focal point of my advisory consultations.
Early intervention and awareness are key.
Inspired by conversations and findings, I wanted to reinvent financial advisory, bridging the gap between products/solutions, financial education, good advice, and top-notch service.
Financial planning should be a seamless, comfortable, and pleasant journey. Everyone deserves good advice, regardless of their net worth.
