Sheri grew up inspired by her parents, who were in the financial services industry, witnessing firsthand the impact they had on the lives of their clients. Whenever something happened to their friends or family, her parents were often the first people they would call, not just for financial matters, but for guidance during stressful times. They would advise on which specialists to see, guide them through their claims, and offer reassurance so they could focus on what mattered most.

This deeply inspired Sheri to follow in their footsteps. She aspired to become that trusted person others could count on, through both life’s milestones and its unexpected challenges.

After graduating from NUS Business Administration (Accountancy and Finance), Sheri began her career in auditing in a Big 4 accounting firm. While the experience gave her strong technical and analytical skills, she found herself seeking a career that felt more fulfilling and meaningful. This led to her joining the financial services industry, where her appreciation for financial planning has only grown. Whether it’s building a strong foundation or planning for the years ahead, her goal is to give her clients the confidence and peace of mind to live life on their own terms.

Specialisation: Wealth protection and accumulation for young adults and their families, and retirement planning. Her mission is to be a dependable advisor, building lasting relationships and walking alongside her clients through every stage of life.