About Sheryl
Sheryl is an award-winning financial services consultant based in Singapore, recognized globally among the top 5% of professionals in her field. She specializes in working with women and international clients (living in or outside of Singapore), helping them to build a global, effective, and comprehensive financial portfolio.
Her clientele spans the globe, giving her deep insight into working with individuals from diverse cultural backgrounds. Through this experience, she crafts financial portfolios that align not just with goals, but also with her clients’ values.
Beyond the accolades, what truly sets Sheryl apart is her passion and heart for serving others; her patience, sincerity, keen eye for details, and competence are often what her clients value her for. Today, she serves hundreds of clients from different cultures and backgrounds.
She understands that financial planning isn’t just about numbers or recommending the assets that bring in the highest returns; it’s about asking important and difficult questions, as well as educating her clients first so that they can gain clarity and decide on what they want or don't want in their portfolio. She brings value through stewardship, education, and clarity.
As a certified High Net Worth Adviser, she also tailors financial solutions to affluent individuals, business owners, family offices, and multi-generational families. Equipped with deep expertise and advanced financial tools, she is well-positioned to navigate and manage complex structures within her clients' financial portfolios.​​
Outside of her advisory work, Sheryl is an entrepreneur, actively running multiple businesses and projects.
Passionate about nurturing the next generation of females, she speaks on financial literacy for women at schools and events. As a proud alumna of CHIJ, an all-girls school in Singapore, Sheryl contributes as a member of the alumni executive committee—supporting community growth, giving career talks, and mentoring young girls.
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Beyond her professional pursuits, Sheryl is a passionate dancer, a devoted pawrent to three beloved dogs, and an avid enthusiast of art and fashion. In her downtime, you’ll likely find her in the dance studio, exploring art exhibitions, or spending time with her furry companions.
Expertise
Specialization
She specializes in working with women and international clients (living in or outside of Singapore). Her experiences serving individuals from diverse countries, backgrounds, and cultures have made her the preferred financial consultant for her international clients.
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Experiences
As a business owner herself, she understands the challenges entrepreneurs face, including balancing personal and business wealth, managing cash flow, and navigating risks, as well as planning for business succession. Through her experiences in working with first and second-generation business owners, she has developed the ability to anticipate and address challenges businesses could face, making her a trusted consultant among professionals and business leaders.
She takes a structured and forward-thinking approach, identifying potential risks and blind spots in financial portfolios to ensure her clients are prepared for both opportunities and uncertainties.
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Her local and international clientele trusts her to help them achieve long-term wealth preservation and build generational wealth. Sheryl is adept at safeguarding their assets, businesses, and income from unexpected situations, while also guiding them towards systematic and prudent growth of assets and transfer of wealth to meet their financial, retirement, and estate goals.
Philosophy
Consultation philosophy
Sheryl believes that no two financial journeys are the same; hence, she takes a personalized and consultative approach to craft tailored strategies that balance short-term needs with long-term prosperity.
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Whether it’s a busy executive or professional planning for retirement, an entrepreneur juggling multiple ventures, or a family planning for the next generation, she takes the time to truly understand their goals, concerns, and financial positions. She believes in the power of collaboration between client and adviser, and strategy over products.
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She does not believe in pressuring her clients to adopt solutions that they do not understand or are uncomfortable with, but rather, gives them the space to make sense of the ideas to see if it fits their needs or life stages. Her role is to highlight blind spots -what her clients are unaware of and provide effective solutions, but they will decide what they are comfortable with.
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Multi-generational planning philosophy​
She understands the truth behind the saying, “wealth doesn’t last beyond three generations”, a challenge faced by many families worldwide. Many families want to transfer wealth to their heirs, but often fear that inheritance could be mismanaged. They also tend to exclude their children from the money planning and talk, so when it is time for them to take over the family's business or wealth, it becomes a huge learning curve for the next generation.
That’s why her approach goes beyond financial growth and protection; Sheryl often focuses on financial literacy and believes in engaging the next generation within the family from a young age on how to understand the world of how money works. A combination of financial education, strategy, a well-structured portfolio, and consistent client-adviser collaboration is the key to effective legacy planning.
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