Shermene Chan

Shermene Chan

Shermene Chan

High Net Worth Agency Manager

“Wealth grows with strategy, not guesswork.”

Let’s get connected!

About Me

What is it like to have an accountant-trained advisor to help you with your wealth and finances? Instead of spending hours doing small talk and finding common topics, my methodology is simple and effective, going straight to the issue at hand. It has also helped me to serve my clients effectively and achieve my Million Dollar Round Table (MDRT) Award.

It’s important that you don’t make important financial decisions based on emotions but rather through logic, and analysis. Having certainty over each decision helps you to grow your wealth.

Most high-level individuals are too busy with their craft and building their careers that they overlook their personal net-worth and wealth. My role is to ensure that these individuals are financially secured in all circumstances and they can grow their wealth through battle-tested strategies.

With my cross-discipline as an Honours holder (Bachelor of Accountancy) and my skills as a Financial Services Consultant, I can give deeper meaning to any individual’s net-worth and cash flow. While also providing them with sound advice and bullet-proof assurance in troubling times.

If you’re wondering how this would look like for you, let’s connect and chat!

Work Experience

Joined as Fresh Graduate

Conferred BBA (Accountancy) Honours

Credentials

Chartered Financial Consultant

MDRT Achiever

BBA (Accountancy) Honours

Certified Estate Planner & Will Writer

Testimonials

No Result Found!

The testimonial you requested could not be found. Try changing your module settings or add some new testimonials.

No Result Found!

The testimonial you requested could not be found. Try changing your module settings or add some new testimonials.

Write A Review

Tell us your experience with Steadfast Associates!

Get In Touch!

Drop us a message and we will get back to you in 48 hours!

Terms & Conditions*

Have A Question?

Let’s get connected!

}

Monday to Friday

9am to 5.30pm

SP-Steadfast Associates 3 Tampines Grande #03-27 Singapore 528799