Shermene Chan
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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
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