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Senior Estate Planner,
Travel & Life Coordinator
Cheryl joined the financial industry in 2017 due to her interest in the growth of wealth and her belief in cultivating good financial habits. Enhancing her core advisory knowledge, Cheryl achieved the Associate Estate Planning Program (AEPP®) certification in 2018. She has also qualified for the Million Dollar Round Table (MDRT) award for 4 years running, an award which recognises outstanding financial advisers in their practice.
Cheryl’s strong belief that estate planning is an important part of life, alongside the huge gap in Singapore’s financial literacy, has pushed her to actively promote the importance of estate planning and will writing. Her continuous efforts have helped her clients craft unique solutions for caring for their loved ones, especially their children. This includes assisting clients with wealth transfers from one generation to the next, while managing their investments to allocate and invest in the most suitable funds.
As someone passionate about making sure clients retire in the best possible way, Cheryl actively sources for the best financial tools while staying updated on the latest market news. She also monitors her clients’ portfolios consistently. This maximizes her clients’ money and ensures that they are properly investing through the most appropriate funds and channels.
Cheryl believes that it is never too late to start planning, and that organizing assets and writing wills are the ultimate acts of love.
During her free time, Cheryl enjoys traveling and doing extensive research on the countries she visits. Cheryl is also Highlife’s appointed travel coordinator!
Cheryl is not just a great adviser & a friend but someone who truly cares for the people she connects with. Besides diving in deep on the various plans with her clients, she leads very transparent conversations & honest feedback on what works/doesn't work for me, giving me a piece of mind when it comes to important decision making with my finances. I'm truly grateful for her professional advice, definitely a great advisor & will highly recommend to anyone!
Cheryl cares for her clients and she goes the extra mile for them. She is sincere and always puts herself in my shoes to understand my situation. It is a breeze to work with her. She is knowledgeable and genuinely has my best interests at heart.