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Successful Financial Planning - Do Something Today That Your Future Self Will Thank You For

Sherene Lua Chen Ting

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REP No.: SLC100094070

Associate Director

From the age of 5, my childhood ambition was to become a teacher. After seven fulfilling years of shaping young minds and instilling values in primary school children, I transitioned into the finance industry. Despite the change, my core belief in education remains unwavering, now focused on the realm of FINANCIAL EDUCATION.

Seeking a happy life is a universal pursuit, often manifesting in our work, relationships, health, and wealth. This quest frequently involves decision-making, guided by fundamental questions:

  • What truly matters to me?
  • Does this align with my beliefs, thoughts, and emotions?
  • How am I managing my current and future resources?
  • Will this decision bring me closer to my goals or lead me further away?

Reflecting on these questions has been pivotal in my own decision-making journey and has guided many clients, who have become good friends, over my 13-year career in this financial planning journey.

Financial planning extends far beyond the realm of the wealthy; it’s not merely about calculations or product comparisons, tasks easily handled by robo-advisors. True financial planning begins with a reflective journey, where we delve into your dreams and aspirations, setting meaningful goals. Only then do we assess your current financial standing, manage your finances, and craft a plan to realize those aspirations.

If this resonates with you, let’s connect to make decisions together that your future self will truly appreciate.

Years of Experience
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Testimonials

Besides providing excellent service, she is also concerned clients’ personal growth, health and all aspects of their life. Thank u, my lifelong friend and financial planner, Sherene Lua!

Yanyun

Teacher

Appreciate Sherene being my advisor. Going extra mile to plan, help and guide me on this path. Happy to have met this friend!

Kai Hian

Engineer

We are lucky to have Sherene as our consultant. She is able to identify our needs very quickly and also come up with a good plan for us. All in all, I will not hesitate to introduce my friends/family who needs financial planning to her :) Thank you Sherene!

Jasmine

HR Manager

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