Title : Financial Services Consultant
Year Joined : 2020
Years of Experience : < 5 years
Specializations : Financial-Planning
Hobbies : Watching football, Watching movies
Title : Financial Services Consultant

Sharwyn

Financial Services Consultant

“Tough times never last, but tough people do.”
Robert H

Sharwyn’s Story

I was referred to Win Financial by a colleague and NS section mate. My interests piqued when I discovered the value and importance of proper risk management and comprehensive planning in achieving financial goals. The ability to help serve like-minded individuals, brings me a sense of fulfilment. While providing efficient, prompt and effective financial plans to my clients, I also forge friendships with them so as to better understand their financial needs and goals. I believe in maintaining a work life balance and the flexibility of this career allows me to achieve that. Out of work, I love to play and watch football.

Read More About What Others Have To Say About Sharwyn

“Sharwyn was able to present his financial solutions in an easy-to-understand manner, and his recommendations met my needs adequately. He came prepared with materials and was patient to address all my queries. Even if he did not have the answer, he would find out and get back to me eventually.”
-Andrew Tham, Student

“Sharwyn is a thoughtful financial consultant who took time to understand my needs and finances. He suggested plans that were applicable to my life stage. He is concise and clear with his proposal, making it easily comprehensible to a layman!”
-Zheng Ming Xuan, Secretary

“Approached Sharwyn when my wife was expecting our first born. He was helpful and did his research before proposing us the most suitable plan for our child’s future. He was polite, sure of his work and extremely dedicated in helping us!”
-Aaron Then, Dance Instructor