Sheena is a dedicated Financial Educator who emphasises on the importance of financial education. She specialises in working with families and millennials, educating and guiding them through their financial planning journey. She also constantly strives to expand her financial knowledge in order to benefit and value-add to her clients in the long term.
As a member of a family of 6, Sheena grows up well protected and supported by her parents and siblings. While her parents focus on building their wealth, there was not much emphasis on protecting their wealth and that exposes them to financial risks that could hurt their finances and retirement nest egg. Over the years, Sheena has helped to enhance her parents’ and siblings’ protection gaps which provides a peace of mind and assurance for the family in times of need. Now, she hopes to spread the importance of proper financial planning with as many people as possible and guide them through their journey.
“Through financial literacy, you will gain the knowledge to build a secure Financial Home.”
Principles & Values
Trust and sincerity are two important values Sheena holds close to her heart. If there is no trust, there will be doubt and uncertainty. To build trust, it takes time and work. But when trust is established, then there will be effective communication and understanding, which Sheena values as an essential component in building long lasting relationships with her clients.
Belief & Interest
Sheena believes that by sharing financial knowledge to individuals and families, it empowers them to make better financial decisions and assist them in moving towards their financial goals. As circumstances can change as we move through life which may impact our financial plans, she also ensures that contingencies are in place.
She also emphasises on finding a balance in all aspects of life – career, personal, social and family.
She promotes a healthy lifestyle through balanced meal plans and exercise and strives to maintain work-life balance – spending quality time with loved ones and working towards her financial goals.
Wall of Trust
Testimonials & Referral Notes
Lee Ai Tee
I was looking at options to grow my wealth using the accumulated cash in my bank account. Sheena went through with me the options available and showed me how I can use my funds to enhance my retirement nest.
With the proper methods used, I am able to increase my portfolio by 1.61x more in 24 years. This is strategically better than what I would have accumulated by leaving it idle in my bank account. My retirement portfolio will increase by a good 204%!
I was introduced to Sheena through a friend.
Due to my busy schedule, Sheena and I mostly conversed through phone and email. She was able to understand what I wanted through our conversations and was efficient in coming up with solutions that can meet my current needs – building my retirement nest and tax savings.
After meeting her, I found out that the funds in my SRS account could be better utilized. She showed me how I can use the funds to enhance on my retirement plans. With her recommendation, I am able to generate 1.88x more in 20 years, than what I would have accumulated by leaving it idle in the bank account. My investment will have a return of 203% at the maturity of the policy. I also get the flexibility of withdrawing the funds after 5 years.