Ming Hoi, Customer Service Executive

Rachel is one of my ex colleagues. We know each other since many years back. She is very helpful, friendly and kind person ever I know her. She gives me a clear explanations to me on the holistic financial planning. She is very patient, good service and able to let me to understand the trend of the policy available in market and try her best to help me in my financial planning. She is different compare to my past experiences and I will highly recommend her to my friends due to her professionalism and confidence!

Wah Fay, Retiree/ Homemaker

Rachel is my brother's agent and I was referred to her. She introduced & customized a proposal to me at my age now as a form of passive income. Throughout the meeting, I have learned that to better managed my extra money and diversify my investments into different basket. She painstakingly takes time to clarify to me clearly whenever I have question to her. She is helpful and resourceful, willing to find out all the information and get back to me as promised. And yes, I received my 1st passive income (dividend payout) right away next month! So happy! Thank you, Rachel!

Charlotte, Recruitment Consultant

She is my sister in crime and glad to become her sister as she is a considerate and straightforward person. She always provide me with the advices no matter on my education or career. Im impressed on the way she explained the financial plans to me after analysed my financial status and realise that i have to plan for future instead of currently. Everyone must have holistic planning and she will ensure all the plans and policies to suit my individual needs and requirement. I was quite confused about my previous policies in Malaysia until she explain to me in detail after measuring all the risks. She is a patient, professional and good listener as she able to alert me with the potential issues or events and provide the solution by offer few financial options to me. In short, highly recommended to everyone and don't hesitate to contact her for her to tailor your own financial plans. :) She will definitely help you out and no obligation!! No worries😉

Kimberly Tan, Nurse

Hello everyone . How I met Rachel is through his brother which is my partner. I can say that Rachel is a fun and loving person to be around with. She has a friendly side of hers. Through her I'm glad that I have got all basic insurance coverage for myself and also helps me with financial savings for now and future. I really appreciate for your help :) Once again, thanks Rachel for being my financial consultant that i can shared with💕💕 Jiayou!

Alvin Tan, Tearista

I met Rachel during a roadshow at Eastpoint. She is there to promote one of the savings account for young people. She is a nice and friendly person who explained the plan in a way I could understand. We met up for a tea break during my off day. She is knowledgeable and could help me understand ways to save enough to be able to at least live comfortably. I understand from her how to SAVE SMART instead of SAVE HARD. Also, she shared with me the importance of protection especially for those foreigners and we can have our protection even working in SG. I would rate the whole meeting is satisfied and I have better understanding on my financial planning. Definitely i will recommended her for people who do not know how to start their own financial planning like save money more effectively.

Maziah, Operator

I get to know Rachel from my friend through his referral. She is a great ,friendly and always be there whenever I needed her. She even helps me to take a look on my tax matters, nomination or part time job opportunities from her circle. Really appreciate that. I have get the opportunity to learn more cause I do not have the knowledge about my basic protection like Medisave etc as a local here. I feel much secure after her explanation. Definitely I will refer Rachel to my friends or family 💯!