Winnie Hoo, Secretary

We know each other during university and almost 10 years friendship. She is very friendly and outgoing person. She is always stay positive no matter what and always encourage me and by my side. She analyses my cash flow & customised a financial plan that suit myself. With her detailed explanation, I’ve learnt how to manage my financial better, especially wealth protection (medical & life plan) to protect myself so won’t give any burden to family & wealth accumulation (investment and endowment plan) to help me to grow my money faster so I can achieve my goal faster. by enrolling into medical plan, investment plan. If want to give her a rating, I will give 100% haha! Definitely will recommend my friends to her to get benefited from her. (And I’ve recommended 6 friends to her) Lastly, I want to say with her: You are a very hardworking girl, and will work hard to achieve your set goals. You keep on learning new things to improve yourselves and also willing to share with others what have you learnt. This is not easy to change to a new career path,and you managed to do it well, proud of you ❤️❤️❤️

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😉

Sean Yip, Food & Beverage Manager

I met Rachel at a roadshow in early September 2022. At first, when she approached me I just thought that its another financial consultant trying to sell me another insurance plan when I have everything covered. However, she is someone different with other roadshow agents I ever met. After she spoke and check through the insurance plan I currently have, she have help me to optimize my coverage and reduce my premium by restructuring my coverage. Definitely I would recommend my friends or anyone to Rachel as she is professional in her work.

Damien

I met Rachel while walking around in Jurong point. She approached me in a friendly manner cause she was doing roadshow there. At first i was hesitant but after hearing what she had to share i learnt more about how to plan for my finances. This allowed me to learn more about how to plan for my finance and even what to do if something were to happen to me. I rate her 10/10 as when explaining she is very patient and you can really tell that she is really trying to help, instead of just trying to sell. When trying to claim back the money i spent going to A&E and the follow-ups, she made sure to guide me step-by-step as I have never done this before. Making sure all my claims add up to not shortchange me. I really appreciated it. I would love to recommend to friends and family because after this incident i feel like i can trust what she is capable of.

Keat Wai, Senior Sales Associate

We met each other at Jurong East roadshow. And also just nice we are came from same hometown and we can speak the same language and feel close in this. She is very friendly and professional in her work. She always think of benefits from customer’s angle. She also a patience and explain every details to me slowly. This is the first time I explore in financial planning and I have better understanding on a holistic financial planning with her clear and detailed explanation . Besides that, overall I have excellent experience & better understanding on my financial condition. Definitely will recommended Rachel to my friends who need financial planning.