Tracy Tham, Admin Manager

缘分就是那么的奇妙，真的没有想到有一天会成为我的理财顾问。你还是那么的开朗，善良和乐于助人。感恩，帮我策划了一个专属我的个人财务规划，让我更有方向感和更有效的达到我的人生目标，也能让我实现经济独立的其一。喜欢我们的彼此监督鼓励，然后可以更好的达成目标。 还有， 有时候我也是个问题宝宝，你也很有耐心地一而再地解释我的问题，解释道我明白为止。幸好有你的帮忙，你也知道我不擅长在这一块，需要多一点时间消化，你也很用心的在纸上画了很多可爱的图，让我更容易明白。 还努力的为我争取更好的保障，让我在新加坡做工也能安安心心～ 谢谢你，希望我们一起走到更远，一起看着彼此变得更好！ 朋友们，谁还没有为自己的财物做规划的，我强烈地推荐你们可以找她，他不会HARDSELL，是真心的帮我们理财。

Mr Toh, Entrepreneur

我认识绘婷是在NorthPoint 的roadshow,当时我就要找为保诚的人帮我更改电话号码和邮件地址。 当时看到她就走了过去问她了。 她也很热心地帮我更改等等的，她也很有跟我分享新加坡最新的保险更改。 都解释道非常清楚，人也很友善，谈到都非常开心的！ 我觉得坐保险经纪不容易，虽然我们刚刚认识，但是她会热于助人，这个非常重要。 他也帮我整理了我手上有的保单，确保每样东西都好好的。 我绝对推荐她给身边的家人朋友，我也马上介绍我的干妹妹给她，她也解释道非常好👍🏻加油！非常感谢

Jordan Mercado, IT Manager

I met Rachel in Sengkang way back to September 2023. She treats you well and important not only as a client but as friend that care so much for your well being. She always speaks professionally and happy. I am foreigner and holding E Pass so she share with me what’s the protection I can do in Singapore. During our discussion, I learned that investing in Pru life is not expenses but it is a need, hospitalization and medication now is expensive and life is so fragile and should not taken for granted. I would say she is the best agent 10/10 rate and I highly recommend.

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!

Wynn Sing, Interior Designer

我很幸运因为我的大姐成为理财顾问，因为我不是很会这些理财这方面的概念。 首先她会替我分析了解我在大马买的保障和储蓄，我也完全不了解我有什么保障之类的。 与她的的面谈让我了解自己的财务，健康的重要性，也让我知道自己以后的goal和规划。她帮我分析我的财务状况然后根据我的预算客制化了适合我的投资理财配套，能有一个安稳的未来。 我也知道了我在新加坡可以享有基本的医药保障等等，让我可以安心在新加坡工作。需知道我们外国人在新加坡的医药费也很贵。 她也会很有耐心和简单地解释道清清楚楚，还一直问我明白吗？当我有什么问题时，他可以第一时间很有效率的帮我解决。我也对我的以后的理财规划有了更好的了解。 只要有了保障和稳定的未来规划，我们都可以少了后顾之忧，安心的出门打拼！ 感激能有这次的机会，让我可以更拥有自己的财务规划。 所以我激励推荐Rachel，让她能成为我们人生规划中的好伙伴！