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 ❤️❤️❤️

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.

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。

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.

Matthew Tan, Part time Cleaner

感恩！谢谢你！ 缘分很奇妙！那天我在小食中心一个人吃着饭让我我遇见绘婷姐妹。 那时我在拿了号码等着看医生顺便吃个饭，她看到我就问候一下我等等的。 经过了解一轮后，原来我没有住院保险，她就帮我申请了还告诉我现在市场上的情况变化。原来改变了那么多。。 之后她也有一直更进我的身体状况和保单进度，让我有安全感！ 她很有耐心尤其是和我这些老人家谈天，跟她说话很舒服！她不像之前的agent那样,只是卖我之后就不见了。她这样有同理心可以做到更好的！加油！ 我一直都跟身边朋友推荐她，大力支持！ 加油💪🏻

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!