Mdm Tan, Housekeeping Executive

我在一个牛车水roadshow 认识慧婷小姐的，当下我刚刚放工去买买东西。她就过来问我关于住院保险的，因为市场上的改变政府也鼓励买这个佳院保险。 她也跟我说了很多东西和详细的资料，我觉得真的不错哦对我也很好，而且有政府津贴medisave,帮我减轻了负担，因为我也还有妈妈和其他负担，她的帮忙就免了我以后的担忧,医药住院那些． 买了这份住院保险后，也让我觉得很安心，放心地工作。我以为我那么大年纪还买不到的。 她跟我很详细地讲解后，我一有不明白，她也会耐心再次地解释给我听。谢谢她，因为之前都没有人告诉我关于这方面的事情。 由于年纪关系，所以我必须去做身体检查，她还会带我去做身体检查和一直更新我我的保单状态。 偶尔她也会一直联络关心我，问我近况如何叫我不要太操劳要take care. 我觉得很好啊，你这个 agent 很好啦。继续加油!

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 💯!

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！

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.

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.

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 ❤️❤️❤️