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 💯!

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.

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！

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.

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.

Eddie Hong, Sales Assistant

Rachel是一个专业、有耐心又有爱心的财务顾问。我最行赏她的地方除了她办事效率高以外，就是她非常有同理心。前一阵，我经济上遇到难题，她不但介绍我做好的保单，她更是安慰我，鼓励我坚强，这让我很感动。 她拥有一颗同理心和爱心，相信她所有客户的财务规划在她引导下，一定没问题。我真的很感谢她教我财务规划的重要性，也教会了我助人为快乐之本的道理。对我而言，她是财务顾问，更是一个很贴心的大姐姐。 我很庆幸在Roadshow遇到她。我相信，接下来，除了我以外，所有在她细心帮助的客户下，她就是我们唯一一个财务顾问。我强力推荐大家，如若要找财务顾问，二话不说，Rachel是你们的首选哦（我不是在打广告，而是说真的）