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.

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.

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 ❤️❤️❤️

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.

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!

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。