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.

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）

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！

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!

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。

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!