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 💯!

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）

Charlotte, Recruitment Consultant

She is my sister in crime and glad to become her sister as she is a considerate and straightforward person. She always provide me with the advices no matter on my education or career. Im impressed on the way she explained the financial plans to me after analysed my financial status and realise that i have to plan for future instead of currently. Everyone must have holistic planning and she will ensure all the plans and policies to suit my individual needs and requirement. I was quite confused about my previous policies in Malaysia until she explain to me in detail after measuring all the risks. She is a patient, professional and good listener as she able to alert me with the potential issues or events and provide the solution by offer few financial options to me. In short, highly recommended to everyone and don't hesitate to contact her for her to tailor your own financial plans. :) She will definitely help you out and no obligation!! No worries😉

Yeong Kang, Project Manager

I know Rachel because of my housemate and I witnessed her since day 1 she joined this industry. Before this, I have never really spent my own time looking into financial planning. However, after meeting with Rachel, I have come to learn that a good financial planning is crucial to translate into long term income with protection, instead of focus on money I earn now. She helps me to have policy review and provide objective advice on my financial portfolio to make my portfolio more comprehensive. Rachel has become my absolute "go to" person for anything regarding financial planning. There are many other "hard sell' agent out there, but I have never found anyone as complete a professional as Rachel. She is very patient and accommodating, even simplified all my financial plans into a table form for me to understand better. Moreover, she is always well-prepared and up to date, often share new financial plans which can benefited me. For those who are looking to start financial planning, you should contact Rachel without any pressure. There should absolutely be an extra cookie in her stocking at Christmas time.

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💪🏻

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！