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！

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.

Mr Toh, Entrepreneur

我认识绘婷是在NorthPoint 的roadshow,当时我就要找为保诚的人帮我更改电话号码和邮件地址。 当时看到她就走了过去问她了。 她也很热心地帮我更改等等的，她也很有跟我分享新加坡最新的保险更改。 都解释道非常清楚，人也很友善，谈到都非常开心的！ 我觉得坐保险经纪不容易，虽然我们刚刚认识，但是她会热于助人，这个非常重要。 他也帮我整理了我手上有的保单，确保每样东西都好好的。 我绝对推荐她给身边的家人朋友，我也马上介绍我的干妹妹给她，她也解释道非常好👍🏻加油！非常感谢

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 ❤️❤️❤️

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💪🏻