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）

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!

Bing Luen, Admin Executive

Thing thing is my university friend and I am fortunate to be friends with her as she is a wonderful and true person I know. I am so happy to see you are doing good in this career. I was incredibly impressed with the way she provided financial services! She will analyse and understand more about my current financial situation and make me realise the importance of insurance and wealth accumulation especially I reach this age. She is very patience and can always understand my needs & goals. She make a very clear comparison between Msia & Singapore policy that will benefited me the most as she knows I will stay Sg for long term. She don’t mind to explain thousand times & provide relevant recommendations. She is very fun person and will make the whole meeting more relax. Always bring positive vibes to people around you! She always be there for us if we need her. She make me feel secure & in good hand about my financial plan. If you are looking for a reliable financial consultant, thing thing (Rachel) will be the right choice!