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😉

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.

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 💯!

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 ❤️❤️❤️

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）

Mdm Tan, Housekeeping Executive

我在一个牛车水roadshow 认识慧婷小姐的，当下我刚刚放工去买买东西。她就过来问我关于住院保险的，因为市场上的改变政府也鼓励买这个佳院保险。 她也跟我说了很多东西和详细的资料，我觉得真的不错哦对我也很好，而且有政府津贴medisave,帮我减轻了负担，因为我也还有妈妈和其他负担，她的帮忙就免了我以后的担忧,医药住院那些． 买了这份住院保险后，也让我觉得很安心，放心地工作。我以为我那么大年纪还买不到的。 她跟我很详细地讲解后，我一有不明白，她也会耐心再次地解释给我听。谢谢她，因为之前都没有人告诉我关于这方面的事情。 由于年纪关系，所以我必须去做身体检查，她还会带我去做身体检查和一直更新我我的保单状态。 偶尔她也会一直联络关心我，问我近况如何叫我不要太操劳要take care. 我觉得很好啊，你这个 agent 很好啦。继续加油!