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!

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

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.

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.

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😉

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。