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. |