Rachel is a financial advisor with over one year of experience in the industry. She has earned recognitions, including the Million Dollar Round Table (MDRT), Chartered Financial Consultant (ChFC®), Associate Estate Planning Practitioner (AEPP®), and was named Top New Advisory Practitioner in January 2024. Additionally, she is a member of AIA Prestige Titanium Club.

Passionate about empowering individuals to achieve financial security, she takes a personalized, holistic approach to financial advisory. Her philosophy revolves around giving unbiased financial advice to her clients, giving them more time and money to be able to spend these on their loved ones instead. She fosters trust-based relationships built on integrity and transparency, helping clients navigate their financial milestones with confidence. For Rachel, financial advisory is a way to give back, providing peace of mind to her clients and their families, and becoming a valuable resource for her loved ones in times of need.

She specialises in helping Fresh Graduates, Working Professionals, Pre-Retirees, and Retirees, all of whom benefit from her expert guidance in making informed financial decisions. She creates customized strategies that address both short-term needs and long-term aspirations, ensuring that every financial plan is tailored to the client’s unique situation.

With areas of expertise ranging from Insurance Premium Optimization, Investment Diversification, and Retirement Planning, to CPF Optimization, Legacy & Estate Planning, Will Writing, and Tax Planning, she is dedicated to helping her clients protect and grow their wealth while planning for a secure future.