Rachel is a dedicated financial consultant who began her advisory journey in December 2024. Despite being relatively new to the industry, she has quickly established herself as a high-performing advisor. Within her first year, Rachel achieved the prestigious Million Dollar Round Table (MDRT) qualification, a testament to the trust and confidence placed in her by her clients. She has also been recognised as a Personal Wealth Manager (2025).
What drives Rachel most is the opportunity to make a meaningful impact on the lives of the people she serves. She finds purpose in guiding fresh graduates as they take their first steps into financial planning, supporting working adults in building long-term financial security, and helping parents and pre-retirees plan for a comfortable retirement while safeguarding their legacy.
Prior to entering the financial services industry, Rachel made a mid-career transition from the agriculture sector. Her experience in a people-centric and operationally demanding industry has shaped her practical and grounded approach to problem-solving and long-term planning. This background allows her to better understand the real-world challenges her clients face and to deliver financial advice that is thoughtful, empathetic, and tailored to each client’s unique circumstances.Rachel is committed to walking alongside her clients through every important financial milestone.