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Buy NowHello, I’m Rachel, an Independent Financial Advisor with Financial Alliance, Singapore's largest independent financial advisory firm.
My Background
As a former frontline social worker, I had the privilege of helping dozens of immigrant families overcome life and financial challenges. I later spent 9 years in the international finance sector, focusing on corporate social responsibility and working on sustainable development projects with the world's leading sovereign-backed investment company, striving to bring positive change to more families and communities.
Fluent in English, Mandarin and Cantonese, and well-versed in the cultural nuances of Singapore, Mainland China and Hong Kong, I’m able to offer personalised, efficient service to new immigrant families, local clients, and those from Chinese-speaking regions.
My Mission
Guided by the belief that "life influences life," I focus on professionally safeguarding each client’s wealth, helping families create, preserve, and pass on wealth.
My Commitment
I provide customised financial plans tailored to each client’s needs, regularly reviewing and adjusting them to ensure their financial goals are met. Always putting clients' interests first, I offer unbiased professional advice to break down information barriers and minimise financial risks, ensuring your long-term benefits.
Feel free to reach out if you have any questions or would like to learn more about my services. Thank you for visiting my website, and I look forward to connecting with you!
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大家好,我是Rachel,是新加坡最大独立理财顾问公司Financial Alliance鑫盟理财的独立理财顾问。
我的背景
作为曾经的前线社工,我有幸帮助了数十个移民家庭解决生活和财务上的困难。随后,我在国际金融领域工作9年,专注于企业社会责任,并在全球领先的主权投资公司参与可持续发展项目,一直努力推动为更多家庭和社区带来积极的变化。
我精通中英粤三语,熟悉中新文化。这使我能够为新移民家庭、本地家庭以及来自其他华语地区的客户提供更贴心、更高效的服务。无论是在语言沟通还是文化理解上,我都能确保为客户带来更优质的服务和体验。
我的使命
秉承着“用生命影响生命”的信念,我致力于用专业守护每一位客户及其家庭的财富,让更多的个人和家庭实现创富、守富和传富。
我的承诺
我专注于通过个性化的风险管理策略,为每位客户量身定制财务方案,并定期评估和调整,以确保实现您的财务目标。始终以客户的利益和需求为出发点,提供中立的专业意见,助您打破信息壁垒,避免单一规划的财务风险,维护您的长期利益。
如果您有任何疑问或需要进一步了解我的服务,请随时联系我。感谢您访问我的个人网站,期待与您交流!