DISCOVER HOW TO EMBARK ON YOUR FINANCIAL PLANNING JOURNEY

Free blueprint to have access to my 4-step approach to achieve your financial goals

Rachel Lau

Wealth Specialist

Rachel is a financial advisor in a leading financial institution in Singapore. Over the past years, she has helped and impacted hundreds of individuals and families to consolidate their resources so that they gain clarity over their finances.

A believer of service excellence and professional competency, Rachel is nominated as the financial advisor of the year 2020.

Wanted to get my policies from someone I can trust and who is willing to go the extra mile for me when i need to make claims.. Rachel has really provided me valuable insights into financial planning and advises me as a friend and my advisor. She is genuine in her advice and disregards selling (which is rare in the insurance industry nowadays)!
Jolene Ong
Bank Officer
Rachel is someone who places her client's needs as her top priority. Although she wasn't my first insurance advisor, she was very patient to help me understand my policies and provided clarity to my financial situation. Her confident work ethic is a testament of her passion in protecting the lives of others so that they can focus on other life priorities.
Victor Lau
Asset Management
I approached Rachel on financial planning, she was extremely patient and detailed in explaining the concepts and strategy that would best match my financial goals. She is very knowledgeable and passionate about the financial industry and of life too! A trusted financial advisor and a great friend! Thanks Rach!
Jonathan Weng
Software Engineer
Financial Freedom Is Not Just A Dream, But A Right To Everyone.

Our Services

Insurance

We have only four competitors – Death, Old Age, Disability and Critical Illness. Our mission is to get to our people before our competitors do.

Savings & Investments

We will help you to make your money work hard for you while you work hard

Retirement planning

Proven strategies to create multiple streams of passive income for life

Legacy planning & Estate planning

Provide future generations financial stability, Trust planning and Lasting power of attorney
All We Need Is A Willingness
To Plan And Realise Your Dream.

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I took the path less travelled by taking action
and that made all the difference.
Your time and presence is appreciated, as such approach me only if you are

Open Minded

Willing to learn

Decision Maker

Action taker

Responsible

Love the people around you

DISCOVER HOW TO EMBARK ON YOUR FINANCIAL PLANNING JOURNEY

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