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Rachel Tan

Financial Services Consultant
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Driven by empathy, "always be kind" is my motto in life. I learnt and understood the importance of proper financial planning through my mentor in TrueNorth Financial.

Despite my limited savings, I finally took the first step at 24 years old to get myself protected — and I am so grateful that I did. Just 6 months after getting a Hospitalisation plan and a Personal Accident plan, I got into a motorcycle accident which left me immobilised for 6 months. The medical treatment and surgeries chalked up close to S$80k in total towards full recovery. I also had to stop working for 6 months. Thankfully, everything was covered by AIA. If not for my mentor who planned and maximised my protection with the little budget that I had, I would still be in debt today.

I decided to join the business and hope to be able to pay it forward. I want to share and help people from all walks of life with first and foremost, protection planning. To be there for my clients at every step of their journey to achieving their financial goals.

"Knowing where you're going is the first step to getting there" - Ken Blanchard

Let me help you take the first step :)

Credentials

Bachelor of Digital Media in Web Comms & Marketing MDRT 2024

STORIES

Worth Sharing

Testimonial
Rachel is able to understand the quirks and needs of her clients
Afiq, Analyst
Testimonial
Rachel was ever ready to assist us in every way she could
Firdaus, Civil Servant
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The financial planning sessions conducted by Rachel was done at a comfortable phase with no pressure to commit
Syazwan and Marissa
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Rachel; extremely meticulous in planning, easygoing and understanding
Gui Hua, Key Account Manager
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She comes from a genuine place, very sincere, and ultimately has her clients best interest in mind
Daniel Tan, Apple Advertising Producer
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You will find yourself in good hands!
Rashidah, Research Engineer
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Takes her time to understand before recommending
Tay Wee Zheo, Business Analyst
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She is pleasant, patient and understanding.
Oo Oo Tun, Managing Director
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Rachel is patient and professional
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Testimonial
I have nothing but positive things to say about Rachel
Bao Hui, UI/UX Designer
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She was the natural choice
Zulfikar, Safety Executive
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Takes pride in her work & always goes the extra mile
Emergency Responder, Syed Anas & Nur Fidtria
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Non pushy and holistic approach to financial planning
Anisa
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She’s a meticulous planner who sincerely wants to help
Ei, Digital Team Lead
Testimonial
She tailors your needs and worries accordingly
FY Leow
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Rachel is one of the more approachable advisors I have met
Gladys Sim, Senior Specialist, Mar Comms
Testimonial
I felt comfortable talking to Rachel
Stephen Chin, Photographer
Testimonial
Rachel - an honest, colourful do-gooder.
Erwan, Lead Cameraman
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She has a big heart for people and is never pushy
Amanda Justina
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She is someone I can always turn to in times of need
Syahidah, Video Editor
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I can see her sincerity in helping others
Haffidz, Camera Assistant
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I believe that she will always have her clients’ interest at heart
Coke Koh
Testimonial
Someone I can trust
Julia Chong, Media Producer
Testimonial
I would fully entrust mine and my loved ones lives with her
Shawn Yap
Testimonial
She has helped me through a very stressful situation
Hilda
Testimonial
I know I'd trust her to sort me out!
Yasin
Testimonial
She help out people whenever she can
Nazirah

Disclaimer

This is not an official AIA web profile. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.