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Toh Shi Qi Rachel

In Touch

A Monthly Curated Newsletter

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

The 3 Best Pieces of Financial Wisdom From Oprah Winfrey

From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom.

 
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19 Personal Finance Tips You Were Never Taught—but Need to Know

We asked half a dozen personal finance experts the best tips they could share that most people are never taught. Here are the money-saving and wealth-creating tips they revealed exclusively for Reader’s Digest.

 
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Financial Advice From KIDS

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Toh Shi Qi Rachel
 
 
 
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Testimonials and Referral Notes

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Ms C, 26, University Graduate

Thank you so much for all the help you have provided! She is always patiently explaining to me my policy and making sure I understand. She is always very prompt in response. Thankful to have her as my senior financial consultant.

Ms X, Student

Shi qi is really dedicated and helpful person. She took time to go through the details bit by bit to make me understand about Hospital plans and etc. She seemed really passionate and dedicated to the course she does. She was also very patient and also engaging which made me more comfortable around her. One of the few people who are very clear on what they are talking about and how to talk about the idea more

Angel, 25, student

She is really responsible in the work she does, I have previously met agents who became uncontactable after signing plans with them, so I really appreciate that Shi Qi does check ins and updates about my plans regularly. Shi Qi answered my calls immediately when I needed help, and also processed my claims really fast - appreciate the efficiency! She is also very helpful and answers all of my questions to the best of her ability. Additionally, she is willing to help to explain other policies which aren’t under her, it’s great to have a financial planner who is genuine in the work she does. Really appreciate her! 💓

Mr Ashton, 42, Fintech MNC

Shiqi was super helpful throughout the whole process. She really took the time to understand what I needed and recommended a plan that made sense for me. What stood out most was how patient she was — she explained everything clearly and made sure I actually understood what I was signing up for. Felt really taken care of. Definitely recommend reaching out to her if you need help with insurance!

Ms A, 26, Manager

I sought her advice on my current plans. Shi Qi was incredibly friendly and passionate during our conversation. She took the time to recommend the best policies tailored to my age and savings, focusing on what I truly needed rather than higher-premium options. Her genuine approach made me feel more assured about my financial coverage, and she emphasized the importance of being adequately insured at my stage in life. It's clear that Shi Qi is deeply devoted to her work; she had another appointment right after mine, demonstrating her commitment and passion for helping others achieve financial security. I highly recommend Shi Qi to anyone seeking honest, thoughtful, and professional insurance advice.

Ms J, teacher

Shi Qi is a very helpful person. She would take the time to explain to me the policies that are needed and is patient with me when I encounter doubts. She is able to explain well and slowly for me to understand what she shares. I thank her for taking the time to ensure that I understand the importance of knowing what insurance policies are beneficial. Her dedication to document and safekeep what we have discussed in our meet ups really helped me in my clarity in understanding of my policies. Thank you Shi Qi for the warmest help!