Yap Mei Zhuang, Rachel (MAS Rep No. YMZ300793165)

Approval Code: AT10Oct24FN67

Representing Prudential Assurance Company Singapore

Rachel Yap Mei Zhuang, IBFQ

Financial Consultant

Prudential Assurance Company Singapore

Member Of Radiance Group

Introduce Me!

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About

My name is Rachel Yap, and my journey has taken me from the world of nutrition to the realm of finance, driven by a passion for holistic well-being. For years, I dedicated myself to helping others understand the profound impact of food on their health, crafting personalized nutrition plans that transformed lives. I found that every individual is unique, with distinct needs, preferences, and goals. This tailored approach allowed me to empower my clients, teaching them how to make informed choices that nurtured their bodies and minds.

As I immersed myself in my work, I recognized a striking parallel between nutrition and finance. Just as a balanced diet requires a mix of nutrients tailored to one’s individual circumstances, a sound financial strategy demands a personalized blend of investments, savings, and budgeting that aligns with one’s life goals. To deepen my understanding of this connection, I pursued a degree in finance, eager to merge my knowledge of health with the principles of financial literacy.

Now, as a financial consultant, I am committed to spreading good seeds around the world, cultivating a culture of financial empowerment and resilience. I approach each client with the same individualized mindset I honed in nutrition, carefully assessing their unique situations to create tailored financial plans. Just as we can nurture our bodies with the right food choices, we can also grow our financial futures through informed decision-making and strategic planning. Together, let’s explore how to thrive in every aspect of our lives, building a healthier, wealthier world for all.

我的名字是叶美妆,我的旅程从营养学的世界走向了金融领域,这一切都源于我对整体福祉的热情。多年来,我致力于帮助他人理解食物对健康的深远影响,制定个性化的营养计划,改变了许多人的生活。我发现每个人都是独特的,拥有不同的需求、偏好和目标。这种量身定制的方法让我能够赋予客户力量,教他们如何做出明智的选择,以滋养他们的身心。

随着我深入工作,我意识到营养与金融之间存在着惊人的相似之处。正如均衡饮食需要根据个人情况调整营养成分,稳健的财务策略也需要根据个人的生活目标量身定制投资、储蓄和预算的组合。为了加深对这种联系的理解,我攻读了金融学位,渴望将我的健康知识与财务素养的原则结合起来。

如今,作为一名金融顾问,我致力于在世界各地传播良好的种子,培养财务赋权和韧性的文化。我以在营养学中磨练出来的个性化思维方式来对待每位客户,仔细评估他们的独特情况,以制定量身定制的财务计划。正如我们可以通过正确的饮食选择来滋养我们的身体,我们也可以通过明智的决策和战略规划来发展我们的财务未来。让我们一起探索如何在生活的各个方面茁壮成长,为大家建立一个更健康、更富裕的世界。

Awards & Accreditation

  • FasTrack (2026)
  • FasTrack Elite (2026)
  • Bachelor of Nutrition
  • Bachelor of Finance & Marketing
  • Institute of Banking & Finance (Level 1)

HOW I MET MY FINANCIAL CONSULTANT - Volume 1

I believe that Financial Planning is about understanding your own needs and working towards your goals in life. My goal is to share the basic understandings of Financial Planning such that you can make better financial decisions.

I wrote this with the idea of sharing the general concepts; the world is every changing, if you have these concepts with you, you will know how to adapt accordingly. I hope after reading this book, you will learn something!

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Services

Net Worth Analysis

Tax-Planning-Estate-Planning-Illustration

Retirement Planning

Cashflow-Planning

Cashflow Analysis

Insurance analysis

Financial-Health-Analysis

Legacy Planning

financial ratios

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