Rena Er Xin Rui, IBFQ

Financial Planning is a lifelong journey of understanding your needs and working towards your goals in life. Change is the only constant in life, which is why I strongly believe that individual life planning should not be a one-off event. As time progresses, your personal goals, needs, circumstances and aspirations will evolve. My role is to be here to support you through the adventures and milestones in life and offer ideal financial support for you and your loved ones. I’ve always believed that careful planning and thorough analysis is crucial to ensure the security of your wealth for yourself, your family, and future generations.

I work closely with a team who values credibility & integrity in our business. We believe that financial literacy plays a crucial role in empowering individuals to make informed and responsible financial decisions, ultimately leading to financial security in life. Hence, this book “How I Met My Financial Consultant” (Vol.1) is written in hope to educate our clients in financial planning and to achieve financial freedom. Within the pages of this book lies an infinite wealth of knowledge, serving as a financial survival guide tailored for you.

Being a cheerful and quirky individual, I aim to make a positive impact on the lives of people around me. Not just by helping them build their financial portfolio and achieve their goals but also as a lifelong friend. We all walk different paths in life and have experiences that are unique to the challenges that we face. Life has taken me on a journey filled with diverse experiences, encompassing both joys and challenges, yet my unwavering choice remains to embrace optimism above all else. Maintaining a positive outlook serves as an inspiration to uplift those around me and fosters a ripple effect of optimism and positivity that extends beyond myself. Let’s have a chat to see how I can bring these qualities into your financial journey. I’d love to hear about your journey!

Coffee?