Connecting Your Financial Pieces with You

Hi, my name is Raina, and my career switch to the world of financial consulting was a bold move after spending 7 years in the F&B industry as both a barista and marketing personnel.

This switch did not come naturally to me, as I had never seen myself in this field. However, after 5 years in the corporate world, I felt jaded due to the lack of progression and real-life engagement with individuals. I realized I wanted something where I could take charge of my own growth and engage in genuine conversations with others.

That’s when, I took a leap of faith into financial consulting. As a financial consultant, I aim to uphold my principles of being empathetic, genuine, and ethical. To me, it’s about understanding one’s situation and empowering individuals to take charge of their financial future while celebrating all the small wins in their lives.

Let’s embark on this lifelong financial journey together with confidence and clarity.

PERSONAL

Helping you to understand what financial planning entails and the different types of plans, assessing your current financial status, as well as offering advice on CPF planning.

PROTECTION

Protecting you and your family against unforeseen circumstances. Ensuring that your standard of living is not compromised in the event of premature death, disability or critical illness.

ACCUMULATION

Identifying your financial milestones such as planning for property, children’s education and retirement planning and helping you to meet your objectives one step at a time based on your financial means.

CORPORATE

Advising on business succession plan and keyman insurance, as well as tailoring companies employees benefts to meet your workplace goals, including holding talks and seminars.

Raina is very knowledgeable in her craft. Despite being new to the industry, she is passionate in her role and does her best to plan according to my needs. An attentive and cheerful person, she makes it easy for me to share and is definitely a dependent consultant

Raina is meticulous and sincere in addressing my financial needs. As a budding financial planner, she makes the effort to listen to my requirements and find ways to work out a feasible plan for me. Very reliable!

I had the pleasure of working with Raina as my financial consultant, and I would like to speak of her professionalism and patience. She demonstrates great understanding of the products available, and listens attentively to my needs before providing thoughtful and informed recommendation to fit my needs and budget.

Raina was referred to me by my son. She presents herself well and was very patient when explaining the various solutions available for me. She takes into consideration of my situation and propose accordingly to my budget. She is prompt with follow up, however, isn’t pushy at all. Not only does she addresses my wants, she highlighted my needs as well, and allows me sufficient time to consider. Overall, I’m satisfied with the services she provides and how well she manages her time.

I had a pleasant experience working with Raina on my portfolio. She took the time to hear my concerns and ensured that I fully understand my available options. The solutions she had proposed fits perfectly into my situation. Raina comes across as intelligent, patient, a great listener and also has a lovely personality. The entire process was smooth and her knowledge of her products is impressive, as she answered all my questions with clarity. I'm truly grateful for her help.

I am grateful for the guidance I've received from Raina. Despite her youth, she has shown remarkable patience and professionalism. Raina took the time to thoroughly understand my portfolio and provided tailored advice that highlighted gaps I hadn’t noticed before. Her dependable and responsive nature made the entire process efficient and transparent. I appreciate her strong follow-through, which has ensured I only invest in products that truly benefit my goals. Thank you, Raina!

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By clicking the 'Submit' button, I confirm that I have read, understood and given my consent for Prudential Assurance Company Singapore and its related corporations, respective representatives, agents, third party service providers, contractors and/or appointed distribution/business partners (collectively referred to as “Prudential”) to collect, use, disclose and/or process my/our personal data for the purpose of contacting me about products and services distributed, marketed and/or introduced by Prudential through marketing activities via all channels including but not limited to SMS, Social Media, In-app Push Notification, Phone Call etc and perusing my contact details which Prudential has in its records from time to time and in accordance to the Prudential Data Privacy Notice, which is available at http://www.prudential.com.sg/Privacy-Notice

I hereby expressly understand and agree that my given consent(s) herein do not supersede or replace any other consents and/or previous consents which I may have previously given to Prudential in respect of my personal data and is without prejudice to any legal rights available to Prudential to collect, use or disclose my personal data. I understand that I can refer to Prudential Data Privacy, which is available at https://www.prudential.com.sg/Privacy-Notice for more information.

I may contact Raina Ee, a representative of Prudential Assurance Company Singapore at rainaeewq@pruadviser.com.sg on how I may access and correct my personal data or withdraw consent to the collection, use or disclosure of my personal data.

Raina Ee representing Prudential Assurance Company Singapore

www.prudential.com.sg/fc-info

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