Home - Everlasting Treasure

Shining light on life through finances

Holistic life-based financial consultancy for values-based families and leaders – a journey of aligning all of your wealth with all of your life. Gain clarity, build a strategic game-plan, and live life in alignment with your values and what’s important to you today.

Align all your wealth with all your life

Hello, This is Rachael/Rae

Everlasting Treasure is the heart of what I do since starting my financial advisory practice with finexis advisory in 2017. I believe that where your treasure is, there your heart will be. This is especially since finance impacts almost every aspect of our lives.

Sitting across clients week in and out, I realise many of them care about and are guided by values. That’s how they show up at home and lead at work. Yet, their financial lives were neglected. Not because it’s unimportant, but because there was always a next project to lead and a new boss to manage, while having new people to lead. On top of everything in life.

That is why ‘alignment’ became the center of my practice and journey with clients. A space where you can answer “what is important to me/us?” and build a game-plan for your financial life to reflect that and bring you there.

What previously felt scattered can be intentionally reorganized. Manage your finances, don’t let it manage you. It can be aligned with the rest of your life.

It is also about partnership alignment – we only embark on the client journey if we are aligned. If these strike a chord, I’d love to have a conversation.

Rachael/Rae

Have you ever wondered…

Can what I’m doing bring me to where I want?

I have investments and policies, but everything feels scattered. How do they come together?

Am I getting good value?

because you’re not the only one..

“Rachael completely changed my perception of financial advisory. Her gift of asking the right questions has provided me clarity on what’s truly important to me. She tailors to my life goals…increasing my future income by up to 20x, all without compromising on my present.”

“I’ve eliminated redundancy in my portfolio, gained some significant annual savings while almost tripling my coverage, and achieved my property goal! What sets advisory with Rachael apart is greater personalised care she takes to understand and shape my investment portfolios to my life.”

“Should’ve done this restructuring years back when we first met through a friend’s recommendation. Our conversations have empowered me to be a better financial steward in aligning my lifestyle to my values, optimizing for my greater gain and overcoming delays towards short-term goals. I thank Rachael for not giving up on my portfolio and having the foresight that I may not have towards planning. That’s why regular reviews and being open to perspectives are important.”

“What helped us significantly was her ability to plan for our milestones while ensuring we make well-informed decisions and taking time to answer our questions. She’s been a blessing to us and will also truly be for anyone seeking a holistic beyond financial advisory experience.”

“I will never forget how much help and support she gave my family and I during one of my most stressful periods, way before officially switching to engage her as my advisor. Her efforts to simplify financial information and make tweaks to my portfolio with better investment funds have significantly secured my future income and coverage without me sacrificing my current life."

“Rae was strongly recommended by a close friend, a long-time client who experienced her track record. Having a financial advisor like her better aligns my plans with my overall goals and provides options. She maximised my dollars for insurance & investments, helping me increase coverage at ~72% better value than market, have up to ~58% increase compared to previous retirement investments, yet still have funds for property and enjoying travels now. It feels like a major upgrade to my financial planning, a solid 2.0 version."

It’s the Advisory journey that makes all the difference

Gain Clear Holistic Insight

Consults & Progress Meetings that prioritise gaining clarity on what’s most important to you, with a data-backed precise picture of your financial health and progress towards your goals and questions you might not have thought to ask yourself

Wealth Re-organisation

Your investments, taxes, risk management plans, loans, finances and estate might no longer serve you, was viewed in isolation, and/or need re-alignment with your life goals and values

Live Your Life Aligned

When your scattered investments and policies are now a clear game-plan aligned with your life goals and values, it frees up mindshare for you to live your life

let’s connect

If something here resonates with you, feel free to connect with me over coffee, connect me with a friend, or have a mutual discovery consultation to see if we fit to work together. After an hour over zoom or in person, we can either walk away as a connection, friends, and/or potential working partners journeying together.