Home - Everlasting Treasure

You’re Spending Your Time Building Your Team, Career, Family & Wealth.
Is It All Building the Life You Want?

Life-based financial consultancy helping people managers and professional families turn separate investments, policies and priorities into a clear plan that supports the life they are building.

• ALIGN YOUR FINANCES WITH THE LIFE YOU VALUE

I know how you feel.

Your team trusts you.
Your family depends on you.
And you don’t feel like you’ve got the finance part figured out.

It’s not because you don’t care.

Amidst the next project to lead, the team conflict to resolve, the next class to bring your child to, you have no capacity. It is easy for finances to take a backseat or end up a different direction. Especially without structure.

I know what that’s like. I don’t lead teams like yours, but these are pains I hear week in and out since starting my financial consultancy practice with finexis advisory in 2017. And it first began with my family’s experience.

This advisory journey is meant to help you step back, decide what matters and organise those moving parts into one coherent financial direction. The aim is not simply to own more financial products. It is to understand how your resources support the life and people that matter to you.

And it starts with a 15-minute conversation that will only move forward if we feel right to continue.

Have you ever wondered or felt...

Can what I'm doing today actually get my family and I to the life we're trying to build?

I save diligently and have investments and policies. Why does everything still feel messy and out of control?

How does everything I've accumulated fit together?

I’ve built my career, but it still feels like I can’t stop or we won’t have enough.

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

See the Whole Picture

Clarify what matters, map where you stand, and make the priorities and trade-offs visible. All with questions you might not have thought to ask yourself, and a data-backed precise picture of your financial health and goal progress.

Reorganise Around Your Priorities

Connect your investments, insurance, cash flow, loans, CPF, tax and estate considerations into a coherent blueprint. Simplify or redirect pieces that no longer serve their intended purpose.

Move Forward With Clarity

Know what is on track, what needs action and what can wait. Track your progress and audit the plan as your career, family and priorities evolve. Do this annually or at a frequency we'll determine together.

when you're ready to make the pieces work together

A mutual discovery conversation is a low-pressure way to explore what matters to you, how working together might look like, and whether my approach is the right fit. Either of us can decide not to proceed at any point.

You’re Spending Your Time Building Your Team, Career, Family & Wealth. Is It All Building the Life You Want?

Have you ever wondered or felt...

because you’re not the only one..

It’s the Advisory journey that makes all the difference

when you're ready to make the pieces work together

let’s have a conversation

You’re Spending Your Time Building Your Team, Career, Family & Wealth.
Is It All Building the Life You Want?