Home - Everlasting Treasure

Shining light on life through finances

True financial advisory – a journey of optimizing your resources in alignment with what you treasure in life. Get better value, build towards 7-digit portfolios*, and still live your life today.

*The possibility of attaining a 7-digit portfolio varies with each individual’s financial circumstance and is not assured.

Optimise your Resources

Live Life

Everlasting Treasure

Gain Clarity

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.

That is why I work by word-of-mouth only – mutual trust and fit are important. It is also why I believe in a holistic life-based advisory approach that gives clarity, confidence and access to a wide array of partners for finance and beyond.

95% of the portfolios I’ve reviewed were not of great value and not aligned with the goals, lifestyle and values of working professionals and mid-management who have many competing demands to juggle.

Manage your finances and life, don’t let them manage you.
Whether it’s aligning your portfolio or getting better value for investments, insurance, estate planning and mortgage, let’s connect in person or over zoom to see if there’s a fit.

Blessings, Rachael/Rae

Have you ever wondered…

Am I getting good value for what I’m paying?

What should I invest in?

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

I want to invest, how should I allocate across platforms and sectors?

I have agents, but no holistic advisor.

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.”

“Her holistic approach has allowed me to:
- Balance investing for lifelong goals with a comfortable family-oriented lifestyle now
- Enhance my coverage by 900% with greater value for each dollar spent
- Enhance skills for career advancement (by connecting me with career-related resources)”

“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 & Reviews that prioritise gaining clarity on what’s most important to you, with a databacked precise picture of your financial health and progress towards your goals

Optimise Your Resources

Resources include your time, money (investments, insurances, loans, finances, estate) and personal strengths. Based on a clear philosophy that ensures you get value without overpaying, optimisations are suggested and income streams built to suit your life goals.

Live Your Life

Live a better life with greater assurance that optimising and focusing resources on what truly matters to you helps you gain time and money instead of setting you back

let’s connect

If something here resonates with you, feel free to connect with me over ice cream, connect me with a friend, or have an initial 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.