Rachel Lee
Financial Adviser, KiwiSaver
Rachel combines 30 years of international client service experience with a sharp focus on KiwiSaver and mortgage support. She’s passionate about helping clients optimise their retirement savings and is a valued support to Innovest’s mortgage team.
Fluent in English, Mandarin, and Bahasa Malaysia, Rachel is a seafood enthusiast and drama binge-watcher with big plans to see the world.
- Language Spoken: English, Bahasa Malaysia
- FSP Number: FSP1006773
Google Reviews
Gloria Teo
I am grateful for the exceptional service provided by Rachel Lee and the Innovest team. Rachel is a knowledgeable and supportive adviser who consistently offers insightful advice and guidance for my KiwiSaver. Her patience and understanding of my unique needs have been impressive, and her recommendations have helped me make progress towards my retirement aspirations. I highly recommend Innovest to my friends and acquaintances.
Armand Basson
Rachel was fantastic in helping me sort out my KiwiSaver. She explained everything clearly, took the time to understand my goals, and made sure I was in the right fund for my situation. She’s friendly, knowledgeable, and genuinely cares about helping people build a better financial future. I really appreciate her support and highly recommend her!
Karla Dizon
Excellent service from Rachel of Innovest for our Kiwisaver! Very friendly and accommodating! All questions were answered and she’s really willing to help! Highly recommended! 👌 Cheers!