Rachael Ooi
Principal Financial Adviser
Rachael doesn’t just manage money, she helps people build their future. Her approach is honest, creative and tailored to each client’s unique journey. Rachael is our financial adviser for future builders, young families and business owners.
Learn about Rachael
My favourite food is...
Probably nachos, with guacamole and sour cream. Now my mouth is watering...
A random fact about me...
I can speak fluent French thanks to my time in France when I was 18.
Ultimate holiday would be...
To the beach somewhere, Thailand or somewhere around there
Personal finance pet peeve...
People who market property above all, especially in SMSF without considering circumstances!
My most used app is...
If I'm totally honest...it’s probably Messenger.
I’m currently consuming...
I'm listening to a true crime podcast at the moment called Case Files.
My favourite food is...
Probably nachos, with guacamole and sour cream. Now my mouth is watering...
A random fact about me...
I can speak fluent French thanks to my time in France when I was 18.
Ultimate holiday would be...
To the beach somewhere, Thailand or somewhere around there
Personal finance pet peeve...
People who market property above all, especially in SMSF without considering circumstances!
My most used app is...
If I'm totally honest...it’s probably Messenger.
I’m currently consuming...
I'm listening to a true crime podcast at the moment called Case Files.
Explore Rachael's worlds
Rachael has spent years working with future builders, growing families and business owners, so she knows their worlds inside out. The career moves, the family juggle, the business hustle, she’s seen it all. That means she knows where the pitfalls hide, what the opportunities look like and how to build a plan that actually works for real life.
Wisdom from Rachael Ooi
Rachael's awards and recognition
GPS Wealth Winner
Advice Dedication Award
Rachael Ooi, 2023
GPS Wealth Winner
Professional Standards Award
Rachael Ooi, 2020
IFA Excellence Winner
Innovator of the Year (Individual)
Rachael Ooi, 2020
IFA Excellence Finalist
Client Servicing Individual of Year
Rachael Ooi, 2019
GPS Wealth Finalist
GPS Wealth Award
Rachael Ooi, 2020
GPA Wealth Winner
Professional Standards Award
Rachael Ooi, 2019
GPS Wealth Winner
Advice Dedication Award
Rachael Ooi, 2023
GPS Wealth Winner
Professional Standards Award
Rachael Ooi, 2020
IFA Excellence Winner
Innovator of the Year (Individual)
Rachael Ooi, 2020
IFA Excellence Finalist
Client Servicing Individual of Year
Rachael Ooi, 2019
GPS Wealth Finalist
GPS Wealth Award
Rachael Ooi, 2020
GPA Wealth Winner
Professional Standards Award
Rachael Ooi, 2019