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Diana Zhu

In Touch

A Monthly Curated Newsletter

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

The 3 Best Pieces of Financial Wisdom From Oprah Winfrey

From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom.

 
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19 Personal Finance Tips You Were Never Taught—but Need to Know

We asked half a dozen personal finance experts the best tips they could share that most people are never taught. Here are the money-saving and wealth-creating tips they revealed exclusively for Reader’s Digest.

 
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Financial Advice From KIDS

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Diana Zhu
 
 
 
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Testimonials and Referral Notes

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Chia Han Keong. Senior Editor. Yahoo! Asia Pacific

Diana has worked tirelessly to come up with helpful plans for my financial needs. She exhibits a deep knowledge of her profession due to her long experience in her job, and provides relevant answers to my financial queries. I came away with a much better knowledge of how to manage my finance after my discussions with Diana.

Annie Chen. Producer. The Walt Disney Company SEA Pte. Limited

Diana has been my financial adviser for more than 16 years. Throughout the years, she has helped me build up my personal portfolio and fine-tune my policies to ensure I get a well-rounded coverage. Aside from being an astute financial adviser, Diana is very knowledgeable and is always able to answer my queries with easy to understand layman terms. She is very passionate about her job and regularly reaches out with updates and suggestions to improve my portfolio. I would gladly recommend Diana to anyone who is looking for a friendly, reliable and professional financial adviser who caters to your portfolio needs.

Kevin Ho. Director. James King Group

Diana has been my financial adviser for more than 17 years and she is able to recommend suitable solutions through the different stages of my life; from a fresh graduate, to an employee, to a business owner, to a father. She is very knowledgeable, friendly, approachable and helpful. I will happily recommend her to anyone who's looking for holistic and personalised financial advice.

Bernadine Dorett. Teacher. Ministry of Education

I have known Diana since 2007 first as an insurance agent and later as a friend. She is a skilled financial advisor. She is well versed in her field and gives good advice. She keeps herself updated on market trends and has good knowledge of the insurance products. She gives me objective information in layman’s terms to make smart decisions that help me feel at ease. She also regularly reviews my policies with me and helps me to keep track of them. She is aware of my financial commitments and goals and recommends policies that benefit my family and me in the long run. I trust her as my financial advisor and would readily recommend her services to my relatives and friends.

Rei Ng. Director. Diligo Marketing Pte Ltd

I have been a client of Diana since 2005. She has provided sound financial advice and brought my attention to areas I had never thought of in financial planning. I would readily recommend her to anyone who seeks a financial consultant that is experienced and who keeps in touch with her clients to help them reach their financial goals.

Christine Tiong. Accountant.

Diana has been my friend since we were in secondary school. I’ve seen her grow from being a rookie to the successful financial consultant she is today. Through it all, we have seen each other through major life events and she has always been there for me and providing help and support. I am glad that she was able to help me with my financial planning needs according to my budget and always thinking of my welfare at heart. Looking forward to more professional advice and services from her in the future.