Elissa Chia. Senior Manager, Communications. Higher Education Sector.

Diana puts her best foot forward when advising my financial needs and recommending viable solutions. She is generous with her time and commits herself to ensure I understood the various products and my portfolio. Diana is up-to-date with Singapore public policies, and provides good advice. She understands my liabilities and asks the right questions in order for me to derive at my own conclusion. She is an asset, in all sense of the word!

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.

Yilin Ng. Account Executive. PTC Inc

Having been first introduced to Diana by my husband, I found her very knowledgeable. Not only does she explain and update us, she will recommend what she feels will benefit us the most. She truly listens to our family’s needs and help us out. Meeting her is always a catch-up as friends! Diana has truly gone above and beyond to help us out, even when she didn’t have to. Thank you Diana!

Candy Chan. Executive Secretary. GuocoLand

Diana was introduced to me by a friend a year ago. Diana is very professional in her work and had provided very valuable advice for my retirement planning. I have benefited from her professional and excellent services and will continue to seek her in every investment opportunity that arises.

Sukhwinder Gill. Project Manager. Micron. Shannon Gill. Manager - Operations/Logistics. Wilmar International.

Diana has been our family financial advisor for well over a decade now. From the start, she was able to quickly understand my husband’s and my financial needs as well as the type of investments we were more keen in and would get in touch with us when an opportunity befitting our criteria arose. That is a key value addition we have benefitted from due to our busy schedules as we are able to get straight to the point in achieving our goals without wasting time. Over the years she has helped us build our financial goals according to our needs and budget. When my husband and I had our daughter, Diana stepped up and helped us figure out which plans would suit us best even before my daughter was born and that has helped us to start our protection and financial planning for her at a very early age which is advantageous from a cost and value point of view. Diana is a very knowledgeable and committed financial advisor. She has continued to consciously and proactively upgrade herself by constantly gaining more knowledge and experience in her industry in order to serve her clients better all the time. She has deep understanding of the products available and is able to not only tailor solutions according to our needs but also explain how it works in simple easy to understand language. She also shares her own personal experience and strategies which we have found to be very helpful in making our financial decisions. To top it all off Diana is a very nice and easy going person with whom you will quickly develop a friendship with. We are blessed not only to have Diana as our trusted financial advisor but also as a close friend.  

Gerry Perreira. Team Manager. Citibank

Diana has been our financial advisor for many years. She is helpful and understanding towards our needs and interests during our reviews. Diana is an expert in her work and provides comprehensive views during discussions. A benefit is that we are both parents, having common concerns for our children, planning from birth to growing up. I would like to express my thanks for the work you have done for us over the past 10 years.