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Diana Zhu

In Touch

A Monthly Curated Newsletter

As we begin a fresh year, it is a good idea to not just evaluate ourselves based on the previous year on how we have been managing our lives, but also to find out ways to become more productive as we move along. In this issue, I'd like to share with you some powerful ideas on productivity and how we can make the best of our resources, time, energy and capabilities. Let's do this!

Why "Done is Better Than Perfect" by Sheryl Sandberg

The CEO of Facebook, Sheryl Sandberg, has one of the best success quotes to live by: Done is Better Than Perfect. The innovative products that we know are constantly evolving; and we're not likely to ever reach perfection as no one has. Instead, getting things done is more important than being perfect, and this applies to various areas in our lives.

 
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Creating Time: How to Master the Art of Intentionality

Global economic indicators suggest that despite the additional hours that people work daily, outcomes remain low. Everyone is busy — but that isn’t necessarily translating into productivity. According to Harvard University researchers, our attention wanders away from what we’re doing 46.9% of the time. For both leaders and employees, that’s half the work day. Half a day of not being fully present with tasks and people. This lack of presence is costly.

 
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The Perfectionist Trap | Celina Belizan

 
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I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
Diana Zhu
 
 
 
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Testimonials and Referral Notes

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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!

Danny Chew. Senior Operations Executive. OUB Centre Limited

Diana has been a great financial adviser and friend for the past decade. Since the first time I met up with her for the first financial review, Diana has shown the commitment of looking for positive ways to better my coverage, financial growth and retirement needs. Other than the quarterly meetups to review my coverage, there are also the constant sharing of market changes and updates of new plans Prudential has to offer. In the years of providing her expertise, she has been showing her in-depth understanding of financial planning. Along with a good listening ear, she has been recommending products to address my concerns. Unlike other financial planners, Diana is not pushy and does not focus on selling policies. Thanks to her recommendations, I am able to increase my coverage for the possible emergencies one can face in life, better my expected financial status at retirement and set my mind at ease should I ever meet with an unexpected situation. I look forward to the many more decades to come with Diana as my financial adviser.

Swee Liang. Civil servant. Karin Chua. Project Manager. Wise construction Pte Ltd

We got to know Diana through our mutual friend since 2016. She is very well-versed in her field and always provided great advice to us for our financial needs as well as our kids’ future education needs. We have benefitted from her professionalism and excellent service throughout the years and would certainly recommend her to anyone who needs her expertise.

Toh Weizhong. Principle Engineer. Chuah Shinney. Finance Executive.

Diana has been a trusted friend and my financial advisor for nearly 2 decades. She's knowledgeable and professional, always ready to share and help me in achieving my financial goals/ commitments. Over the years, there were many times when she went to great lengths to readjust my portfolio according to unexpected life challenges. Even when life seems all smooth sailing, she would always ensure my portfolio is reviewed at least once annually and adjusted, if necessary. In short, she's been providing valuable advice and recommending financial solutions tailored to meet my financial goals. She has always been so passionate about her job, which can be seen from her enthusiasm when sharing about the various solutions or options in rebalancing my portfolio. I believe that her professionalism over these years can only be sustained by her true passion to ensure that each of her client's financial needs are well taken care of. An outstanding financial adviser!

Aimran Alkaff. Sales Manager - Marine. Rolls Royce Power System

I have worked with Diana since my university days and since then she has been very diligent and professional in handling my plans. She has helped me build up a sizeable portfolio over the last 17 years which I am pleasantly satisfied with. Diana is constantly making effort to improve my portfolios. And she is ever willing to apply her deep knowledge and experience to suggest alternatives to make my money work better for me.

Angelyn Ng. Manager.

Diana has been our financial adviser for more than 11 years and she is able to recommend suitable solutions through the different stages of my life and our family. She is very passionate about her job and regularly reaches out with updates and suggestions to improve our portfolios. She is very knowledgeable, friendly, approachable and helpful. Diana is a friend that encourages one another around her. I will happily recommend her to anyone who's looking for holistic and personalised financial advice.