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Diana Zhu

In Touch

A Monthly Curated Newsletter

As human beings, we are a culmination of our environment, decisions, behaviours and habits. It is worth giving thought to how we live our lives; taking a step back to reflect on some of our own less-than-ideal tendencies and ponder about how we can mitigate or improve upon them. Here are some resources that I hope can help us foster habits and patterns that can create an upward cycle for ourselves over time.

7 tips to get healthy habits to stick without getting stressed

Change for the better is a process. Like training for a marathon or learning a new language, improving your wellbeing has to be approached realistically and progressively to work. So sure, you won’t get results overnight, but over time small gains add up. The trick is sticking with it long enough that the new habits you want to incorporate into your day-to-day become automatic..

 
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9 Good Money Habits You Can Form

While you may have ambitious money goals, the key to reaching them is building a collection of smaller everyday habits. By taking baby steps that become second nature over time, you’ll hopefully be able to improve your financial situation. Here are some small habits you can develop today that may help your money grow.

 
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How to Be Happy – 7 Habits of Happy People

 
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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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Jiovian Ng. Admin and Management HOD. R&C Design Solution Pte Ltd

Diana has been with me since 2005 as my financial consultant. She is filled with passion, kindness and client-centric thoughts for my enquiries regarding any new products or policies which I had interest of for the past years. Her meticulous and professional knowledge always addressed my enquiries and concerns comprehensively. It is especially impressive because of her 18 years of experience in the insurance and financial planning industry. Her responsiveness & attentiveness toward my concerns regarding my policies is always there, irregardless of late night texts or sudden calls from me. I am very glad, appreciative and feel a lot of gratitude to have Diana as my Financial Consultant as she will always be the one there for me. Thank you so much for your time and commitment given, and for serving and helping me regularly and whenever I need you most. May you continue to blossom and grow to greater heights and achievements in your career. :)

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.

Margaretha Gouwanda. Freelance Accountant.

I first met Diana in year 2006 at IT Show Roadshow. I started with a small endowment policy as I had just entered the workforce. Since then, Diana always arranges regular meet ups, at least once or twice a year, to review my policies. She recommends new policies and solutions to ensure that my family continuously has enough coverage to meet our financial needs at different life stages. As I have budget constraints at times, she will make adjustments to maximize my portfolio while keeping my premiums affordable. Diana is professional, meticulous, friendly and approachable. She is helpful and fast whenever I need to file any insurance claims, and this allows me to have a total peace of mind. She is now not only my financial consultant, but also a friend whom i can trust deeply.

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.

Kerin Chiok. Manager. Akira Corporation Pte Ltd

Diana has been my financial consultant since 2009, and ever since then, she has helped me plan and build up my financial portfolio for my future needs. As a financial consultant, she is very passionate in what she does and takes great pride in her job. With her deep knowledge and focus on the well-being of her clients, she is willing to spend significant time and energy to ensure that I am well covered at all times. As the years progressed, she is not only just a financial consultant to me, she is also a friend whom I can trust. I would readily recommend her service to my family members and friends.

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.