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Diana Zhu

In Touch

A Monthly Curated Newsletter

Amidst a pandemic, the profound impact & discomfort of loss or the prospect of loss is felt almost universally. We may find ourselves and even those we care about feeling anxious & restless, which makes it challenging as we find ways to adjust not just physically, but also mentally & emotionally. At this time, emotional support for one another becomes ever more essential. Here, I'd love to share with you insights that can help us have a deeper understanding on the complex emotions that we may be dealing with, & the ways in which we can provide meaningful social support in our daily interactions through being present & holding space for others.

How to be an emotionally intelligent leader amid COVID-19

Important pointers that help us lead and respond to the needs of others and ourselves more effectively in organisations.

 
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What it Means to Hold Space for Someone

This article touches on the the transformative effect of 'being there' for others

 
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6 Steps to Improve Your Emotional Intelligence by Ramona Hacker

 
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I seek to reach out to people who believe in creating a safe financial environment for 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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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.

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. :)

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.

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.  

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.

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.