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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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Pearl Kaur. Manager. AGC Academy.

Diana has been my consultant for almost 10 years now. She has always amazed me with how updated she is about the latest changes, new plans on offer and industry trends. She is sharp and able to strategise on how to maximise the utility and returns on my portfolio by changing up plans or adding different riders. It is such a comfort to have a consultant that you can trust to make the best decisions for you. Her genuine care for her clients and warm personality coupled with a strong business acumen has made investing in insurance a stress-free experience for me.

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!

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. :)

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.

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.

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.