Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds. | At 29 and married for just a month, she found out she had Stage 3.5 lymphoma and fought for her life One month after her wedding, Kristen Juliet Soh discovered she had advanced lymphoma, a type of blood cancer that affects the body's lymphatic system. She opened up to CNA Women about how she fought for her life, overcame extraordinary trials with her husband, and went on to have two children. | Financial Lessons From Mom That Built A Lasting Legacy Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom. | Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB | Proudly Brought to You 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 | | | | unsubscribe | You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above. © Diana Zhu, All rights reserved. | | | 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. | | | 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. | | | Erwin Wong. Supply Chain Planner. I've been friends with Diana since the early 2000s, and she reached out to assist in planning for my financial needs when I entered the workforce.
All through the stations of my life, Diana has offered sound advice and recommendations in making financial plans for my present and future. She has done so with her wealth of skills, experiences and expertise gained in the industry.
Her accolades are a testament to her talent, ability and hard work put in as a financial consultant, but when we meet to catch up on life or to do regular financial reviews, we do so as long-time friends. This makes the friendship even more heartwarming, because Diana is someone that I would trust this important aspect of my life with. | | | 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. | | | 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. | | | 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! | | | | |