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. | | | Minhao Wong. Account Manager. Chevron Oronite Pte Ltd When I knew Diana through a mutual friend, she had already come with many years of experience in the industry. Diana was able to quickly identify the right policies and solutions that suit my lifestyle and family's needs. She was able to provide insightful advice that helped me understand the importance of building a portfolio to help support my children's future education needs. She will also help me navigate any paper work and claims processes whenever there is a need. Diana would also regularly check in with me to update on our situation. Over the years, she has become a reliable support. I am glad to say that she is now a personal friend that I will recommend to anyone who needs her expertise. | | | 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. | | | 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. :) | | | 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. | | | 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! | | | 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.
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