| There's a man in Singapore, that every time he concludes a business deal, he would go buy a plant and plant it somewhere. It's a simple way of giving back. He was also able to disengage and be with himself while doing something meaningful, albeit how simple it was. In this issue are some more examples of such life's lesson that we can benefit from. All we need, is to just take some time, slow down and breathe in the fresh air. | | Ultimate List of 50 Life Lessons You Must Learn So much of life is wasted on worry, regret, pain, and heartache. Of course, some of this is inevitable and necessary. But I spent too many of my younger days sweating over things I didn't need to sweat about. | | 5 Things That Aren’t Worth Going Into Debt For In some cases, borrowing money helps build wealth. Most people need a mortgage to buy a home, for instance, and student loans allow many people get an education that leads to a career. | | 3 Life Lessons from Funny Baby | | Proudly Brought to You I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends | | 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. | | | | 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.
| | | | 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. | | | | 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. | | | | Angelyn Ng. Manager. Diana has been our financial adviser for more than 11 years and she is able to recommend suitable solutions through the different stages of my life and our family.
She is very passionate about her job and regularly reaches out with updates and suggestions to improve our portfolios. She is very knowledgeable, friendly, approachable and helpful. Diana is a friend that encourages one another around her.
I will happily recommend her to anyone who's looking for holistic and personalised financial advice. | | | | 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. | | | | 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.
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