| 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. | | | | 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. | | | | 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. | | | | Elissa Chia. Senior Manager, Communications. Higher Education Sector. Diana puts her best foot forward when advising my financial needs and recommending viable solutions. She is generous with her time and commits herself to ensure I understood the various products and my portfolio. Diana is up-to-date with Singapore public policies, and provides good advice. She understands my liabilities and asks the right questions in order for me to derive at my own conclusion. She is an asset, in all sense of the word!
| | | | Yilin Ng. Account Executive. PTC Inc Having been first introduced to Diana by my husband, I found her very knowledgeable. Not only does she explain and update us, she will recommend what she feels will benefit us the most.
She truly listens to our family’s needs and help us out. Meeting her is always a catch-up as friends!
Diana has truly gone above and beyond to help us out, even when she didn’t have to.
Thank you Diana! | | | | 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. | | | | 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! | | | | |