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Diana Zhu

In Touch

A Monthly Curated Newsletter

In an environment of rising inflation and uncertainties in global geo-political climate, almost no one is spared from the economic consequences of the day. It is therefore more important than ever to be intentional and mindful in how we manage our finances in our daily living. Here, I have put together some resources which you can tap on to help you gain a better insight on how you can be more savvy with your money.

Inflation woes? We crowdsourced 9 grocery-shopping tips from aunties

Feeling the pinch? Here's a list of simple hacks when you're out shopping for essentials.

 
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How To Create a Personal Budget in 6 Steps

Budgeting allows you to effectively track and manage your income so you can control how much you spend and save. Use the following steps to create and manage a successful budget

 
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JAPANESE MONEY SAVINGS TIPS - Kakeh - Shsei

 
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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
 
 
 
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Testimonials and Referral Notes

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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.

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.  

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.

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.

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.

Candy Chan. Executive Secretary. GuocoLand

Diana was introduced to me by a friend a year ago. Diana is very professional in her work and had provided very valuable advice for my retirement planning. I have benefited from her professional and excellent services and will continue to seek her in every investment opportunity that arises.