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Diana Zhu

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A Monthly Curated Newsletter

Confucius, the Chinese philosopher, left us with these words to contemplate: The man who asks a question is a fool for a minute: the man who does not ask is a fool for life. As the year winds down, it is time to reflect on some popular and widely - accepted beliefs and misconceptions that we may hold that do not serve us in achieving our goals and desires. Today, we look at debunking some of these misconceptions to expand our thinking and explore new perspectives and horizons.

6 Money Lies You Might Be Telling Yourself

Whatever your financial situation, there are money lies you should stop telling yourself because they could hold you back from financial success, happiness and peace of mind. Here are 6 money lies you should stop telling yourself and how you can change your mindset.

 
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The 10 Biggest Misconceptions About Life and Happiness That Are Holding You Back

Not questioning the folly of our generally-accepted conceptions about life and happiness is an act of a fool. As such, today, let’s challenge and question the 10 biggest misconceptions that are holding you back from leaping forward into the life you wish to live and the person you aim to become.

 
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The money talk that every couple needs to have | Your Money and Your Mind

 
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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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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.

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!

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.

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.

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.

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.