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Diana Zhu

In Touch

A Monthly Curated Newsletter

Amidst rising costs, aging and retirement planning is becoming a growing concern for many. Yet, more than just ensuring financial readiness, one who is planning to retire also needs to be psychologically prepared for the shifts in lifestyle, routine and everything that comes along with it. In this issue, let's explore expert tips on staying healthy, mentally sharp and financially secure, so we can age gracefully in our golden years.

Tips for Aging Well: 10 Habits for Physical and Mental Fitness

BetterUp recommends ten habits for well-being in ageing, emphasizing exercise, health checks, sleep, positivity, and social connections.

 
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4 Different Ways to Think of Retirement | Psychology Today

Explore retirement as a goal, lifestyle, long-term process, and mindset influencing decision-making and life quality.

 
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The 4 phases of retirement | Dr. Riley Moynes | TEDxSurrey

 
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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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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.

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.

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.

Ko Po Hui. Technical Officer. Public transport Services.

Diana constantly keeps me updated on the latest plans and policies to address my financial needs which is important in this present dynamic settings. She has been my financial adviser for more than 15 years and this is a strong testament of my faith and trust in her advice on my financial planning. And for that I have no qualms to introduce her to my friends who need some advice in their financial planning as well.

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.

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. :)