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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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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.

Christine Tiong. Accountant.

Diana has been my friend since we were in secondary school. I’ve seen her grow from being a rookie to the successful financial consultant she is today. Through it all, we have seen each other through major life events and she has always been there for me and providing help and support. I am glad that she was able to help me with my financial planning needs according to my budget and always thinking of my welfare at heart. Looking forward to more professional advice and services from her in the future.

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.

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.

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!

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.