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Diana Zhu

In Touch

A Monthly Curated Newsletter

In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together.

2024 Financial Goals: 5 Resolutions to Avoid

Kay Dee Cole advises avoiding vague or overly ambitious financial resolutions for 2024, emphasizing realistic, value-aligned goal setting.

 
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5 Reasons You Should Create Reflection Rituals At The End Of The Year

Danielle Anson discusses the benefits of end-of-year reflection for personal growth, healing, and setting future intentions.

 
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The Habit That Could Improve Your Career | Paul Catchlove | TED

 
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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.

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.

Rei Ng. Director. Diligo Marketing Pte Ltd

I have been a client of Diana since 2005. She has provided sound financial advice and brought my attention to areas I had never thought of in financial planning. I would readily recommend her to anyone who seeks a financial consultant that is experienced and who keeps in touch with her clients to help them reach their financial goals.

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!

Danny Chew. Senior Operations Executive. OUB Centre Limited

Diana has been a great financial adviser and friend for the past decade. Since the first time I met up with her for the first financial review, Diana has shown the commitment of looking for positive ways to better my coverage, financial growth and retirement needs. Other than the quarterly meetups to review my coverage, there are also the constant sharing of market changes and updates of new plans Prudential has to offer. In the years of providing her expertise, she has been showing her in-depth understanding of financial planning. Along with a good listening ear, she has been recommending products to address my concerns. Unlike other financial planners, Diana is not pushy and does not focus on selling policies. Thanks to her recommendations, I am able to increase my coverage for the possible emergencies one can face in life, better my expected financial status at retirement and set my mind at ease should I ever meet with an unexpected situation. I look forward to the many more decades to come with Diana as my financial adviser.

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.