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Diana Zhu

In Touch

A Monthly Curated Newsletter

The world as we know it has changed for good on pretty much every level - from our lifestyles, to habits, to incomes and economy. As we navigate our way and find our place in trying times, it is important to stay grounded and keep the faith as we focus on seeing and creating opportunities, solutions & meaning. While there are no quick fixes in times like these, there's still a space for us to find ways to improve and cope better in our lives. I'd like to share them with you in this issue. Let's keep our heads up in choosing to persist in hope & good thoughts, and I believe we will emerge stronger than before.

To Be More Resilient in a Crisis, Focus on Meaning, Not Happiness

A Nobel laureate, a Harvard professor, and an author all offer the same advice.

 
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30 Grounding Techniques to Quiet Distressing Thoughts

Grounding is a practice that can help you pull away from flashbacks, unwanted memories, and negative or challenging emotions. These techniques may help distract you from what you’re experiencing and refocus on what’s happening in the present moment.

 
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Staying stuck or moving forward by Dr. Lani Nelson Zlupko

 
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I seek to reach out to people who believe in creating a safe financial environment for 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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Elissa Chia. Senior Manager, Communications. Higher Education Sector.

Diana puts her best foot forward when advising my financial needs and recommending viable solutions. She is generous with her time and commits herself to ensure I understood the various products and my portfolio. Diana is up-to-date with Singapore public policies, and provides good advice. She understands my liabilities and asks the right questions in order for me to derive at my own conclusion. She is an asset, in all sense of the word!

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.

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!

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.