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Diana Zhu

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A Monthly Curated Newsletter

As humans, we often like to think we're right, even when we can be wrong at times. Many of us have the unconscious tendency to seek information that support our existing beliefs & disregard or undermine those that do not match ours. But doing so without awareness or questioning can have adverse effects in the way we think, make decisions & live our lives. Today, I'd like to share with you some potential consequences of confirmation bias & what we can do about them.

World’s richest man says highly intelligent people do this one thing

To Amazon billionaire and world’s richest man, Jeff Bezos, this phrase is extremely true. He believes one single trait distinguishes highly intelligent people from all over people: the ability to reassess and change their minds.

 
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Investing and the Danger of Confirmation Bias

Sound advice on how we should be aware of the dangers of confirmation bias in finances and how we can approach investing responsibly.

 
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Why you think you're right — even if you're wrong by Julia Galef

 
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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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Sukhwinder Gill. Project Manager. Micron. Shannon Gill. Manager - Operations/Logistics. Wilmar International.

Diana has been our family financial advisor for well over a decade now. From the start, she was able to quickly understand my husband’s and my financial needs as well as the type of investments we were more keen in and would get in touch with us when an opportunity befitting our criteria arose. That is a key value addition we have benefitted from due to our busy schedules as we are able to get straight to the point in achieving our goals without wasting time. Over the years she has helped us build our financial goals according to our needs and budget. When my husband and I had our daughter, Diana stepped up and helped us figure out which plans would suit us best even before my daughter was born and that has helped us to start our protection and financial planning for her at a very early age which is advantageous from a cost and value point of view. Diana is a very knowledgeable and committed financial advisor. She has continued to consciously and proactively upgrade herself by constantly gaining more knowledge and experience in her industry in order to serve her clients better all the time. She has deep understanding of the products available and is able to not only tailor solutions according to our needs but also explain how it works in simple easy to understand language. She also shares her own personal experience and strategies which we have found to be very helpful in making our financial decisions. To top it all off Diana is a very nice and easy going person with whom you will quickly develop a friendship with. We are blessed not only to have Diana as our trusted financial advisor but also as a close friend.  

Aimran Alkaff. Sales Manager - Marine. Rolls Royce Power System

I have worked with Diana since my university days and since then she has been very diligent and professional in handling my plans. She has helped me build up a sizeable portfolio over the last 17 years which I am pleasantly satisfied with. Diana is constantly making effort to improve my portfolios. And she is ever willing to apply her deep knowledge and experience to suggest alternatives to make my money work better for me.

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!

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.

Chia Han Keong. Senior Editor. Yahoo! Asia Pacific

Diana has worked tirelessly to come up with helpful plans for my financial needs. She exhibits a deep knowledge of her profession due to her long experience in her job, and provides relevant answers to my financial queries. I came away with a much better knowledge of how to manage my finance after my discussions with Diana.

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.