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Diana Zhu

In Touch

A Monthly Curated Newsletter

Change is hard. To force change is harder. They usually don't last. Perspectives however, are easier to accept. They change our minds and maybe that's what we need more than change itself. I hope you enjoy these articles.

7 personal finance resolutions you'll be able to keep — and how

It’s always nice to start afresh for a new year. That’s why we make promises to ourselves to change a habit or start one, in order to become a better version of ourselves.

 
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An 81-year Harvard Study Says Staying Happy and Mentally Sharp Boils Down to 1 Thing

The key to a happy life is easy to overlook. Ahh, the pursuit of happiness. So many voices in the chorus telling us how to master it. There are psychology-based tricks to happiness, watch-outs for what kills happiness, even equations for happiness.

 
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What Really Makes The Rich Get Richer And The Poor Get Poorer - The Five Laws Of Gold

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
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.

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.

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.

Gerry Perreira. Team Manager. Citibank

Diana has been our financial advisor for many years. She is helpful and understanding towards our needs and interests during our reviews. Diana is an expert in her work and provides comprehensive views during discussions. A benefit is that we are both parents, having common concerns for our children, planning from birth to growing up. I would like to express my thanks for the work you have done for us over the past 10 years.

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.

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!