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Diana Zhu

In Touch

A Monthly Curated Newsletter

As we enter the new year, it's the perfect time to celebrate endings and acknowledge our achievements. Embracing closure and recognising small wins fosters personal growth, resilience, and emotional well-being, transforming life's transitions into opportunities for reflection and reinvention as we move forward with intention.

The End of an Era is a New Beginning: The Importance of Celebration and Closure

Embracing endings through celebration and closure facilitates personal growth, enabling individuals to reflect on past experiences and prepare for new beginnings.

 
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Why Celebrating Small Wins Matters

Recognizing small achievements boosts motivation and confidence, helping maintain momentum toward larger goals by acknowledging progress incrementally.

 
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The Unstoppable Power of Letting Go | Jill Sherer Murray | TEDxWilmingtonWomen

 
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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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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.

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.

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!

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.

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.

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.