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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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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.

Jiovian Ng. Admin and Management HOD. R&C Design Solution Pte Ltd

Diana has been with me since 2005 as my financial consultant. She is filled with passion, kindness and client-centric thoughts for my enquiries regarding any new products or policies which I had interest of for the past years. Her meticulous and professional knowledge always addressed my enquiries and concerns comprehensively. It is especially impressive because of her 18 years of experience in the insurance and financial planning industry. Her responsiveness & attentiveness toward my concerns regarding my policies is always there, irregardless of late night texts or sudden calls from me. I am very glad, appreciative and feel a lot of gratitude to have Diana as my Financial Consultant as she will always be the one there for me. Thank you so much for your time and commitment given, and for serving and helping me regularly and whenever I need you most. May you continue to blossom and grow to greater heights and achievements in your career. :)

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.

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.

Angelyn Ng. Manager.

Diana has been our financial adviser for more than 11 years and she is able to recommend suitable solutions through the different stages of my life and our family. She is very passionate about her job and regularly reaches out with updates and suggestions to improve our portfolios. She is very knowledgeable, friendly, approachable and helpful. Diana is a friend that encourages one another around her. 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.