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Diana Zhu

In Touch

A Monthly Curated Newsletter

In the delicate balance between awe and envy lies an opportunity for growth. Awe opens our eyes to the beauty and possibilities around us, while envy stirs our desires for improvement. By using awe as a wellspring of inspiration and envy as a catalyst for positive change, we get to harness these emotions to fuel our ambitions, cultivate empathy, and create a brighter future for ourselves and others in various aspects of our lives.

The Mental Benefits of Seeking Awe

Exploring the psychological advantages and benefits of seeking and experiencing awe-inspiring moments.

 
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Millionaire Stories: How 7 Everyday People Became Wealthy and What We Can Learn from Them

Inspiring stories of ordinary individuals who achieved wealth, offering valuable lessons from their journeys.

 
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How we experience awe -- and why it matters | Beau Lotto and Cirque du Soleil

 
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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
 
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Testimonials and Referral Notes

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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.

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!

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.

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.

Christine Tiong. Accountant.

Diana has been my friend since we were in secondary school. I’ve seen her grow from being a rookie to the successful financial consultant she is today. Through it all, we have seen each other through major life events and she has always been there for me and providing help and support. I am glad that she was able to help me with my financial planning needs according to my budget and always thinking of my welfare at heart. Looking forward to more professional advice and services from her in the future.

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.