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Diana Zhu

In Touch

A Monthly Curated Newsletter

When the going gets rough, it can at times be easy to lose sight of what we set out to attain in our lives, be it in our personal endeavours, work or finances. The process of going & pushing through such situations may not be most comfortable, but persevering and talking about how to handle them is necessary. These are perspectives I found useful and inspiring. I hope this gives you hope.

These 7 Qualities Lead To Perseverance When Faced With Adversity

Like the ability to find meaning, to be vulnerable, connect & ask for help, having a supportive relationship with oneself, being able to surrender and trust in the face of uncertainty, having a sense of humour, mental calmness even in times of difficulty, and the ability to cultivate perspective and gratitude.

 
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Grit: Perseverance and Personal Finance

Saving money and making continual progress toward financial goals seems like it is just plain easy for some people. Is this is because they have a mind for finances, or they are talented with money?

 
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Bear Cub’s Perseverance Proves That You Only Fail When You Stop Trying

 
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I seek to reach out to people who care about creating a safe financial environment for their loved ones. Let me know if I can get to help someone you know or care about. Please do not keep me a secret. Cheers.
 
Diana Zhu
 
 
 
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Testimonials and Referral Notes

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Rei Ng. Director. Diligo Marketing Pte Ltd

I have been a client of Diana since 2005. She has provided sound financial advice and brought my attention to areas I had never thought of in financial planning. I would readily recommend her to anyone who seeks a financial consultant that is experienced and who keeps in touch with her clients to help them reach their financial goals.

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.

Kerin Chiok. Manager. Akira Corporation Pte Ltd

Diana has been my financial consultant since 2009, and ever since then, she has helped me plan and build up my financial portfolio for my future needs. As a financial consultant, she is very passionate in what she does and takes great pride in her job. With her deep knowledge and focus on the well-being of her clients, she is willing to spend significant time and energy to ensure that I am well covered at all times. As the years progressed, she is not only just a financial consultant to me, she is also a friend whom I can trust. I would readily recommend her service to my family members and friends.

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.

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. :)

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.