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Diana Zhu

In Touch

A Monthly Curated Newsletter

We have come to a very unique juncture in time, where we are transitioning into the 4th industrial revolution. This is a time where technology as we know it will start to escalate in its rate of change. Our lives and jobs will surely be impacted. But how? It is time to consider this and take stock of where we might stand now and three to five years later.

Your Life is About to Change

This may be the most important economic exposé you ever read. In 2008, I gave a speech in which I explained the concept of a secular bull market. Secular markets are typically driven by large-scale national and worldwide events and forces that are in place for many years.

 
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The Fourth Industrial Revolution: what it means, how to respond

We stand on the brink of a technological revolution that will fundamentally alter the way we live, work, and relate to one another. In its scale, scope, and complexity, the transformation will be unlike anything humankind has experienced before.

 
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Atlas, The Next Generation

 
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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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Danny Chew. Senior Operations Executive. OUB Centre Limited

Diana has been a great financial adviser and friend for the past decade. Since the first time I met up with her for the first financial review, Diana has shown the commitment of looking for positive ways to better my coverage, financial growth and retirement needs. Other than the quarterly meetups to review my coverage, there are also the constant sharing of market changes and updates of new plans Prudential has to offer. In the years of providing her expertise, she has been showing her in-depth understanding of financial planning. Along with a good listening ear, she has been recommending products to address my concerns. Unlike other financial planners, Diana is not pushy and does not focus on selling policies. Thanks to her recommendations, I am able to increase my coverage for the possible emergencies one can face in life, better my expected financial status at retirement and set my mind at ease should I ever meet with an unexpected situation. I look forward to the many more decades to come with Diana as my financial adviser.

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.

Erwin Wong. Supply Chain Planner.

I've been friends with Diana since the early 2000s, and she reached out to assist in planning for my financial needs when I entered the workforce. All through the stations of my life, Diana has offered sound advice and recommendations in making financial plans for my present and future. She has done so with her wealth of skills, experiences and expertise gained in the industry. Her accolades are a testament to her talent, ability and hard work put in as a financial consultant, but when we meet to catch up on life or to do regular financial reviews, we do so as long-time friends. This makes the friendship even more heartwarming, because Diana is someone that I would trust this important aspect of my life with.

Margaretha Gouwanda. Freelance Accountant.

I first met Diana in year 2006 at IT Show Roadshow. I started with a small endowment policy as I had just entered the workforce. Since then, Diana always arranges regular meet ups, at least once or twice a year, to review my policies. She recommends new policies and solutions to ensure that my family continuously has enough coverage to meet our financial needs at different life stages. As I have budget constraints at times, she will make adjustments to maximize my portfolio while keeping my premiums affordable. Diana is professional, meticulous, friendly and approachable. She is helpful and fast whenever I need to file any insurance claims, and this allows me to have a total peace of mind. She is now not only my financial consultant, but also a friend whom i can trust deeply.

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.

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.