The Risk Advisor

Financial & Tax Consultant
(CPA, CMA & MDRT)
https://linktr.ee/TheRiskAdv Your Trusty Guide vs. Your Financial Fears

Photos from The Woke Salaryman's post 27/01/2023

Protect What Matters ๐Ÿ›ก

The insurance questions youโ€™ve wanted to ask but didnโ€™t dare to - The Woke Salaryman: 11/01/2023

Do you have questions about the available protection options or have doubts on your existing policy? Let's talk to debunk the myths about insurance. ๐Ÿ›ก

TRA Quick Links @ https://beacons.ai/TheRiskAdv

The insurance questions youโ€™ve wanted to ask but didnโ€™t dare to - The Woke Salaryman: DISCLAIMER: This article is sponsored by DBS. You can now consolidate and view all your insurance data on digibank via SGFinDex. Youโ€™re 23. Your long-lost friend turned financial advisor has asked to meet you to catch up. Obviously, you know itโ€™s a sales pitch. After ignoring them for weeks, you...

AXA Health Stories - Jem Sanico 22/11/2022

To secure our health needs should be the foundation of any financial plan because we are the key in achieving those goals. โœจ

Our valued policyholder Jem Sanico shares how AXA's Global Health Access (GHA) helped her prepare for the unexpected. The story of a P25M-claim for CAR T-cell therapy (cancer treatment) from her GHA plan with P100M worldwide medical coverage. ๐Ÿฅ https://youtu.be/S5omQ_qHGiM

HMO is never enough. To learn more about how Health & Medical Insurance can protect yourself and your family, you can set an appointment via https://beacons.ai/TheRiskAdv ๐Ÿ›ก๏ธ

AXA Health Stories - Jem Sanico

25/06/2022

Do you want to learn more about how to prepare for life's uncertainties? You can set an appointment for free financial planning via FB or AXA MyPage. ๐ŸŽฏ
https://www.axa.com.ph/mypage/aljesreyes

05/02/2022

Please check out this podcast interview to know more about Insurance, Financial Planning, and BTID with The Risk Advisor ๐Ÿ›ก๏ธ

Spotify
https://open.spotify.com/episode/6s4Alzf4tv2M9Qd77xKxXc?si=S7bWSVMcQ3-BPxAl9rZW5Q

Apple Podcasts
https://podcasts.apple.com/ph/podcast/the-seafarer-investor/id1595879185?i=1000549953422

Google Podcasts
https://podcasts.google.com?feed=aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3RoZXNlYWZhcmVyaW52ZXN0b3IvZmVlZC54bWw%3D&episode=ZDZlMThjZDgtMTdkMy00YjIxLWE5ZjItZTJkOGNkZGNjNmNj

Let's protect what matters and build our future! ๐Ÿ“ˆ

AXA Prime PH 19/04/2021

Be among the next generation of leaders.

Join us and be part of a team thatโ€™s driven by purpose, shows exemplary leadership and thrives on change and cutting-edge innovation.
๐Ÿ›ก

Watch the video until the end and get a chance to win exciting prizes, such as a staycation for 2 at The Farm at San Benito, 3D2N trip for 2 to Boracay, and more!

https://axaprimeph.videoperks.io/C/1786870C0F/178E90A57D600010AF401B2

AXA Prime PH Be an AXA Prime for bigger, better, bolder, faster success!

05/02/2021

This year, a better you means a healthier you. Make sure to do it right! ๐Ÿ˜‰
https://www.axa.com.ph/lifewellness/agency/agent/41625

19/08/2020

Let's bounce back from setback and move forward with the right game plan! ๐Ÿ€

04/08/2020

"A health plan is an essential piece of oneโ€™s investment portfolio."

The Best Protection Combo Ever
๐ŸŒ Global Health Access (HMO)
P100M to P175M Hospital Coverage
Now Including Pandemic Diseases ๐Ÿฆ 

๐Ÿฅ HealthMax/HealthStart (CI)
P1M to P10M Life/Health Coverage

๐Ÿ“ฑ AIDE-App & MyPocketDoctor (App)
AXA Health at Home Partners

08/07/2020

I'm here to protect anything that you value. ๐Ÿ›ก
๐Ÿ‘จโ€๐Ÿ’ผ ๐‘ท๐’“๐’๐’•๐’†๐’„๐’• ๐‘ป๐’‰๐’† ๐‘ฉ๐’–๐’”๐’Š๐’๐’†๐’”๐’” (๐‘น๐’Š๐’”๐’Œ ๐‘จ๐’–๐’…๐’Š๐’•๐’๐’“)
๐Ÿ‘จโ€๐Ÿ’ป ๐‘ท๐’“๐’๐’•๐’†๐’„๐’• ๐’€๐’๐’–๐’“ ๐‘ณ๐’Š๐’‡๐’† (๐‘น๐’Š๐’”๐’Œ ๐‘จ๐’…๐’—๐’Š๐’”๐’๐’“)


โŒ› Life (Trad/VUL)
๐Ÿฅ Health (CI/HMO)
๐Ÿ  Home & Business
๐Ÿš˜ Motor Car
โœˆ Accident & Travel
๐Ÿ“ƒ Bonds
๐Ÿ“ˆ Investment
๐Ÿ‘ด Retirement
๐Ÿ‘ช Education

04/07/2020

Act for Human Progress by Protecting What Matters ๐ŸŒŽ

02/07/2020

It's important to manage both your personal and business finances. Let's always prepare for uncertainties. ๐Ÿ›ก
https://www.forbes.com/sites/advisor/2020/04/30/6-ways-to-rebuild-your-small-business-after-covid-19/

23/06/2020

Let's prepare to face your life's major uncertainties. ๐Ÿ›ก

19/06/2020

"๐™„ ๐™™๐™ค๐™ฃ'๐™ฉ ๐™ฃ๐™š๐™š๐™™ ๐™– ๐™ง๐™š๐™ฉ๐™ž๐™ง๐™š๐™ข๐™š๐™ฃ๐™ฉ ๐™›๐™ช๐™ฃ๐™™, ๐™–๐™ฃ๐™™ ๐™„ ๐™™๐™ค๐™ฃ'๐™ฉ ๐™ฃ๐™š๐™š๐™™ ๐™ข๐™š๐™™๐™ž๐™˜๐™–๐™ก ๐™˜๐™ค๐™ซ๐™š๐™ง๐™–๐™œ๐™š."

Very few people can say this. ๐Ÿ˜Ÿ

If you think the government-mandated retirement benefits are enough to sustain your life from age 65, ๐˜๐—ต๐—ถ๐—ป๐—ธ ๐—ฎ๐—ด๐—ฎ๐—ถ๐—ป.

Starting the day your salary stops, how long is a best-case scenario 10k/month from SSS and a one-time company benefit of 500-800k from your company going to last you in your final years? ๐Ÿ“‰

If you think your company-issued HMO is enough to prepare you for the moment critical illness strikes anytime from now until age 100, ๐˜๐—ต๐—ถ๐—ป๐—ธ ๐—ฎ๐—ด๐—ฎ๐—ถ๐—ป.

How will you pay for stroke, cancer, or heart disease if by today's standards P1,000,000 is simply not enough to pay for treatment, consultation, and maintenance? ๐Ÿฅ

If you think that there's nothing good that can come out of this quarantine we're in, ๐˜๐—ต๐—ถ๐—ป๐—ธ ๐—ฎ๐—ด๐—ฎ๐—ถ๐—ป.

The pandemic reminded us about how life is finite and that anything can happen at any time. It's an instant ๐—ถ๐—ฐ๐—ฒ ๐˜„๐—ฎ๐˜๐—ฒ๐—ฟ ๐—ฏ๐—ฎ๐˜๐—ต making us realize that retirement could very well be exactly like this - trapped in our own homes, limited only by the amount of money we've saved up. ๐Ÿ˜ฅ

By setting aside a chosen amount regularly until the day you opt to retire, you can have a fund that will sustain your ๐—ฑ๐—ฟ๐—ฒ๐—ฎ๐—บ ๐—น๐—ถ๐—ณ๐—ฒ๐˜€๐˜๐˜†๐—น๐—ฒ during your golden years.

By setting aside a very small percent of what you're earning today, ๐—ด๐—ฒ๐˜ ๐—บ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป๐˜€ the moment a loved one is diagnosed so youโ€™ll live worry-free knowing that the family savings will always be intact no matter what happens. ๐Ÿ˜ฎ

If I can show you a way to achieve growing your money and protecting it from any form of risk - both of which done ๐˜„๐—ถ๐˜๐—ต๐—ถ๐—ป ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฐ๐˜‚๐—ฟ๐—ฟ๐—ฒ๐—ป๐˜ ๐—ฏ๐˜‚๐—ฑ๐—ด๐—ฒ๐˜ - please book now or send a message.

18/06/2020

Emergency Fund & Protection First! ๐Ÿ›ก

16/06/2020

Use this time to learn more about yourself and discover what your passions reveal about you! Take this quick quiz to find out.
https://www.axa.com.ph/lifepassions/agency/agent/41625 ๐Ÿ€ ๐ŸŽง ๐ŸŽฌ

04/06/2020

๐‘ฒ๐’๐’๐’˜ ๐’€๐’๐’–๐’“ ๐‘ฐ๐’๐’”๐’–๐’“๐’‚๐’๐’„๐’† ๐‘ฉ๐’“๐’‚๐’๐’…๐’”! ๐Ÿ›ก


References:
Interbrand: https://www.interbrand.com/best-brands/best-global-brands/2019/ranking/
Fortune 500: https://fortune.com/fortune500/2019/
Forbes 2000: https://www.forbes.com/global2000/

03/06/2020

Use the 50-30-20 Budgeting Rule!
100% Income - Work/Business ๐Ÿ’ฐ
- 20% Savings - Pay Yourself First ๐Ÿ“ˆ
- 50% Needs - Priorities ๐Ÿ 
= 30% Wants - Enjoy Life ๐Ÿ’ธ

01/06/2020

Is your income enough to sustain your own lifestyle? ๐Ÿ’ธ

30/05/2020

Are these included in your priorities? ๐Ÿค”

26/05/2020

๐‘พ๐’‰๐’†๐’ ๐’Š๐’• ๐’„๐’๐’Ž๐’†๐’” ๐’•๐’ ๐’‰๐’†๐’‚๐’๐’•๐’‰, ๐’˜๐’‰๐’‚๐’• ๐’Š๐’” ๐’š๐’๐’–๐’“ ๐’ˆ๐’‚๐’Ž๐’† ๐’‘๐’๐’‚๐’? ๐Ÿ˜ท ๐Ÿ‘จโ€โš•๏ธ๐Ÿฅ๐Ÿ‘ฉโ€โš•๏ธ

24/05/2020

๐Ÿšจ Be Prepared for Health Emergencies
with AXA Rescue Line. ๐Ÿš’ ๐Ÿš‘ ๐Ÿš“
https://bit.ly/emmaaxa ๐Ÿ˜‰

23/05/2020

โ˜Ž๏ธ Get FREE Access to Emergency Services
with AXA Rescue Line in 1-Click. ๐Ÿš’ ๐Ÿš‘ ๐Ÿš“
โš ๏ธ Be Ready for the Unexpected with
EMMA by AXA. https://bit.ly/emmaaxa
๐Ÿ˜‰

21/05/2020

Are you on top of your game? ๐ŸŽฏ

20/05/2020

We all dream of a better life for our family and hope that these became reality. โœจ In your case, when was the last time your dreams came true? ๐Ÿ˜Š

19/05/2020

You can now stay on top of your familyโ€™s future without having to leave your home! โค๏ธ ๐Ÿ›ก๏ธ ๐Ÿ 

Want your business to be the top-listed Finance Company in Makati?
Click here to claim your Sponsored Listing.

RISK: Auditor to Advisor

I am currently a financial advisor, a business consultant and a former auditor of top life and non-life insurance companies which encouraged me to help raise the financial literacy in the Philippines.

I joined AXA which is the global leader in financial protection and has been recognized as the #1 insurance brand for 10 consecutive years (Fortune #46 & Forbes #85). In the Philippines, AXA partnered with Metrobank, the #1 strongest bank, to cater the savings, insurance and investment needs of Filipinos.

Let's help ourselves, our families and the government in fulfilling AmBisyon Natin 2040 in which Filipinos have articulated a long-term goal to live in a prosperous and predominantly middle-class society where no one is poor. Let this be the "NEW NORMAL"

Aljes Reyes, CPA, CMA | #FinancialFreedom #KnowYouCan

Videos (show all)

Be Ready for the Unexpected With Rescue Line

Address


Makati Avenue
Makati
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