Financial Strategies by Bem Perez

Your personal finance strategist, licensed to conduct customized financial planning for you, your fa

15/05/2021

CHANGE IS FOR THE DREAMER WHO DARES TO DO!

Chinkee Tan talks about additional income stream. See you over Zoom on May 15, Saturday 6pm. PM me to register for FREE!

11/05/2021

Why is Financial Consulting one of the best career paths for Millenials like you?

For one, you are digital natives and that makes you the perfect people for the job!
Second, you are moved by being relevant in the lives of others, which makes you a very reliable partner in spreading our advocacy of creating more financially-savvy communities!

And how about a fun, chill working environment where career advancement doesn't have to take years?! If you're into that, then that makes three reasons why this career is for you! Oh by the way, the perks and incentives are sweet icing on the cake, yeah?

Shoot me a message to know more about this career! I might as well just invite Chinkee Tan to do the talking during our career preview this Saturday haha! ๐Ÿ˜œ see ya!

23/08/2020

Sunday Blessings to you all!๐Ÿ™โค

09/08/2020

A Blessed Sunday to all!

04/08/2020

Level up your savings to investment with our Peso Liquid Fund.

Minimum Investment is 10,000.

Photos from Financial Strategies by Bem Perez's post 03/08/2020

Be an OVERSEAS FILIPINO WISE-SAVER!

It was an honor to speak in front of our Modern Day Heroes from Moscow and share with them Tips on Savings and Investment.

In collaboration with DTI, we explored options on how to achieve their financial goals in the shortest time possible, and reunite with their families.

Let us talk about your tomorrow, TODAY!

30/07/2020

Dear Employees,

How would you like to have a 7 MILLION allowance for your retirement?

On top of that, saving as low as 100/day can give you Millions in Life Insurance, Income Protection and Disability Benefits!

PS: Not taking action this pandemic doesn't mean your money is safe, nor does it mean financial security.

Do something today that your family and your future self will thank you for! ๐Ÿ‘

14/07/2020

Dear Parents Like Me,

We promised them a good life. We promised them our support no matter what. We promised them we will help them become successful.

But with the rising costs of education, what are we doing to fulfill those promises?

05/07/2020

How do you protect the wealth that you build?

Message me for options.

Home | Cha-Ching 01/07/2020

๐Ÿ†ƒ๐Ÿ…ด๐Ÿ…ฐ๐Ÿ…ฒ๐Ÿ…ท ๐Ÿ…ต๐Ÿ†„๐Ÿ…ฝ ๐Ÿ†‚๐Ÿ…ฐ๐Ÿ†…๐Ÿ…ธ๐Ÿ…ฝ๐Ÿ…ถ ๐Ÿ…ธ๐Ÿ…ณ๐Ÿ…ด๐Ÿ…ฐ๐Ÿ†‚ ๐Ÿ†ƒ๐Ÿ…พ ๐Ÿ…พ๐Ÿ†„๐Ÿ† ๐Ÿ…ฒ๐Ÿ…ท๐Ÿ…ธ๐Ÿ…ป๐Ÿ…ณ๐Ÿ†๐Ÿ…ด๐Ÿ…ฝ

It's important for children to understand the importance of saving money for things that they want to have.

An engaging way to explain the concepts of saving, along with short- and long-term goals, is through the new Cha-Ching Kid$ at Home activities, which includes a Parent Guide on SAVE!

To view and download the materials, click this link:
https://chaching.cartoonnetworkasia.com/?cid=prudence_ph_kidsathome

Home | Cha-Ching Looking for fun ways to teach your students how to be ? Check out these FREE, fun resources from , a program the &

30/06/2020

Why you should Invest NOW with PruLife UK

โœ” GROWTH
Prulife ranks #2 in the Philippines despite having been in operations for just 20+ years versus other companies at over 100 years
โœ” EXPERTISE
Eastspring Investments is the largest, most awarded fund manager in Asia
โœ” BUY LOW
For the same price several years back, you can own more units of stocks if you buy NOW
โœ” RESILIENCE
The local economy has a stable outlook despite CoVid risks

28/06/2020

Wishing everyone a Blessed Sunday

25/06/2020

THIS IS ROYCE C.

He is a 38 y/o ace Architect. He loves his family; he provides well for them.
Royce is also a forward thinker.

สœแด‡ ๊œฑแด›แด€ส€แด›แด‡แด… สœษช๊œฑ ษขแดแด€สŸ-ส™แด€๊œฑแด‡แด… ๊œฑแด›ส€แด€แด›แด‡ษขส แดกษชแด›สœ แดษดแด‡ ษขแดแด€สŸ ษชษด แดษชษดแด…: แด›แด ส€แด‡แด›ษชส€แด‡ แด€แด› 55 and start his own consultancy firm.

So for every project that he works on, he saves 15% and puts it into an account that enables him to ๐˜€๐—ฎ๐˜ƒ๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜.

This is what his account looks like:
6,000,000 Income Protection because he wants to continue providing for his family even when he's no longer around
1,500,000 Income Replacement should he get sick
1,000,000 if he suffers from a disability
1,500,000 should he get into an accident

And what about his retirement? ๐‘ฏ๐’† ๐’‰๐’‚๐’” ๐’‚๐’“๐’๐’–๐’๐’… ๐Ÿณ ๐— ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป ๐’‚๐’• ๐—ฎ๐—ด๐—ฒ ๐Ÿฑ๐Ÿฑ!

The earlier you start saving up for your retirement, the better!
Like Royce, SAVE AND INVEST IS THE KEY!

23/06/2020

THIS IS MAIA.

She's a happy 33 y/o girl.
She is carefree, travels the world, goes out with friends, showers her family with gifts.

๐™ฑ๐š„๐šƒ ๐šœ๐š‘๐šŽ ๐š’๐šœ ๐šŠ๐š•๐šœ๐š˜ ๐™ต๐™ธ๐™ฝ๐™ฐ๐™ฝ๐™ฒ๐™ธ๐™ฐ๐™ป๐™ป๐šˆ ๐™ต๐š๐™ด๐™ด!

Everyday she saves 167 of her salary as a Marketing Manager for a cosmetic company. As a result, she diligently sets aside 5000 monthly.

๐‘พ๐’‰๐’‚๐’• ๐’ƒ๐’†๐’๐’†๐’‡๐’Š๐’•๐’” ๐’…๐’๐’†๐’” ๐’”๐’‰๐’† ๐’ˆ๐’†๐’• ๐’‡๐’“๐’๐’Ž ๐’”๐’†๐’•๐’•๐’Š๐’๐’ˆ ๐’‚๐’”๐’Š๐’…๐’† 167 ๐’…๐’‚๐’Š๐’๐’š?
1,000,000 to get herself treated if she becomes critically ill
1,000,000 if she gets herself into an accident
1,000,000 if she suffers from a disability
3,500,000 guaranteed cash for her family if she gets called to go to heaven prematurely

She even has around 3,744,331 additional fund for a fun-filled retirement!

She is MAIA. Be like her!

21/06/2020

Dads are heroes in more ways than one.

Happy Father's Day!

18/06/2020

So I said in my previous post that as we go along, I'd introduce you to my life as a Financial Consultant and my advocacy.

Today I'd like to introduce you to DRAGON STONE of Pru life UK, my second home.

We are composed of accomplished young professionals, entrepreneurs, dedicated mothers and housewives. Our team carries the positive energy of people who rose above their own challenges to write their own stories of success.

Friends, pls meet the Dragonstone Management Team โค

17/06/2020

In 2018, CHED approved an average tuition fee increase of 6.96% per unit. That brings it to about 7% increase per year. Have you thought about how much your 5 y/o kid's college education would be, twelve years from now?

Our Elite Protector Series is the best solution to build your kid's college fund. It is available in 5, 7, 10 and 15 year payment term.

Start building your children's college fund today!

17/06/2020

Insurance is the only bill in the world that turns to cash when you are no longer able to pay for it.

๐Ÿ“ทctto

17/06/2020

To My Seafarer Friends,

Until when will you be sailing? As they say, Retirement is not a question of When.
Retirement is a question of Capability.

Let me give you options on how to build your retirement through a simple 5-yr payment term.

17/06/2020

Why do I need Insurance, you may ask.

The question is - Who doesn't need it? Even the wealthy need it to protect their assets.

Can you imagine the consequences of suffering a debilitating illness, losing the family's primary income earner or the main business mover, meeting an accident, being laid off from a job or being forced to retirement UNPREPARED?

Life Insurance is liquid cash for you, your family or your business - at the time that you need it most.

17/06/2020

As a Financial Consultant, my job is to PROTECT the wealth that you worked so hard to acquire. In a nutshell, these are the services that we offer:

17/06/2020

Hello, Welcome to my page!

I am Bem Perez, an MDRT Financial Consultant licensed to sell Traditional Insurance, Variable Unit-linked Insurance and UITFs.

I also have my own team of Financial Consultants. We are from Dragon Stone Branch, a member of Alexandrite 2 District which is the #1 district nationwide.

I will introduce to you more of what I do in my next posts, as well as my advocacy of helping families live an abundant and financially-secure lives.

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Website

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Makati

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