Your Financial Advisor

Your Financial Advisor

Licensed Financial Advisor

29/07/2022

Having children who gives voluntarily is a blessing, do not make it a burden for them.

As Elon Musk once said, "My children didn't choose to be born. I choose to have children. They owe me nothing. I owe them everything."

No one is responsible for your own life except you. Let us break the cycle of dependency.

To every breadwinner in the family, as much as we want to help our family with the blessings that we have, sometimes what was supposed to be a blessing to them became a curse or a burden.

May you help your family willingly, without robbing yourself of your own future and your children's future.

And... May you find a partner that your future children can be proud of. They can't choose their parents, do it as a favor for them. Until then, always choose to become a better version of yourself. ๐Ÿค

To all of us, may we be blessed so much that our pockets overflows to bless our parents a life that they deserve without hurting our own and our children's future. ๐Ÿ’›

Saving money is not an option or suggestion; it is your Christian duty (Proverbs 6:6-8; 30:25).

WATCH THE FULL VIDEO HERE:
https://youtu.be/cE-AGTnB8v0

25/06/2022

Huwag mong hayaan na mapunta lang sa gamutan o pagpapa-ospital yung pinaghirapan mong ipon.

Protect your wealth. Protect your health.

Get a health insurance! PM is the key! ๐Ÿ˜Š

29/05/2022
07/05/2022

๐Ÿ’ก

05/05/2022

Baka kung kailan pa-retire ka na, doon pa binawi ang mga naipundar at naipon mo. Hindi ka naman siguro nagpuyat at nagpagod sa loob ng deka-dekadang pagtatrabaho para lang ibayad sa pagpapagamot ang lahat.

Baka mag-back to zero ka niyan. ๐Ÿ˜ฒ

Paghandaan mo na ito habang maaga pa.

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Looking for an additional retirement plan?
Message us here. ๐Ÿ“ฉ

03/05/2022

Zoom to zoom campaign:

"Ma'am, let me educate you lang po ha. 3 years ka nang undecided. 'Yung premium niyo mas mataas na kaysa sa expectation niyo sa mismong plan."

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Doon tayo sa mga willing magpa-educate. I hope ma-convert na natin ang mga undecided to get insured na rin.

Tsert. ๐Ÿฅณ

23/04/2022
22/04/2022

Always do things based on where you see yourself in the next 10 years. Donโ€™t spend time, energy and money on things that donโ€™t matter.

19/04/2022

โœ”๏ธThere is enough for everyone to be successful, happy, and generous.

โœ”๏ธWhen you are happy for others you are giving of your true happiness from within.

โœ”๏ธBe genuinely happy for others, and watch what happens in your life.

(Be so focused on watering your grass that you donโ€™t have time to check if someone elseโ€™s is greener.-unknown)

05/04/2022

๐Ÿ’ฏ

31/03/2022

Thank you for your continued trust and confidence in us!

Sun Life remains the #1 life insurance company for Filipinos for 11 years in a row. ๐Ÿ’›



Source: Insurance Commissionโ€™s Unaudited Quarterly Reports on Selected Financial Statistics (QRSFS) as of Dec. 31, 2021

20/03/2022
19/03/2022
19/03/2022
13/03/2022

Savings, Investments, Insuranceโ€ฆ you need all of them.

Photos from The Woke Salaryman's post 09/03/2022
09/03/2022

๐Ÿ“Œ NFG, where can I learn everything that you teach about money? ๐Ÿ“Œ

They're all in one place. Just head on to howtoyolowisely . com ๐Ÿ˜˜ You can get the full curriculum there, too. โœจ

Timeline photos 06/03/2022

A little bit of savings goes a long way right now.

What tips would you add to the list?

06/03/2022

If you can't afford it, Don't buy it!

Photos from Randell Tiongson's post 05/03/2022
05/03/2022

๐Ÿ”ฅScenario: Just imagine...

A loved one got ill, now in the hospital, about to get the different lab test & medication...๐Ÿ˜ง

The bills are piling up by the day... ๐Ÿ’ธ

Advice: Don't get overwhelmed by the situation. Don't let the worries sink in. ๐Ÿ’ช

Learn to step back for a while and ask yourself - "if this happens to me, will my family be emotionally and financially prepared for the cost???"โ˜

-

In life...๐Ÿ˜Š
We hope for the best. ๐Ÿ’ช
We prepare for the worst.โ˜

Learn how to invest the right way.

Timeline photos 04/03/2022
Mobile uploads 02/03/2022
Timeline photos 06/02/2022

Savings need to be protected from inflation & put somewhere (low risk 'investment') that at least keeps pace with inflation.

Kahit nagse-save eh ka pero lower than inflation rate ang annual interest rate nung savings mo, talo ka padin.

Remember that this also depends on which Baby Step you're on. Choosing between saving money and investing money comes AFTER you've completed the first few Baby Steps.

If you're just getting started with Baby Step 1, you don't need to invest yet, even if you wish you could. The priority at the beginning of your Baby Step journey should be to get your $1,000 starter emergency fund saved so you can knock out debt in Baby Step 2.

If you have FINISHED paying off debt and have your full 3-6 months of expenses saved for Baby Step 3, you can then move on to Baby Step 4. This is where you invest 15% of your income toward retirement. Baby Steps 4, 5, and 6 are done at the same time, but in order. Once you've put 15% of your income toward retirement investing, you can decide how much you want to also put toward Baby Step 5, which is saving for your kids college. Then, you put extra money toward paying off your home early for Baby Step 6. During this more stable time in your financial journey, you're able to make decisions about saving vs. investing. You've freed yourself up to do some extra saving in sinking funds for things you'll need within the next few years, and once your home is paid off, you can make some fun investing decisions for your long-term goals.

Remember to take things one step at a time, it really works, and you CAN do it.

Timeline photos 06/02/2022

People who win with money are people who have a plan.

05/02/2022

Tara, pag-usapan at pag-planuhan natin ang insurance mo!

Having an insurance is a commitment and a major decision to make. It must be personalized!

๐—Ÿ๐—ฒ๐˜ ๐—บ๐—ฒ ๐—ต๐—ฒ๐—น๐—ฝ ๐˜†๐—ผ๐˜‚ ๐—ฒ๐˜…๐—ฝ๐—น๐—ผ๐—ฟ๐—ฒ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฑ๐—ถ๐—ณ๐—ณ๐—ฒ๐—ฟ๐—ฒ๐—ป๐˜ ๐—น๐—ถ๐—ณ๐—ฒ ๐—ถ๐—ป๐˜€๐˜‚๐—ฟ๐—ฎ๐—ป๐—ฐ๐—ฒ ๐˜€๐—ผ๐—น๐˜‚๐˜๐—ถ๐—ผ๐—ป๐˜€. ๐—ฆ๐—ฒ๐—ป๐—ฑ ๐—บ๐—ฒ ๐—ฎ ๐—บ๐—ฒ๐˜€๐˜€๐—ฎ๐—ด๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐˜€๐—ฐ๐—ต๐—ฒ๐—ฑ๐˜‚๐—น๐—ฒ ๐—ฎ๐—ป ๐—ผ๐—ป๐—น๐—ถ๐—ป๐—ฒ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐˜€๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป ๐˜๐—ผ๐—ฑ๐—ฎ๐˜†!

- Cash Flow Management
- Insurance Planning
- Healthcare Financing
- Retirement Planning
- Child Education Funding

05/02/2022

is something that robs a lot of people of hope. According to Hal Lindsey, โ€œMan can live about forty days without food, about three days without water, about eight minutes without airโ€ฆbut only for one second without hope.โ€ Simply put, debt puts a peso sign on how much of your future you spent in the past.

05/02/2022
04/02/2022

It is about how you deal and manage your money. ๐Ÿ’ฏ

Interested to know more about how you can reach your financial goals? Explore lifelong learning with us ๐Ÿค—

Join us here: bit.ly/PhilippineSaversANDInvestorsGuide

Photos from The Bright Gen Ph's post 04/02/2022

Videos (show all)

๐—”๐—ด๐—ฒ ๐—ฑ๐—ผ๐—ฒ๐˜€ ๐—บ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ ๐—ถ๐—ป ๐—ถ๐—ป๐˜€๐˜‚๐—ฟ๐—ฎ๐—ป๐—ฐ๐—ฒ.
Trying and failing is way better than regretting when you're too old.
โ€ผ๏ธMUST WATCHโ€ผ๏ธHow will your actions today impact your child's future?๐—Ÿ๐—ฒ๐˜ ๐—บ๐—ฒ ๐—ต๐—ฒ๐—น๐—ฝ ๐˜†๐—ผ๐˜‚ ๐—ฒ๐˜…๐—ฝ๐—น๐—ผ๐—ฟ๐—ฒ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฑ๐—ถ๐—ณ๐—ณ๐—ฒ๐—ฟ๐—ฒ๐—ป๐˜ ๐—น๐—ถ๐—ณ๐—ฒ ๐—ถ๐—ป๐˜€๐˜‚๐—ฟ๐—ฎ๐—ป...
Plan for your own retirement so that your kid can have the freedom of living life on their own terms.Talk to Your Financ...
Friend, anuna??! Tara, financial planning session na tayo!! Kung ayaw mong face-to-face, kahit online na lang! Message m...

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