Usapang Ma-BISA: Purpose Driven Wealth Planning
We were given the ability to produce wealth for a purpose.
Let us make it COUNT :)
Deut 8:18 Remember that it is the LORD your God who gives you the power to gain wealth, in order to confirm His covenant that He swore to your fathers even to this day.
07/02/2022
This is how the Philippine Stock Market reacted to the easing of restrictions over the last month
From Level 3 to Level 2
From over 30K covid cases to now around 7K to 8K
From 6977 to 7456
That is around *6.8%* return over the last month
Which will also be reflected in your investments if you participated in our VUL Plans
Want to know more?
PM me for details
Lets have you set up for having an
Investment with Insurance plan
06/01/2022
START THE YEAR right START YOUNG!
When you start young, premiums are lower with greater earnings in the future, better insurance coverage, and longer time to save up for your medium to long term goals.
Don't wait while you are no longer insurable.
Why wait when you can start NOW :)
Invest. Protect.
If you want to know how you can start your savings-investment with insurance plan, PM or email me for a FREE online financial planning.
Email: [email protected]
25/11/2021
Insurance is Protection//
It protects your income.
It protects your investments.
It protects your assets.
Ask yourself, will your savings be enough to cover the daily expenses and the education of your children if you are taken out of the picture?if you have mortgage payments and other obligations, who will pay for those in case of your untimely demise?
If in case you get sick of a critical illness, will your savings be enough to pay the surmounting expense of your treatment? Money should be the last thing you should worry about if you are sick.
If you think you don't need insurance then don't get one and just take all the risks.
But if you think you need one, you can transfer all these risks to cover it for you with a lump sum cash benefit to give to your family, or if in case you get sick, this cash benefit will be given to you to pay for your treatment. Plus, your savings is used as an investment to earn for you so you can reach your financial goal.
You can PM me if you are considering to get one.
12/11/2021
Want to know how to have a sufficient amount of money to enjoy when you retire? Lets start building your finances now for a happy early retirement! :)
PM me for a free Retirement Plan consultation :)
Planning for Retirement should start early while you are young and healthy :) When you are in your 40s you can start planning for your retirement. When you are in your 50s and your children are already done with school, you can reallocate your education funds to your retirement fund. :)
10/11/2021
MALAPIT na ang 11/11 :) bago bumili, ask yourself muna, NAKAPAG TABI ka na ba for your savings?
Pay yourself first by saving a portion of your money.
When you save money, one day that money can save you. :)
SAVE. INVEST. PLAN
Sharing with you some habits to save more money. I got this from the Financial Planning book by one of the financial gurus of today -Dr. Sanjay Tolani .
I hope this can help you in your financial planning :)
Love,
Your Financial Consultant.
Just message me to show you how you can valuably and purposefully save a portion of your income. This will surely benefit you and your family.
08/11/2021
INSURAVEST is the BEST!
The best way to save your money :) Insurance + Investment
While you save and invest, your income and savings are protected when unpleasant things in life happen.
Contact us for a one on one meeting to talk more about this.
08/11/2021
Learn the true purpose and the key principles of money!
Join us to know about the right mindset and critical skills of wise money-management.
Register now to this webinar series and learn from our financial gurus and much sought-after speakers!
Registration Link: victorygreenhills.org/MoneyTalk