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Smart Financial Goals

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Smart Financial Goals

Licensed Financial Advisor

23/08/2023

No.1 Relationship Goal is to secure your future with your partner.

Why? Para kapag bumuo na kayo ng pamilya ay ready kayo financially.

Di na po pwede ang basta mahal kita at basta kasama kita okay na ako. 😜🤭✌️

Kudos to all my couple clients na piniling isecure ang isa’t isa pati ang kanilang mga anak para sa magandang kinabukasan. Maraming Salamat my dear clients. 🤗

Ikaw! Yes ikaw. Sign na ito to sign up para sa Insurance and Investment Plan niyo ng love of your life mo. ❤️

Message me and I will guide you. 🙂

22/08/2023

𝐅𝐀𝐌𝐈𝐋𝐘 𝐖𝐄𝐀𝐋𝐓𝐇 𝐏𝐑𝐎𝐆𝐑𝐀𝐌!

✅ Start your retirement fund
✅ Secure your baby's educational fund
✅ Peace of mind para sa buong pamilya

𝙒𝙖𝙣𝙩 𝙩𝙤 𝙡𝙚𝙖𝙧𝙣 𝙢𝙤𝙧𝙚? Message me. 📩
Let’s meet online or face to face.🙂

07/05/2023

🤗🤗🤗

22/04/2023

There is really nothing wrong on spending on ‘wants’ but when those spending are causing you to have a very unhealthy cash flow or worse, being in debt, it’s time to STOP.

How about investing in yourself? On learning? Is that a need or a want? Choose wisely! 🙂

20/04/2023

Tips para sa paglago ng ating buhay:

1. Treat money with respect

2. Maximize your hard-earned money

3. Kailangan matuto magbudget, mag-ipon, magtipid at magpalago ng pera

4. Most important, PRAY for God’s provision and be grateful

20/04/2023

Some Lessons on Finances:

1. Must have EMERGENCY FUND - enough for 6 months of expenses/current lifestyle.

2. SAVE MONEY and MONEY WILL SAVE YOU. Don’t save what is left after spending. Only spend what is left after saving.

3. Best to have ZERO DEBT, if you can’t pay cash, you CAN’T AFFORD it, nothing beats PEACE OF MIND.

4. Avoid unnecessary spendings, forget sale price, everything is 100% off when you don’t buy it. Don’t waste your money on things that you don’t need, even if they are cheap. EVERY PESO COUNTS!

5. Learn to BUDGET - it is telling your money where to go instead of wondering where it went!

6. If we buy things that we don’t need, we will have to SELL THINGS THAT WE NEED.

7. PRETENDING TO BE RICH can make us poor. Must learn to live BELOW MEANS. Don’t go broke trying to look rich. ACT YOUR WAGE.

8. MONEY IS NOT EVERYTHING, but we cannot deny the fact that we need money for our family.

18/04/2023

Let your money work for YOU! 🙂

If the goal is to have your money anytime. Put it in the bank but never expect high returns kasi 0.125% lang interest sa bank. Ang purpose lang nito is incase need mo agad ng pera, pwde magwithdraw anytime.

If ang goal mo naman ay patubuin ang pera mo, ilagay mo sa investment (MP2, stocks, Mutual funds, crypto, Coop, REIT, VUL)

If ang goal mo naman ay to protect your money and assets, INCOME PROTECTION kunin mo. Kumuha ka ng Insurance para si insurance na magbabayad ng Estate Tax incase mawala ka.

Or if breadwinner ka or ikaw ang provider ng pamilya.. kumuha ka rin ng insurance para incase may mangyari sayo may aasahan paring pera ang pamilya mo from your insurance kahit wala kana.

25/01/2022

𝗚𝗔𝗔𝗡𝗢 𝗡𝗔 𝗞𝗔𝗧𝗔𝗚𝗔𝗟 𝗦𝗜 𝗦𝗨𝗡 𝗟𝗜𝗙𝗘?

✏1874, Sunlife started sa Canada then finally on 1895, 3 years before the republic of the Philippines was officially founded, Sunlife set foot to Philippines. Imagine?? 1895!!! 🤔

It was not an easy task syempre. When World War II happened, it became even more daunting. Pero ang pagmamahal ni Sun Life’s for the Filipinos pushed the company to be there for its clients no matter what, even if it meant running underground operations during the Japanese Occupation. 💛

❗And did you know that SUNLIFE LANG ang life insurance company who paid post-war death claims amounting to S1.3 million kahit walang documents attesting nung validity of the claims nung mga panahon na yon!!! Grabeeee ang galing ni Sunlife!!😲😍

The journey is not over. Andito pa din si Sunlife. Yung love, passion, and commitment ng Sunlife for every filipinos are still here! 🤗 Kaming mga Financial Advisor will help you feel that. 😄

👉If you want to know more about Sunlife, tara usap tayo!

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Tips para sa paglago ng ating buhay: 1. Treat money with respect 2. Maximize your hard-earned money 3. Kailangan matuto magbudget, mag-ipon, magtipid at magpalago ng pera 4. Most important, PRAY for God’s provision and be grateful