Financial Virtual Consultancy

Financial Virtual Consultancy Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Financial Virtual Consultancy, Financial service, Caloocan.

Financial Virtual Consultancy, managed by Karen De Nava is a personal page that aims to spread financial awareness to help every Filipino protect the fruits of their hardwork through financial planning.

๐€๐ ๐ˆ๐๐•๐„๐’๐“๐Œ๐„๐๐“ ๐๐‹๐€๐ ๐–๐Ž๐‘๐“๐‡ ๐…๐‹๐„๐—๐ˆ๐๐† ๐“๐ฎ๐ซ๐ง ๐ฒ๐จ๐ฎ๐ซ ๐ข๐๐ฅ๐ž ๐ฌ๐š๐ฏ๐ข๐ง๐ ๐ฌ ๐ข๐ง๐ญ๐จ ๐ ๐ซ๐จ๐ฐ๐ญ๐ก ๐ŸŒฑ with our new investment plan thatโ€™s only ๐Ÿ-๐ฒ๐ž๐š๐ซ๐ฌ ๐ญ...
21/10/2024

๐€๐ ๐ˆ๐๐•๐„๐’๐“๐Œ๐„๐๐“ ๐๐‹๐€๐ ๐–๐Ž๐‘๐“๐‡ ๐…๐‹๐„๐—๐ˆ๐๐†
๐“๐ฎ๐ซ๐ง ๐ฒ๐จ๐ฎ๐ซ ๐ข๐๐ฅ๐ž ๐ฌ๐š๐ฏ๐ข๐ง๐ ๐ฌ ๐ข๐ง๐ญ๐จ ๐ ๐ซ๐จ๐ฐ๐ญ๐ก ๐ŸŒฑ with our new investment plan thatโ€™s only ๐Ÿ-๐ฒ๐ž๐š๐ซ๐ฌ ๐ญ๐จ ๐ฉ๐š๐ฒ comes with ๐™‡๐™ž๐™›๐™š๐™ฉ๐™ž๐™ข๐™š ๐™„๐™ฃ๐™จ๐™ช๐™ง๐™–๐™ฃ๐™˜๐™š!

โœ… 500% Life Insurance
โœ… 95% 1st year Fund Allocation

Message me for a free discussion ๐Ÿ“ฉ
Hurry! Limited offer only โœจ

05/09/2024

Sharing my thoughts behind my Pru Life UK policies ๐Ÿ˜

๐Ÿ๐ฌ๐ญ ๐ฉ๐จ๐ฅ๐ข๐œ๐ฒ - started 2017, I was 21
Type of plan: VUL - Continuous plan (Long Term) 3,000 per month
Goal: Protection

I started working in 2017. I was earning 16k per month that time, working in BGC and residing in Makati.

Malaki talaga ang 3k para ibawas pa sa sahod ko na sapat lang. Pero I realized early that I need a life insurance. Hindi pa ako nito insurance agent ๐Ÿซถ๐Ÿป

Not discounting the fact na hindi ako inoobliga ng parents ko na mag bigay sa kanila, pero ito naman naisip kong paraan para hindi rin sila mahirapan if ever meron man mangyari sa akin ๐Ÿ™๐Ÿป Nagsisimula palang ako that time, wala pa ako napupundar even savings. Pero I know if worse comes to worst, hindi sila mahihirapan ๐Ÿฅฐ

๐Ÿ๐ง๐ ๐ฉ๐จ๐ฅ๐ข๐œ๐ฒ - 2020 ko naman kinuha. I am already working in Pru Life UK as a part time insurance advisor โ˜บ๏ธ
Type of plan: VUL - 15-year plan (Medium - Long Term plan) 6,500 per month
Goal: Investment

This time, I want to have an investment-focused plan. 24 y/o ko โ€˜to kinuha.

Before availing this plan, my initial goal is for my retirement. Pero pwede ko din syang itabi for my daughterโ€™s college fund. No need na isipin ang education plan niya ๐Ÿ˜

๐Ÿ‘๐ซ๐ ๐ฉ๐จ๐ฅ๐ข๐œ๐ฒ - started 2021
Type of plan: VUL - 5-year plan (Short to Medium term plan) 17,000 per month
Goal: Retirement of my parents

I know I will have my own family na, but I still want to provide for them kahit di naman nila ako inoobliga. They can use the investment of this plan for their retirement, to travel, or to open their new business ๐Ÿฅฐ

โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”

I have been practicing delayed gratification since I started working ๐Ÿคฉ Hindi siya madali. But I am not saying na hindi tayo mag enjoy, deserve natin ienjoy ang mga pinag hirapan natin ๐Ÿ’“

But what if we prepare for our future while enjoying our present? Hindi naman kailangan malaki agad. Kahit kurot lang, mag tabi tayo ๐Ÿ˜

Mantra ko kapag nag ooverthink ako if kaya ko ba: NEED KO LANG SIMULAN โค๏ธ

Aside from my personal policies, all of my family members have their own plans na din. Even my siblings na nag aaral pa, meron na din. They will not start from scratch pag nag work na sila, they will just continue to save for the plan but with their own money na ๐Ÿคช

Nung naging Financial Advisor ako, ang dami kong natutunan, not just about managing finances. Natutunan ko how to manage my self, to hone my discipline, to set my priorities straight, to enjoy life โค๏ธ

Super happy that I started all these policies! ๐Ÿฅฐ

If marami ka pang doubts and what ifs, maybe this is a sign for you to start!! Go besh, kaya mo yan!! ๐Ÿคฉ

If marami kang questions or misconceptions about life insurance, you can ask me directly ๐Ÿค—

๐˜š๐˜ช๐˜ฅ๐˜ฆ ๐˜ฏ๐˜ฐ๐˜ต๐˜ฆ: ๐˜ž๐˜ข๐˜ญ๐˜ข ๐˜ด๐˜ข ๐˜ณ๐˜ฆ๐˜ฅ๐˜ฅ๐˜ช๐˜ต ๐˜ฐ๐˜ณ ๐˜ข๐˜ฏ๐˜ต๐˜ช-๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ฑ๐˜ข๐˜จ๐˜ฆ๐˜ด ๐˜ข๐˜ฏ๐˜จ ๐˜ฎ๐˜จ๐˜ข ๐˜ด๐˜ข๐˜จ๐˜ฐ๐˜ต ๐Ÿ˜… ๐˜๐˜ช๐˜ฏ๐˜ฅ๐˜ช ๐˜ฌ๐˜ข ๐˜ณ๐˜ช๐˜ฏ ๐˜ฏ๐˜ข๐˜ฎ๐˜ข๐˜ฏ ๐˜ฏ๐˜ช๐˜ญ๐˜ข ๐˜ฎ๐˜ข๐˜ต๐˜ถ๐˜ต๐˜ถ๐˜ญ๐˜ถ๐˜ฏ๐˜จ๐˜ข๐˜ฏ ๐˜ฌ๐˜ข๐˜ฑ๐˜ข๐˜จ ๐˜ฅ๐˜ถ๐˜ฎ๐˜ข๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ข๐˜ฏ๐˜จ ๐˜ต๐˜ช๐˜ฎ๐˜ฆ ๐˜ฏ๐˜ข ๐˜ฌ๐˜ข๐˜ช๐˜ญ๐˜ข๐˜ฏ๐˜จ๐˜ข๐˜ฏ ๐˜ฎ๐˜ฐ ๐˜ฏ๐˜ข ๐˜ฏ๐˜จ ๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐Ÿ™๐Ÿป

This time, chance mo na to magkaroon ng hands-on na financial advisor ๐Ÿ˜

Donโ€™t hesitate to message me! ๐Ÿ˜




13/07/2024

To all Life Insurance Policy Owners, hope you take time to read ๐Ÿ‘‡

๐Ÿ“Œ A gentle reminder:

Your Insurance Policy is worth MILLIONS at the onset. However, the moment you stop or forget paying your premiums, it lapses and becomes valueless.
If your advisor has real concern about your family, she will keep bugging you to remind for the dues. So, please don't be annoyed. Instead, appreciate her efforts for she simply cares for you and your family.

The worst scenario that could ever happen to an insurance advisor, is when she tells;

โ–ช๏ธyour beneficiaries wont get anything when you pass on to another life
โ–ช๏ธyou that there is no retirement fund available
โ–ช๏ธyour medication fund when early stage critical illness attacks or a minor surgery happened to you is no longer available
โ–ช๏ธyour child can't go to university because his education fund is gone
โ–ช๏ธyour heirs that no fund is available to pay the estate tax

ALL simply because you took your insurance policy for granted, that you forgot to keep your policy in force.
Please do not waste your hard earned money by not keeping your policy in force. Your policy is for the love of your family and more importantly yourself!

Insurance advisors do not ask clients to buy. They simply share how to save and invest.
So call your insurance advisors and together review your policy.

For those whose policies are active...
Congratulations and thank you for the TRUST!

The harsh truth isโ€ฆ HMO, health card & crowd funding are never enough to finance the expenses of having critical illness...
02/05/2024

The harsh truth isโ€ฆ HMO, health card & crowd funding are never enough to finance the expenses of having critical illness.

Get yourself a critical illness insurance today & be worry free!

PM me for a free quotation. ๐Ÿค“

Take a moment to consider it seriously.1. The process of converting P1,000 into P1,003 is known as a BANK.2. An investme...
30/04/2024

Take a moment to consider it seriously.

1. The process of converting P1,000 into P1,003 is known as a BANK.

2. An investment is when P1,000 becomes P1,300.

3. A plan to turn P1,000 into P100,000 is known as an insurance plan.

When a person is bedridden:

1. A P2,000 contribution might come from FRIENDS.

2. A P20,000 present could come from RELATIVES.

3. Parents or siblings could give a gift of P200,000.

4. A gift of AT LEAST P2,000,000 might come from insurance.

No matter how strong a person is, they cannot avoid becoming SICK or having an accident at some point in their lives.

Make a decision TODAY that your future self will find helpful.



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