My wealth solution

My wealth solution Our main objective is to promote financial literacy (savings and investment) in the local community.

We know it’s not easy to talk about money, and investments. But it’s important...Tara usap tayo... ^_^
09/06/2022

We know it’s not easy to talk about money, and investments. But it’s important...
Tara usap tayo... ^_^

It’s no secret that our investment and insurance portfolio needs to grow as we do. But as we get busy with our changing lives, we often lose track of updating our portfolios as our needs change. Here are 5 common portfolio gaps that are most common in Asia.

Make plan before it's too late...Sign up to know how... ^_^
07/06/2022

Make plan before it's too late...
Sign up to know how... ^_^


Similar to going for that health check, no one really wants to hear how their financial health is. But the reality is knowing is always better — and the solution is often not as difficult as our minds make us believe it will be. Here are three common fears and steps you can take.

31/10/2021

You may message us if you're interested to invest in index funds or other mutual funds products. We are Certified Investment Solicitors, licensed by SEC to sell mutual funds. ^_^





31/10/2021

After the Delta variant comes the Mu variant. This new strain, even if it has very little information, should still concern us. Read on to know more about it.

14/06/2021

Join us on Tuesday, as we discuss how to achieve financial independence in our upcoming webinar, ALFM F.I.T. (Financial Independence Talks) with special resource speaker, Edric Mendoza.

Register now by scanning the QR code or through the link below.
https://register.gotowebinar.com/register/7701547204020721935

11/06/2021

Good day! Protecting your health should always be top priority no matter the age. With AIA Critical Protect 100, you’re covered for up to 100 critical illnesses. I’m ready to tell you more, book me for a virtual appointment by signing-up below.

10/06/2021

This has been one of the FAQs we get when we talk to young professionals like you: why do we encourage them to get insurance early. And it’s because you can qualify for lower premiums. it gives you more time to protect the future you want for yourself! If you wish to learn more, sign-up below!

"Illnesses do not recognize age, s*x, race, and even financial situation. It is not an option to delay getting a health ...
08/06/2021

"Illnesses do not recognize age, s*x, race, and even financial situation. It is not an option to delay getting a health insurance. Good health is never guaranteed and your insurability may disappear anytime." (Arbold Umipig 2021)

HEALTH is wealth. This is probably the most widely used quote in our situation today, having been held under quarantine for more than a year now. Before the coronavirus disease...

08/06/2021

Super Dads! It’s time to get your reward for putting yourself first. Are you ready to claim your Super Prize for the week? Get a chance to win a Samsung 50-inch Smart TV when you join our weekly raffle! Sign up to set a virtual appointment with me and earn a raffle entry. Draw date: June 14, 2021

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General Santos City
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+639436252297

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