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TFA Cha De Luna - AXA Financial Advisor

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TFA Cha De Luna - AXA Financial Advisor

A Licensed Financial Advisor that will help you know more about insurance.

Also, providing financial consultation and services that help people prepare for their future financial needs and priorities.

01/03/2022

People tend to fear the situation and refrain from coming in when in fact this is the BEST TIME to position long term fund. Investment exposure should be well diversified thereby minimizing impact of market volatility. It is important that the economy STEADILY grows. We do recommend to STAY INVESTED.

Through AXA’s professionally managed funds, you can maximize your earning potential to build up your investment and reach your medium to long-term goals or simply prepare for your retirement.

Why Choose an Asset Master?

1. Access professionally-managed, high-performing funds to grow your investment.
2. Reduce the impact of investment volatility and maximize your money’s growth potential.
3. Switch to other AXA fund/s for FREE.

Asset Master
--- is a single-pay, insurance and investment plan that allows you to do the following:

♦️ Investment diversification
➖ Access a variety of investment opportunities across the world and diversify your portfolio.

♦️ Estate planning
➖ Grow and preserve your estate and seamlessly transfer it to your heirs.

Business protection
➖ Ensure business continuity by protecting your business from the financial blow of losing a key person.

♦️ World-class medical advice
➖ Avail of value-added services such as best-in-class medical advice for cancer or heart disease, so you and your family can focus on your recovery.

Funds can be allocated to Philippine Funds and Offshore Funds like US Tech (Tesla, Google, Amazon, Microsoft etc).

Learn more about AXA's Asset Master!

Send me a message and I'll give you free financial consultation via Zoom and other digital platforms.

👤 Cha De Luna
📧 [email protected]
Executive Financial Advisor
AXA Philippines

16/06/2021

"𝑷𝒓𝒐𝒗𝒊𝒔𝒊𝒐𝒏 𝒏𝒊 𝑳𝒐𝒓𝒅 𝒂𝒏𝒅 𝑯𝒆 𝒑𝒓𝒆𝒑𝒂𝒓𝒆𝒅 𝒖𝒔 𝒇𝒐𝒓 𝒕𝒉𝒊𝒔 𝒌𝒂𝒔𝒊 𝒏𝒂𝒌𝒂𝒌𝒖𝒉𝒂 𝒌𝒂𝒎𝒊 𝒏𝒈 𝑰𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆 𝒇𝒓𝒐𝒎 𝑨𝑿𝑨 𝒏𝒂 𝒉𝒂𝒍𝒐𝒔 𝒍𝒂𝒉𝒂𝒕 𝒃𝒊𝒏𝒂𝒚𝒂𝒓𝒂𝒏. 𝑷𝒂𝒂𝒏𝒐 𝒏𝒂 𝟐.𝟑𝑴 𝒂𝒏𝒈 𝒉𝒐𝒔𝒑𝒊𝒕𝒂𝒍 𝒃𝒊𝒍𝒍 𝒑𝒆𝒓𝒐 𝒏𝒂-𝒄𝒐𝒗𝒆𝒓 𝒏𝒈 𝒊𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆... 𝒂𝒏𝒈 𝒃𝒊𝒏𝒂𝒚𝒂𝒓𝒂𝒏 𝒍𝒂𝒏𝒈 𝒏𝒂𝒎𝒊𝒏 𝒘𝒂𝒔 𝟑𝟗𝒌."
- 𝑫𝑱 𝑵𝒊𝒄𝒐𝒍𝒆 𝑯𝒚𝒂𝒍𝒂

Their full story here:
https://youtu.be/c0j1CLQHzLk

𝑻𝑯𝑰𝑺 𝑰𝑺 𝑨𝑿𝑨'𝒔 𝑮𝑳𝑶𝑩𝑨𝑳 𝑯𝑬𝑨𝑳𝑻𝑯 𝑨𝑪𝑪𝑬𝑺𝑺.
Your best-in-class health plan that provides coverage from common illnesses and life-threatening pandemic diseases like COVID-19.

With GHA, you can renew your health plan coverage up to age 99 and have coverage even outside the country or abroad.

Get this card for you and your family to enjoy 15% discount!
Send me a message and I'll give you free financial consultation and sample proposals via Zoom and other digital platforms.

𝐓𝐅𝐀 𝐒𝐀𝐀 - 𝐂𝐡𝐚 𝐃𝐞 𝐋𝐮𝐧𝐚
𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐝𝐯𝐢𝐬𝐨𝐫
𝐀𝐱𝐚 𝐏𝐡𝐢𝐥𝐢𝐩𝐩𝐢𝐧𝐞𝐬

28/05/2021

Being sick is really costly and can wipe out your entire family savings especially when it comes to untimely death, most say insurance is expensive that a lot of people can't afford.

If you're on a limited budget but atleast wanted to get a comprehensive coverage then let me help you!

Introducing a Term-Insurance called FlexiProtect!
Maximum protection for minimal cost 🙂

FlexiProtect Benefits:

☑️ Term-Insurance renewable every 5 years
☑️ Can be converted into a Whole Life Plan
☑️ Guaranteed Death Benefit
☑️ Covers 57 types of Major Critical Illnesses
☑️ Can attach Accidental and Death Benefit
☑️ Can attach Hospitalization Income Benefit
☑️ Can attach Waiver of Premium Benefit

Sample quote for a 25 year old male, non smoker:

- 1 million pesos Guaranteed Death Benefit
- 1 million pesos Critical Illness Benefit
- 1 million pesos Accidental Death Benefit
- Waiver of Premium/Disability Benefit

(The higher the coverage and benefits, the higher the premium)

Annual Premium of just P9720! Or P27 per day!

(ctto)

Send me a message and I'll give you free financial consultation via Zoom and other digital platforms.
𝙏𝙁𝘼 𝙎𝘼𝘼 - 𝘾𝙝𝙖 𝘿𝙚 𝙇𝙪𝙣𝙖
𝙇𝙞𝙘𝙚𝙣𝙨𝙚𝙙 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝘼𝙙𝙫𝙞𝙨𝙤𝙧
𝘼𝙓𝘼 𝙋𝙝𝙞𝙡𝙞𝙥𝙥𝙞𝙣𝙚𝙨

24/05/2021

Eto na ba ang new normal na CCTV?

Don't be like Aling Marites. Dapat hindi sa lang sa chismisan laging handa, dapat financially prepared din. :D
Let's plan and prepare for your future financial needs!

Send me a message and I'll give you free financial consultation via Zoom and other digital platforms. :)

𝙏𝙁𝘼 𝙎𝘼𝘼 - 𝘾𝙝𝙖 𝘿𝙚 𝙇𝙪𝙣𝙖
𝙇𝙞𝙘𝙚𝙣𝙨𝙚𝙙 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝘼𝙙𝙫𝙞𝙨𝙤𝙧
𝘼𝙓𝘼 𝙋𝙝𝙞𝙡𝙞𝙥𝙥𝙞𝙣𝙚𝙨

22/05/2021

4 Reasons to say "NO" to life insurance

1. You secretly desire to go bankrupt paying medical bills
2. You are waiting to get older to pay more
3. You're an adrenaline ju**ie; you love uncertainty
4. You are immortal

Sana all immortal! Pagusapan natin yan!

Send me a message and I'll give you free financial consultation via Zoom and other digital platforms.

𝙏𝙁𝘼-𝙎𝘼𝘼 𝘾𝙝𝙖 𝘿𝙚 𝙇𝙪𝙣𝙖
𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝘼𝙙𝙫𝙞𝙨𝙤𝙧
𝘼𝙭𝙖 𝙋𝙝𝙞𝙡𝙞𝙥𝙥𝙞𝙣𝙚𝙨

09/04/2021

Thank you for this recognition, TFA-SAA Branch and My Prime Pinnacle Financials Family! I always look forward to educate more clients by giving them a professional service and commitment.

Book a free Financial Needs Analysis with me so that we can analyze your current financial situation, your future financial needs and goals and what you need to do to reach these goals. This FNA will give you a complete picture of your finances, it also ensures that you are getting the appropriate financial solutions that you can afford, that are not too risky and that will help you achieve your dreams and ambitions such as having enough money for your expected and unexpected needs.

"𝘼 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙖𝙙𝙫𝙞𝙨𝙤𝙧 𝙬𝙝𝙤 𝙜𝙞𝙫𝙚𝙨 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙖𝙙𝙫𝙞𝙘𝙚 𝙬𝙞𝙩𝙝𝙤𝙪𝙩 𝙙𝙤𝙞𝙣𝙜 𝙖 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙣𝙚𝙚𝙙𝙨 𝙖𝙣𝙖𝙡𝙮𝙨𝙞𝙨, 𝙞𝙨 𝙡𝙞𝙠𝙚 𝙖 𝙙𝙤𝙘𝙩𝙤𝙧 𝙬𝙝𝙤 𝙙𝙤𝙚𝙨 𝙖 𝙙𝙞𝙖𝙜𝙣𝙤𝙨𝙞𝙨 𝙪𝙥𝙤𝙣 𝙩𝙝𝙚 𝙛𝙞𝙧𝙨𝙩 𝙝𝙖𝙣𝙙𝙨𝙝𝙖𝙠𝙚"

Let's Talk! Send me a message and I'll give you free financial consultation via Zoom and other digital platforms.

𝗧𝗙𝗔 𝗦𝗔𝗔 - 𝗖𝗵𝗮 𝗗𝗲 𝗟𝘂𝗻𝗮
𝗟𝗶𝗰𝗲𝗻𝘀𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿
𝗔𝗫𝗔 𝗣𝗵𝗶𝗹𝗶𝗽𝗽𝗶𝗻𝗲𝘀

27/03/2021

Why do some people neglect getting an insurance? Some people were able to get one and understand its importance. Probably because, they LISTEN, TAKE ACTION AND PLAN WISELY.

Being healthy and having a good lifestyle are good practices. One must also have a peace of mind, but what if health emergencies occur? It’s a different story. The truth is, getting health insurance is a right and not a PRIVILEGE.

As a financial advisor, I was able to help clients have their solid financial foundation in securing and building their wealth by giving them the right Health Solutions. No wonder why other medical professionals also join this business. Ultimately because our goal is clear and that is to save lives. Saving lives means being “FINANCIALLY” prepared for medical expenses and emergencies.

You should break the circle, leave a good financial legacy for your family and protect your personal savings from unexpected events.

Let's Talk! Send me a message and I'll give you free financial consultation via Zoom and other digital platforms.

TFA SAA - Cha De Luna
Licensed Financial Advisor
AXA Philippines

20/02/2021

Never believed in Life Insurance?

I am honored to help a client's family in processing of Death Claims. It is with all due respect to serve our purpose as Financial Advisors to be with them, fulfilling our promise from beginning 'til end.

"Legacy is not what you did for yourself. It is about what you are doing for the next generation."

A life insurance policy is a way to protect your loved ones, providing them with the financial support they may need incase of your untimely demise. It also offer both death benefits and living benefits.

Let's Talk! Know more about getting life insurance.
Feel free to ask me and don't hesitate to learn more!

Send me a message and I'll give you free financial consultation via Zoom and other digital platforms.

TFA SAA - Cha De Luna
Licensed Financial Advisor
AXA Philippines

09/02/2021

Financial literacy is just as important in life as the other basics.
This is how I build good relationship with my clients; to fully understand their future financial goals and needs.

09/02/2021

Financial Literacy start with those who are willing to listen!

A simple yet memorable date night with my college bestfriends.

Let's talk! Feel free to ask me and don't hesitate to learn more!
Send me a message and I'll give you free financial consultation via Zoom and other digital platforms.

TFA SAA - Cha De Luna
Licensed Financial Advisor
AXA Philippines

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Manila

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TFA Cha De Luna - AXA Financial Advisor

01/03/2022

16/06/2021

28/05/2021

24/05/2021

22/05/2021

09/04/2021

27/03/2021

20/02/2021

09/02/2021

09/02/2021

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