All About Finance

All About Finance When you invest, you are buying a day that you don't have to work. Send us a message and we will help you plan for you and your Family's Future

Story Time:This is the 2nd plan of my client1st plan - Sun Fit & Well health plan that covers until age 1002nd plan...
05/02/2025

Story Time:

This is the 2nd plan of my client

1st plan - Sun Fit & Well
health plan that covers until age 100

2nd plan - Sun Secure Income
savings & retirement plan that gives fixed allowance and variable dividends (not guaranteed) until age 100

Nag message si Client sa akin :

Client: Ate, mag abroad na ako , anong plan ang pede ko pa i add

Me: Hi, congrats sa new journey mo. Tara lets discuss 💙💙💙

Sobrang into his retirement tong si Client kahit na single pa siya

Thank you for trusting Sun Life and myself as your Financial Advisor

God Bless in your new journey ☀️☀️☀️


Want to make your paycheck last longer? Try this bright tip of the 50-30-20 rule! ✨ The 50-20-30 budget rule can help yo...
30/11/2024

Want to make your paycheck last longer? Try this bright tip of the 50-30-20 rule! ✨

The 50-20-30 budget rule can help you manage your money wisely. In your 20% for savings, you can also try to put your money in investment!

17/11/2024

The dedication and hard work you put in your work will always pay off! ☀

Make your hard work last forever with a Partner for Life. Talk to a Sun Life Advisor to start your financial journey for FREE: sunlife.co/talktoadvisor

Life insurance is key for small business owners.
15/11/2024

Life insurance is key for small business owners.

Life insurance can help you leave behind a financial legacy that will support your family for generations to come. I adv...
14/11/2024

Life insurance can help you leave behind a financial legacy that will support your family for generations to come.

I advocate getting insurance first over investments if you have people depending on you. Are you an OFW supporting a family back home? Are you the breadwinner of your family? If you are, then life insurance is vital for you. You are your own greatest asset, and if something unfortunate happens to you, what will happen to your dependents – your children, your spouse, your aging parents?

Life insurance is there to give you and your dependents the peace of mind that if something happens to you (e.g. critical illness, disablement, etc.), that they will have the financial ability to face challenging times. Don’t take the risk and wait for something unfortunate to happen. Your monthly insurance payments are a small price to pay if you (for critical illness) or your dependents need to make a claim.

How about in PH
13/11/2024

How about in PH

You show love to your partner in ways that you know will make them happy. But don’t sleep on financial planning and life...
13/11/2024

You show love to your partner in ways that you know will make them happy. But don’t sleep on financial planning and life insurance. Insuring your love is as easy as 1-2-3.

Greatest Legacy
04/11/2024

Greatest Legacy

BUDGETING empowers you to make money for achieving your DREAMS
03/11/2024

BUDGETING empowers you to make money for achieving your DREAMS

BUDGETING is a path to FINANCIAL FREEDOM
02/11/2024

BUDGETING is a path to FINANCIAL FREEDOM

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