Road to Financial Wellness

15/04/2021

Taguig City – Leading life insurer Pru Life UK was bestowed four Golden Arrows award by the Institute of Corporate Directors (ICD), marking another milestone in the company’s history of good

11/04/2020

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.
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21/02/2020

4 Reasons Why Planning for Retirement is Important:

1. SSS is not enough - it will not sustain your medical bills and you will need to downgrade your lifestyle if you will depend on SSS alone.
2. INFLATION - Your 1 peso right now will have lesser value in the future.
3. KIDS are not our retirement fund - they will build and take care of their own family, too.
4. WE LIVE LONGER- Imagine retiring at the age of 60 with no income then living until the age of 80, that's 20 years worth of expenses, 60 years old too far to imagine right?

How about taking a vacation for a month with no SALARY?

Do not just depend on your Company's Retirement Benefit.

Get your own Back Up Plan.

Book your appointment and let us help you.
Best time is NOW to start INVESTING and SECURING your Family.

18/02/2020

Let your Money work for you.

09/02/2020

Our Main Goal is to help fellow Filipinos to be financial literate and for them to understand more about financial wellness.

08/02/2020

Education is the best thing that we can give to our children.
Don’t let unexpected financial distress get in the way of your child's future.

07/02/2020

06/02/2020

Things to ponder on.