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Save, Protect and Grow Your Money

Learn How Financial Planning Can Help

Do you want to take charge of your future financially? The first step is to create a personal financial plan. It can give you a framework of how you’re going to use your money to achieve your goals.


At My Wise Finances, we help Filipinos achieve their financial goals by building their personalized financial plan the right way. We conduct Personal Money Management via online consultation where you can learn strategies and techniques to help you control and manage your finances. 

We can help you with…

CASH FLOW MANAGEMENT

Do you find it hard to save money? Learn how to effectively analyse your personal cash flow to help you keep track of your money and start saving easily.

LIFE AND HEALTH INSURANCE

Are you considering the idea of protecting your income? Looking for the best life insurance policy or product? We’ll consider your needs and goals in presenting a proposal policy.​

Why do you need to get your life insured? Here are some reasons why…

INVESTING IN VUL

Do you want to invest to grow your money? VUL is a 2-in-1 financial plan where you can have guaranteed income protection and investment in mutual funds.​

Financial Advisors

Faye Rocero

I am a CPA and a licensed financial advisor. I believe financial freedom is achievable by all Filipinos. As a financial advisor, I help people to get started to save, have a financial plan and protection. But most of all I partner with people to start their journey to financial freedom.

Client Testimonials for Faye

Ms Faye is a really great adviser. I love how open she is and hears me out on my thoughts and decisions. And gives me options. She isn't only my adviser but also a friend. It makes this whole finance thing fun! I truly recommend people also tap on this page.
Kai Lantin
Interior Designer
It is a great pleasure to recommend Ms. Faye as financial advisor. She's really professional at her young age,and also encourage the youth to save money not only today but for a brighter future.
Lenicel Pitalco
OFW
I am a young professional that is struggling with how I would manage my income. It’s a good thing that Ms. Faye was recommended to me by a dear friend and it was good when she introduced me to ways I can be wise on my money. Definitely enjoying brighter life!
Lester Guerrero
Secondary Teacher

Melanie Samudio

I’m a Licensed SHS teacher and a licensed financial advisor. As a teacher, it is always a joy for me to see other people learn and apply the things that I have shared with them. It is also my dream for other people to realize the importance of financial planning in order for them to achieve their future financial goals, protect their family, and have a brighter life ahead.

Client Testimonials for Melanie

I am very humbled and amazed of how Ms. Melanie shares her life experiences regarding handling finances. I am one of those that work for the money just to get through life in a day and yet she showed me the real joy and value of earning, it was to invest it in those things that really matter in life.
Hazel Llamas​
DEPED Teacher
As a young professional, I am really struggling with handling my finances so I am very thankful to my financial advisor, Ms. Melanie who urged me to invest in myself as soon as I earn my first income. I highly recommend her for being very accommodating on my queries regarding details on my insurance policy.
Kristian Jay Ramos
Licensed Electrical Engineer
Marami na akong narinig na mga insurances, meron din akong insurance pero hindi ko talaga naiintindihan ano ba ang makukuha ko doon, or talaga bang worth it na kumuha ng insurance.. si Ms. Melani Samudio lamang ang nakapagpaintindi sa akin ng kahalagahan ng pagkakaroon ng insurance with investment at paano ko dapat unahin na mag-save ng savings bago ang iba pang bagay.
April Jackie Latigay
DEPED Teacher

Hannah Fatima Rosales

I am an entrepreneur, licensed financial advisor and full-time mother. As a financial advisor, my advocacy is to help Filipino families have guaranteed fund so they won’t experience financial hardships in case their loved one gets ill or stricken by unexpected life events.

Client Testimonials for Hannah

Being a young professional, it was very challenging to manage finances entering the adulting stage. Having Ms. Hannah Abes as my financial advisor really made a great difference. She was able to answer all my queries and provide various solutions on how I can spend my income. She has become my one call away advisor whom I treat as kin. She's very professional and hands-on.
Iris Patricia Ongyaco
Pharmacist
"This year made me realized the importance of life insurance and savings especially this time of pandemic. Thanks to Ms. Hannah for introducing me to Sun Maxilink 100, I feel secure and at peace. "
Ma. Elaine L. Licas
Licensed Nurse

Angelica Joyce Marquez

I am a financial management graduate, an auditor, an entrepreneur and a financial advisor. Learning the fundamentals of managing your own finances, it really helps me to help other people to really be responsible of their hard earned money.

 

As an financial advocate, I do believe that insurance is for every Filipino. No one should be left behind in achieving their financial goals.

Client Testimonials for AJ

"It's been a year since I got my policy in Sunlife through my friend and financial advisor Ms. Angelica Marquez. She always give me advise on how to save money. Not only that, she also helps me on my business like on how to add income in my products. So I recommend her to those other people out there who wants to have a brighter life like me where I'm not stressed out on what will be my future is."
Aileen Devera
Registered Psychometrician
"I have a lot of questions and hesitations but having an advisor [like AJ] that you could talk about anything and understand you in a professional way is a great help. So I suggest you find an advisor you are comfortable with. Having a policy gives you confidence and security that whatever happens to you there is something that you and your family could rely [on]."
Jhen Perl Manongsong
Branch Coordinator

Get Your Bonus Financial Plan Report!

Take charge of your financial situation to maintain your financial health and achieve your financial goals. Get this for FREE after the consultation with our financial advisor.

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