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.
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.
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…
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.
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.
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.
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.
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.
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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