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.

Get help 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.

Your Financial Advisor

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.

At first I am not a believer of insurance until my mother has been diagnosed with critical illness that I also realized that having an life and health insurance is vital. That’s why i really want to help as many Filipinos to prepare for the future, create their own wealth and achieve financial freedom.

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

Angelica Joyce S. Marquez

Client Testimonials

"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 to. I appreciate having a policy especially right now where a pandemic is on going and everything is unsure and I still feel at ease, I couldn’t be more thankful that I made a right decision. But I also wish that the time that I will finally use my policy is faaaaaaaaar from now 🙂"

Jhen Perl Manongsong

Branch Coordinator