Helping You Live Fully, Plan Wisely, and Protect What Matters Most
I didn’t always see myself as a financial advisor.But life has a way of leading us where we’re meant to be. Before I entered the world of insurance and financial planning, I was just like many Filipinos—navigating the challenges of managing income, handling expenses, and dreaming of a secure future for myself and my loved... Continue Reading →
When most people think about insurance, they think about protection from loss—hospital bills, sudden death, or unexpected emergencies. But for the wealthy?Insurance isn’t just about protection. It’s about strategy. High net worth individuals (HNWIs) use insurance as a financial tool to preserve wealth, reduce taxes, protect assets, and ensure their legacy is passed on smoothly.... Continue Reading →
There’s one big money myth we need to break:“Kulang kasi ang kita ko kaya wala akong naiipon.” But here’s the truth: It’s not always about how much you earn.It’s about the habits you build with the money you already have. In this post, we’ll look at the daily habits that separate the broke from the... Continue Reading →
Let’s be honest: we all want financial freedom.Pero bakit parang laging kulang ang pera? The truth is, many Filipinos unknowingly fall into the same money traps—and it’s costing them peace of mind and long-term security. If we want to break the cycle of “isang kahig, isang tuka,” we need to talk about the common financial... Continue Reading →
Have you ever felt overwhelmed every time bills are due or when an unexpected expense shows up? That uneasy feeling—yung parang laging may kulang—is a sign that something’s off in your finances. And that’s the opposite of financial wellness. But what exactly is financial wellness? It’s not about being rich. It’s not about perfection either.It’s... Continue Reading →
Life With No Regrets 