Trusted Financial Advisor

Check out the Best Advisor you can Trust

The Financial World has been filled with a lot of the so-called super financial Advisors.  Many of the so-called financial advisors, would come to your house, visit you in your office, call you for an appointment or send you an unsolicited email.  Obviously, this is for your own good. These are just a few of […]

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Clients Complaints on Financial Advisor

Famous Complaints about Financial Advisors?

Being a financial advisor is one of the challenging jobs I’ve ever ventured. The infinity of knowledge and the luxury of opportunities are just some of them. In the past years of handling clients, I have seen some major concern on how we manage clients who would like to engage on your proposals. With this […]

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3 Effective Ways to Financial Success?

Understanding your financial status is the initial step to your financial success.  There are a lot of ways to know your financial status but I have derived 3 effective ways to consider in attaining financial success. 1. Beware of your Assets And Debts Whenever I sit with my clients.  The first question to ask how […]

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3 Things you are missing

Five Effects of T.R.A.I.N to Filipinos

Many Filipino people have viewed this change in different perspective, With the much-awaited tax reform law that arrived this year.  A lot have dubbed it as a blessing to meet every family’s need while others have seen this as anti-poor drama that puts more taxes on the commodities.  Here are the Five Effects of TRAIN […]

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5 Reasons to Financial Fitness

5 Reasons to Financial Fitness

Over the course of my financial fitness advisory has been enjoyable yet challenging in servicing and creating the most attractive way for my clients to learn and apply the best way to enhance their capability for financial growth.  The following are the 5 helpful tips to financial fitness. Understand where you are right now.  Understanding […]

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All the letters I should have sent

Unsent Letter to my Dad

Dead Dad, Why did you bring me this far? Did you bring me this far only to show me how it feels like? Why did you marry my mom? Why did you carry me to the hospital? Why did you send me to school? Why do you always sing but you did not teach us […]

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Why Sun Life is No 1. Again!

Sun Life of Canada (Philippines) Inc. topped all life insurance companies in the country based on the total revenues minus total expenses, again.  This information came from the official publication of Insurance Commission from the latest statistics for the past year 2017.   In fact, the company has gained the title for sixth year in a row.  […]

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