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OUR SOLUTIONS
As the saying goes, for every problem there is always a solution. Whether it's a math problem, personal or even financial problem. Oftentimes, the solutions offered are based on personal biases. This prevalent style of financial planning creates more problems than solutions.
That's why we formulated a tried and tested method in giving advice to our clients.
What We Offer
We offer a wide array of financial solution options that you can choose from. We are accredited with the top companies in the finance, insurance and health care industry in the country. That is why we can assure you of a competitive rate that will suit your budget.
In every structure that is built, a strong foundation is a must. This is what a protection investment offers.
After aptly securing yourself, you must secure your properties as well.
In today's world where viruses are everywhere, we must make it a point to get a health card as to not break our piggy banks in case of sickness. We partnered with the top HMO in the Philippines, Maxicare.
Secure your future and build wealth through real estate investments or find your dream home today. Discover the lasting value and stability that comes with owning a property of your own.
How We Do It
Methodical, meticulous, exciting and fun. These are the words that will come in your mind when you experience how we conduct our financial planning session.
We don't just give proposals right away; we have a structure on doing it the right way.
commitment
This will be our initial conversation wherein we will discuss and assess your starting point when it comes to investment and protection. Once you are ready to proceed to the next step and is ready to commit in discovering your options, we will set a face to face or online meeting.
collaborative discovery
Every person has different needs and goals. Same goes with their belief and habit towards money. Thus, this step is very important to know more details about you. We will talk about your dreams, your vision and what is your end in mind. This collaborative process needs you to be honest and open with your current status financially. We treat all information and details with confidentiality.
data analysis
Data collected from the previous sessions will be taken into careful consideration. We customize a plan suited for you that will address your future needs while also taking into account your capability at present.
recommendation
We will set another meeting for this solutions presentation. We will give you a detailed financial blueprint and explain our recommendation.
The projected future fund value of your plan will also be discussed. In this way, you could assess for yourself if the plan presented best suits you.
application
After determining your preferred path, we can start the application process. You will fill up a client information form and we will input the details into our system.
after sales support
We pride ourselves in giving a superb after sales service. We will discuss the fine prints of the plan you have chosen. You may also schedule a session with us so we can update you and review your plan and make necessary adjustments.