Invest

Saving makes your money secured, but investing makes your money grow – especially for the long-term. As a Licensed Financial Advisor and Real Estate Professional, I can help you find ways how to increase your wealth.

Sun Life Insurance with Hospitalization and 114 Critical Illness Protection

Here’s a sample life insurance quote I made for my client which is 26 years old, female and non-smoker. No previous diagnosis – standard rating. The following Plan is what I call as the Combi Plan which is a combination of VUL and Health Insurance of Sun Life. The following benefits by which my client …

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Financial Needs Analysis Calculator for Filipinos

Here’s a form that will help you determine the goals you would reach so you can prepare financial milestones for the future. This will help you determine your financial life’s “total needs” that will consider your current resources, present and future income, investments, interest rates, return and yields and life’s realities. I will then send you …

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How to Start Investing in a Mutual Fund in the Philippines for as low as PHP10,000

Savings will only protect or “save” your money, but investments will grow them. If you have a COL Financial Account, you have the access to almost all of the available Mutual Funds in the Philippines right now. But first, what is a Mutual Fund? In a nutshell, a Mutual Fund is a pooled fund where …

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