Of Loans and Calamities

It's been almost a month since Yolanda struck our country. It's been one surreal experience for those who survived and a great loss to everyone. I myself was too busy coordinating on the retrieval of some relatives who lived in Tacloban when I was asked this question: "What will happen to those victims who have previous loans in the bank, credit cards to pay, jewelries or valuable items kept safe inside the bank? How will they be able to fulfill their obligation to pay when they have lost...

Honey from your Money - Learn Personal Finance Through Real-Life Experiences

Hannah Almira Amora is a financial consultant by profession, a finance educator by heart. After their life-changing experience with their son's life-threatening congenital heart defect, it has pushed her further to educate why it's very important to educate one's self on personal finance.  She has seen the effects of being passive on different investment vehicles out there. She will discuss the different types everybody can participate in - in layman's terms and she will be sharing...

Honey from your Money - A Personal Finance Seminar

It's been a while since we did a public seminar / workshop. And because of the generosity of a client of a cousin, we are back with our public seminars, this time, entitled "Honey from your Money" which will be held at Bizala Business Hub. If you answer "YES" to any of these questions: - are you a newbie in the stock market and burning money right now with the volatility of the market? - are a you student who wants to know if there's a way for you to invest with a meager allowance? - are...

Can I afford to send my kids to college?

So, today will be my first born's first day in 1st grade. When he was just 3 years old, I started calling schools to ask how much the tuition fees where. I did that because of my background, a finance educator advocate and a financial planner. If I was not in this field, I don't think I would have done that.  Anyway, this post will be more of a sharing of the data that I gathered back in 2010 and an updated version of the Tuition Fee Study that I started. I have read an article years...

Of Time Deposits, SDAs and Credit Rating - What's in it for the Savers and Non-Savers?

"Han, upgraded to investment grade na ang Philippines sa Fitch." ("Han, Philippines has been upgraded to investment grade by Fitch.") - This was a text message I got from my client last March 27, 2013 at around 2:48pm. As a non-day trader, non-economist, and somebody who graduated from an engineering course but saw a career in the financial consultancy field, I knew right there and then that it was good news. However, the non-economist side of me kicked in. What's in it for me as a regular investor?...

The Confessions of a Widow

Earlier this month, I wrote "The Consequences of Loosing a Loved One - Part 1". And with that, my mother sent me, my brother and sister a message as a response to my post. And with her permission, I decided to share it with you for you to have a glimpse on the confessions of a widow. Mind you, this is the first time that we really discussed about the loss of our father... Photo by vincent BOCOGNANI Mama: Hi Hon, good job on your blog. I am so proud of you as a writer. The same goes...

WINNING INVESTMENT STRATEGIES

You are cordially invited to Pioneer Life's  WINNING INVESTMENT STRATEGIES A special forum featuring Philippines' 2011  Chief Investment Officer of the Year Mr. Fritz Ocampo ------------------------------------------------------- When: November 15, 2012 Registration: 2:30pm Start: 3:00pm Where: Waterfront Hotel & Casino Lahug, Cebu City --------------------------------------------- WINNING INVESTMENT STRATEGIES A Forum on the Current Investment Climate ABOUT...

Vision and Mission

Vision Our vision is to have a financially free Filipino nation through our high-caliber services and programs wherever we operate.


Mission Our mission is to empower the Filipino people to reach for their dreams and protect it, thru education and sound and wise financial planning.