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?...

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.