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Our Goal
Empower Filipinos with the gift of financial wisdom through easily accessible resources, building a warm and supportive community where everyone can learn and grow together in their financial journey.
Core Values
Persistence
Obtaining financial freedom is a significant achievement. We are your allies, cheering and supporting you until you reach your goals.
Adaptability
Our resources have been thoughtfully created to keep up with the times and change with the ever-changing financial scene.
Success
Your success is the beating heart of our journey. Together, let's pursue excellence.
Most Visited
The Philippines’ Current Health Expenditure (CHE) hit Php 1.09 trillion, with 41.5% covered by individuals, forcing 1.5 million into poverty yearly. Insurers must bridge the gap. Yet, there’s a slight improvement in out-of-pocket spending, showing progress in healthcare access. [Read More]…
The growing need for life insurance, especially during this pandemic, opens great opportunities to unemployed and underemployed Filipinos. It is also a perfect job for those looking for a career with purpose, independence, and freedom. [Read More]…
What’s good with Pag-IBIG MP2 is that it has all these three components. In 2020, for example, when the world was panicking about the COVID-19 pandemic, Pag-IBIG declared a dividend rate of 6.12%. Analyze, strategize, and track your investment using the Pag-IBIG MP2 calculator we created for you. [Read More]…
Ultimate Guides
I’ll be honest, it took me a while to understand it, and you’ll know why later. But after several hours, I can now confidently share with you how to compute Pag-ibig MP2 dividends. [Read More]…
SSS retirement benefit or pension as we normally call it is one of the few benefits employees are entitled to receive when they retire.Are you ready to know how small it will be? [Read More]…
The SSS funeral benefit is a lump-sum amount. SSS death benefit is either a pension or a lump sum.Here is a complete guide to help you claim the two benefits. [Read More]…
Meet the founder
Hi, I'm Ton!
Ton is an electronics engineer, financial blogger, insurance agent, and certified investment solicitor. A multi-awarded financial advisor with clients ranging from lawyers, doctors, engineers, accountants, business owners, company directors, and OFWs to minimum wage earners had sought advice from him in achieving lifetime financial freedom.
We are LICENSED and CERTIFIED
Securities and Exchange Commission (SEC)
We are registered by the Securities and Exchange Commission as a certified investment solicitor (CIS).
Insurance Commission (IC)
We are licensed insurance agents under the Insurance Commission to sell VUL and traditional insurances.
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