Financial Management with Dez

Financial Management with Dez

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Healthy Wallet PH is managed by Dez, a financial advisor licensed by Insurance Commission since 2019

Photos from Financial Management with Dez's post 14/12/2024

DRAGON FRUIT FARM FOR SALE!
-1.3 Hectares (2)
๐Ÿ“Location: Biao Joaquin, Calinan, Davao City.

โ˜‘๏ธTitled
โ˜‘๏ธwater( Deep Well)
โ˜‘๏ธ1 pigpen
โ˜‘๏ธ3 bunkhouses
โ˜‘๏ธDragon Fruit (926 post and 20 meters line post)
โ˜‘๏ธLanzones (67 trees)
โ˜‘๏ธMango (47 trees)
โ˜‘๏ธPeruvian Apple Cactus(500 pcs)
โ˜‘๏ธbanana(30 trees)
โ˜‘๏ธMangosteen(3)
โ˜‘๏ธDurian (18 trees)
โ˜‘๏ธcoconut (9)
โ˜‘๏ธbamboo trees

great opportunity for farming and investment! ๐Ÿ’ธ

Price: 8M negotiable
Message me at :09771644171

Photos from Financial Management with Dez's post 25/10/2023

๐Ÿ“ฃ TAYLOR SWIFT SINGAPORE CONCERT GIVEAWAY FOR SUN LIFE CLIENTS!!!!

Want to make the whole place shimmer? Speak now!

We are raffling off the following to our dear clients:
โ€ข a Trip for 2 to Singapore and concert tickets to watch a Grammy & VMA Award-winning artist LIVE!
โ€ข 15 VIP Tickets to the Sama-Sama sa Pasasalamat Concert to be raffled off from the 1st 150 clients who arrive at the Concert
โ€ข 150 Sun Life Sama-Sama sa Pasasalamat Gift Boxes

Sounds like a love story?

Check out our full mechanics here:
https://sunlife.co/Q4-Contact-Info-Update-Promo

Clients have until November 15, 2023 to become eligible. Drop everything now!

Photos from Financial Management with Dez's post 27/05/2023

โ€œToday the greatest single source of wealth is between your ears.โ€ ยฉ Brian Tracy

Teachers are blessings in educating young minds. I am greatly humbled that an educator like Ms. Jarvie opens her heart and mind to a brighter life with Sun Life Philippines. ๐ŸŒค

Continuing to build her goals and dreams for her family while being wise in acquiring a risk management tool.

Excited to embark a new milestone with with you maam Jarvie โœจ๐Ÿฅ‚

Photos from Financial Management with Dez's post 25/03/2023

Itโ€™s OFFICIAL!๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ

Sun Life still is NUMBER 1 for MORE THAN 10 years!!!We did it! The crown is ours in terms of New Business and Total Premium ๐Ÿ‘‘๐Ÿ‘‘๐Ÿ‘‘

Undisputed Number 1 insurance company in the entire country, Sun Life ๐Ÿ†๐Ÿ†๐Ÿ†

When others are still doubting, others have been believing to this longest (128 years) and strongest standing company in the Philippines!!!!

I am a proud SUNLIFER๐Ÿซฐ๐Ÿผ๐Ÿ’›๏ฟผ

๐—ข๐—ก๐—–๐—˜ ๐—”๐—š๐—”๐—œ๐—ก, ๐—ฆ๐—จ๐—ก ๐—Ÿ๐—œ๐—™๐—˜ ๐—œ๐—ฆ ๐—ง๐—›๐—˜ ๐—ก๐—จ๐— ๐—•๐—˜๐—ฅ ๐Ÿญ ๐—œ๐—ก๐—ฆ๐—จ๐—ฅ๐—”๐—ก๐—–๐—˜ ๐—–๐—ข๐— ๐—ฃ๐—”๐—ก๐—ฌ ๐—œ๐—ก ๐—ง๐—›๐—˜ ๐—ฃ๐—›๐—œ๐—Ÿ๐—œ๐—ฃ๐—ฃ๐—œ๐—ก๐—˜๐—ฆ!

๐™Ž๐™๐˜ผ๐˜ฝ๐™„๐™‡๐™„๐™๐™”. ๐˜พ๐™๐™€๐˜ฟ๐™„๐˜ฝ๐™„๐™‡๐™„๐™๐™”. ๐™‹๐™€๐™๐™๐™Š๐™๐™ˆ๐˜ผ๐™‰๐˜พ๐™€.

๐‘บ๐‘ผ๐‘ต ๐‘ณ๐‘ฐ๐‘ญ๐‘ฌ is still Number 1! (5 out of 8 categories)

๐Ÿฅ‡Number 1 in New Business
๐Ÿฅ‡Number 1 in Net Income
๐Ÿฅ‡Number 1 in Total Premium
๐Ÿฅ‡Number 1 in Assets
๐Ÿฅ‡Number 1 in Invested Assets

Sun Life Philippines is also significantly top in traditional products because our guaranteed return funds are just that EXCELLENT!

Thank you, clients for making us SH1NE!

Sources:

https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-Assets.pdf

https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-Invested-Assets.pdf

https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-NBAPE.pdf

https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-Premium-Income.pdf

https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-Net-Income.pdf

Photos from Financial Management with Dez's post 25/02/2023

โ˜€๏ธ ๐™‡๐™„๐™๐™€ ๐™„๐™‰๐™Ž๐™๐™๐˜ผ๐™‰๐˜พ๐™€ + ๐™Ž๐˜ผ๐™‘๐™„๐™‰๐™‚๐™Ž โ˜€๏ธ

๐’๐ฎ๐ง ๐’๐ฆ๐š๐ซ๐ญ๐ž๐ซ ๐‹๐ข๐Ÿ๐ž ๐„๐ฅ๐ข๐ญ๐ž ๐๐ž๐ฌ๐จ ๐Ÿ๐ŸŽ
๐Ÿ”ฅHere are 7 Compelling Reasons:

1. ๐˜พ๐™๐™„๐™Ž๐™„๐™Ž ๐™‹๐™๐™Š๐™Š๐™ ๐™‡๐™ž๐™›๐™š๐™ฉ๐™ž๐™ข๐™š ๐™‚๐™ช๐™–๐™ง๐™–๐™ฃ๐™ฉ๐™š๐™š๐™™ ๐˜พ๐™–๐™จ๐™ ๐˜ฝ๐™š๐™ฃ๐™š๐™›๐™ž๐™ฉ๐™จ
โ–ช๏ธ As early as end of 6th year of your policy, you get to receive a Guaranteed Pay Out every other year until age 100 regardless of the economic situation

2. ๐™€๐™–๐™ง๐™ฃ ๐˜ฟ๐™„๐™‘๐™„๐˜ฟ๐™€๐™‰๐˜ฟ๐™Ž ๐™”๐™š๐™–๐™ง๐™ก๐™ฎ
โ–ช๏ธ You will receive money if the company declares that there is a dividend

3. ๐™ˆ๐™ช๐™ก๐™ฉ๐™ž ๐™‚๐™š๐™ฃ๐™š๐™ง๐™–๐™ฉ๐™ž๐™ค๐™ฃ๐™–๐™ก ๐˜ฝ๐™š๐™ฃ๐™š๐™›๐™ž๐™ฉ๐™จ
โ–ช๏ธ Even your grandchild will experience benefits

4. ๐™๐™ช๐™ฉ๐™ช๐™ง๐™š ๐™๐™š๐™–๐™™๐™ฎ ๐˜พ๐™ง๐™š๐™™๐™ž๐™ฉ
โ–ช๏ธ You can borrow money when you need money

5. ๐™๐™ช๐™ฉ๐™ช๐™ง๐™š ๐™ˆ๐™๐™„ ๐™๐™ค๐™ง ๐™ƒ๐™ค๐™ช๐™จ๐™ž๐™ฃ๐™œ ๐™‡๐™ค๐™–๐™ฃ
โ–ช๏ธ You can use it if you're going to loan a house

6. ๐™ˆ๐™ช๐™ก๐™ฉ๐™ž-๐™‹๐™ช๐™ฅ๐™ค๐™จ๐™š ๐™๐™ช๐™ฃ๐™™
โ–ช๏ธ You can give it as a gift, wedding fund, buy a car, build a business, property and many others

7. ๐™‡๐™€๐™‚๐˜ผ๐˜พ๐™” ๐™‚๐™ž๐™›๐™ฉ ๐™๐™ค๐™ง ๐˜ผ ๐™‡๐™ž๐™›๐™š๐™ฉ๐™ž๐™ข๐™š
โ–ช๏ธ Your family will never forget you and what you've set-up for them

๐™Ž๐™๐™„๐™๐˜ผ๐˜ฝ๐™‡๐™€ ๐™๐™Š๐™:

๐ŸŽ“ Educational Fund
โœˆ๏ธ Travel Fund
๐Ÿง“ Retirement Fund

Message me for inquiries.๐Ÿ“ฉ

19/01/2023

150k ni Client, 60k lifetime pension ang kapalit ๐Ÿ˜
Start sa end of 6th year of the Policy may matatanggap na syang 60k PLUS may 1.5Million Life Insurance Coverage na Pamana Fund pa!

This Plan is Transferable. Pwede mong maipamana sa anak mo at sya naman ang makakatanggap ng lifetime pension ๐Ÿ˜ฎ

Sure na ang pang aral sa College ng anak, Business Funds and For Building Retirement ni Client.๐Ÿ’›

Message me to know more๐Ÿ“ฉ

Financial Management with Dez
Licensed Financial Advisor




16/01/2023

GOOD NEWS SUN LIFE POLICY HOLDERS!!

๐—œ๐—ณ ๐˜†๐—ผ๐˜‚ ๐—ต๐—ฎ๐˜ƒ๐—ฒ ๐—ฃ๐—ข๐—Ÿ๐—œ๐—–๐—œ๐—˜๐—ฆ ๐—ก๐—” ๐—ง๐—ฅ๐—”๐——๐—œ๐—ง๐—œ๐—ข๐—ก๐—”๐—Ÿ ๐—ฃ๐—Ÿ๐—”๐—ก๐—ฆ ๐˜€๐˜‚๐—ฐ๐—ต ๐—ฎ๐˜€ ๐—ฆ๐˜‚๐—ป ๐—ฆ๐—บ๐—ฎ๐—ฟ๐˜๐—ฒ๐—ฟ ๐—˜๐—น๐—ถ๐˜๐—ฒ, ๐—ฆ๐˜‚๐—ป ๐—”๐—ฐ๐—ฐ๐—ฒ๐—น๐—ฒ๐—ฟ๐—ฎ๐˜๐—ฒ, ๐—ฆ๐˜‚๐—ป ๐—™๐—ถ๐˜ & ๐—ช๐—ฒ๐—น๐—น ๐—”๐—ฑ๐˜ƒ๐—ฎ๐—ป๐˜๐—ฎ๐—ด๐—ฒ, ๐—ฒ๐˜๐—ฐ).

BIG congratulations dahil our accumulation rates (dividends and bonuses) will INCREASE from 3.90% to 4.20%! ๐Ÿ†๐Ÿค

These plans are guaranteed and no risk! Pataas lang ng pataas! ๐Ÿ˜Š

If you want to have this kind of plan, message mo lang ako. ๐Ÿ˜Š


16/01/2023

๐Œ๐š๐ฒ ๐ง๐š๐ญ๐ฎ๐ญ๐ฎ๐ฅ๐จ๐  ๐ค๐š ๐›๐š๐ง๐  ๐ข๐ฉ๐จ๐ง ๐ฌ๐š ๐›๐š๐ง๐ค? ๐Ÿค”

Invest your money with Sun Life and get ๐™‚๐™๐˜ผ๐™๐˜ผ๐™‰๐™๐™€๐™€๐˜ฟ ๐™๐™€๐™๐™๐™๐™‰๐™Ž at 4% yearly and life insurance coverage!

Sun Life is introducing SUN WEALTH PRIME 7:

The following are the product's features and benefits:
โ€ข ๐†๐”๐€๐‘๐€๐๐“๐„๐„๐ƒ Annual payout of 4% net for 7 years
โ€ข ๐†๐”๐€๐‘๐€๐๐“๐„๐„๐ƒ Return of capital after 7 years
โ€ข ๐†๐”๐€๐‘๐€๐๐“๐„๐„๐ƒ Life insurance protection of 110%
โ€ข ๐†๐”๐€๐‘๐€๐๐“๐„๐„๐ƒ Insurability. No medical exam.
โ€ข Min investment PHP 500k - ๐จ๐ง๐ž-๐ญ๐ข๐ฆ๐ž ๐ฉ๐š๐ฒ๐ฆ๐ž๐ง๐ญ

Send me a message so you donโ€™t miss out on this Bright Opportunity!

29/12/2022

Napakaresponsable na magulang ng mga clients ko. Kumuha sila ng plan na may guaranteed return after 6 years. Ibig sabihin 14 years old palang ang kanilang anak tumatanggap na ng P104,000 every other year until age 100 ๐Ÿ˜

Pwedeng gawin muna nilang pension then eventually ipapasa na ang pension sa anak. Pwede din gawing pandagdag sa tuition fee soon.

Mapapasana all ka nalang talaga! 8 policies na sila! Cheers to more mam and sir!

Thank you so much for trusting me always.

I love my job!

๐Ÿ“ฉ Schedule a free financial planning today.



Credits to Jo Ballena

08/12/2022

Mao na siguro ni isa sa practical na regalo! ๐Ÿฅฐ

โœ…Educational Fund para sa mga anak.

โœ…Retirement Fund para saimo or para saimong parents.

โœ…Health Fund para sa hardworking person like you.

โœ…Income Protection para sa mga breadwinners.

Hopefully, magamit atong 13th month pay or bonus to give value to yourself and to your family. Thereโ€™s no harm in getting your โ€œwantsโ€ first, but sa panahon karon โ€œBeing practical is Kingโ€.

Balance is always the key. ๐Ÿ™Œ๐Ÿฝ

Message me if gusto mo mag pa quotation, but I will always recommend to sit down first. Para han-ay. ๐Ÿฅฐ

06/12/2022

One of the BEST GIFT is to secure your loved one's FUTURE. ๐Ÿ’›

Life insurance plan is BEST for:

โœจBreadwinners who provide for their family's needs and who's priority is to secure their familyโ€™s future, no matter what happens;

โœจYoung professionals who are just starting their careers, taking one step ahead for their future life milestones;

โœจBabies/children's education is their parents' priority;

โœจParent's who want to live the life they want to have on their retirement years; and

โœจGrandparents to pass on their LEGACY to the next generation โœจโœจโœจ

ctto: Loreta Delbidos


14/11/2022

Uy, overnight!! Ugma naman diay no?

Spend you 13th month wisely!

1.) Pay you debts. Please unahin ang obligasyon. ๐Ÿฅฐ

2.) Magpa rebond! Char. Kumurot to reward yourself. Deserve mo yan!

3.) Add to your emergency fund. (Kung hindi ka pa nag b-build, simulan mo na!

4.) Check Life Insurance, Health Fund, and contact Financial Management with Dez, jusko mag start ka na! (Pag earlier, cheaper ang insurance)

5.) Investments. Whether to yourself, to Mutual Funds, to MP2, etc.

If you want deeper conversation on your finances, message me directly. ๐Ÿ˜„ Maybe I can share one or two lessons about finances that I have learned from series of trainings.

Want your business to be the top-listed Accountant in Davao City?

Click here to claim your Sponsored Listing.

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Davao City
8000