The Millennial Wealth Builder

The Millennial Wealth Builder

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Financial Planner

17/04/2023

Coming from a Sun Life policy holder. ๐ŸŒž

26/08/2022

Doctors and Insurance Advisors work hand-in-hand. They are two of the people you might need during times of a hospitalization. One to help you medically and the latter to help you financially.

If you need an insurance advisor, message me anytime.
Let's discuss your options! โ˜บ

21/08/2022

Time flies. Start small, but start now.

01/06/2022

Okay lang maubos basta ang nai-withdraw ay napunta sa bills payment, savings, insurances, investments. ๐Ÿ˜‰ Ubos man ang laman ng ATM mo, at least masaya ka, wala kang utang, at hindi ka broke.

19/05/2022

Choose wisely. ๐Ÿ’›

YOUR PARTNER CAN BE YOUR BEST OR YOUR WORST INVESTMENT ๐Ÿ’–

"This is my ex-girlfriend. Now my wife. And I can say na choosing her is the best decision and investment I have ever made.

I was a Seaman and I have seen a lot of colleagues na baba-sampa lang sa barko. Pero walang napupundar. Yung nagiging desperado silang sumampa ulit kasi need na ng pang-tuition ng mga anak nila. Tapos pag tinatanong ko, anong nangyayari sa malalaki nilang sweldo, mga padala. Sabi nila, kasi yung asawa nila, bili ng ganito, ganyan. Tapos pagdating nila, bayad utang o kaya nagpapalibre mga kamag-anak.

Kaya I am so blessed to have my wife. Hindi din naman ako magaling humawak ng pera, pero my wife, she is so financially wise. Parang ang dynamics namin, I bring in the capital, then she manages and grows our wealth.

Nagsimula lang kami sa pangangarap habang nag-iinuman sa gutter hahaha. Ngayon, may insurance na kami ng mga anak ko. May investment kami sa stock market. May maliit kaming franchise. Tapos ngayon, sinabi niya na naglagay din daw sya ng konti sa mutual funds sa Investa App. Recently, kinaadikan niya yung crypto.

Hay Lord, I am so thankful that He allowed me to meet this beautiful and prudent woman. Kung wala siya, siguro katulad lang ako ng ibang seafarer na akyat-baba lang sa barko at hindi makakasama ang pamilya nila for decades.

Choosing your partner can make or break you. Kaya choose wisely mga kapatid, ka-investa. She or he can be your best or your worst investment."

- bods

Photos from The Millennial Wealth Builder's post 16/05/2022

Being a breadwinner is not an easy role to play and sometimes can cause financial stress. Check out what you can do to help reduce your stress!

Let's talk more about the role of breadwinners and how you can take care of your mental health while being one. ๐Ÿ’›

01/02/2022

๐—•๐˜‚๐—ฑ๐—ด๐—ฒ๐˜ ๐—ณ๐—ผ๐—ฟ ๐—ถ๐—ป๐˜€๐˜‚๐—ฟ๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—ฝ๐—ฎ๐˜†๐—บ๐—ฒ๐—ป๐˜ ๐—ป๐—ผ๐—ผ๐—ป๐—ด ๐Ÿญ๐Ÿต๐Ÿฑ๐Ÿต-๐Ÿญ๐Ÿต๐Ÿฒ๐Ÿฌ ๐Ÿคฉ

This is just one proof that even before may insurance na.

At kasama sa BUDGET nila ang insurance.
25% of their income goes to insurance monthly.
(Ngayon, even 15% of your income, makaka-avail ka na ng plan na may coverage na 1,000,000+)

This means that insurance is really true.
Pero marami paring mga Pilipino ang takot at di naniniwala sa insurance.

"Baka magsara lang yan"
"Gastos lang yan"
"Baka itakbo lang pera natin"

Sun Life is already 127 years in the Philippines.
This paper is 63 years old already.

If we know the true purpose and intention of having an insurance for sure kagaya ka rin nila lolo at lola na may-ari nito.

You will have a budget for it. Kasi alam mo na may PEACE OF MIND ka that no matter what happens, napaghandaan mo ang mga pwede mong maiwang mga bills and liabilities sa family na mapag-iiwanan mo. ๐Ÿค—

Ayaw mo ba nun?

Having an insurance is all about preparedness.

When uncertainties happen:
โ–ชmagiging pang tuition ng anak mo na nag-aaral pa
โ–ชpang umpisa sa pagpapatayo ng negosyo ng pamilya mo
โ–ชpang full payment sa bahay na ni-loan mo (MRI)

Iilan lang yan.

Ipasok mo na rin sa budget mo ang INSURANCE at the end of the day para naman yan sa minamahal mo sa buhay ๐Ÿ’›

Credits to: Beatrix Gertos

28/01/2022

You'll see more of this face on this page very soon. ๐Ÿšง


24/01/2022

Happy Monday! โ˜€

When opportunity presents itself, donโ€™t be afraid to go after it. There are secret opportunities hidden inside every failure. Being idle and waiting for something to happen diminishes the value to succeed.

You succeed because you donโ€™t wait for something to happen; you make them happen!

Seize the day! ๐Ÿ’ช๐Ÿป

07/12/2021

Employee Concerns:
โ›‘ Personal Safety
โ›‘ How their families can cope should anything happen to them while on the road or at work

Solution:
๐Ÿ’ก Sun Life's Group Life Insurance
๐Ÿ’ก It's a way of protecting several people under one contract all at an affordable premium

Benefits:
โœ… Peace of mind for the company and its employees
โœ… When employees are happy and secured, they are extra productive

To know more, ask me how. ๐Ÿ“ฉ

๐—Ÿ๐—ผ๐—ฟ๐—ฒ๐—ป๐—ฐ๐—ฒ ๐—–๐—น๐—ฎ๐—ถ๐—ฟ๐—ฒ ๐—ข๐˜€๐˜๐—ถ๐—น
Licensed Financial Advisor
[email protected]

Photos from The Millennial Wealth Builder's post 03/12/2021

Take a moment to refocus on what matters. Here are some tips on how we can nourish ourselves better, prevent burnout, and achieve wellness from home. ๐Ÿ’›

29/11/2021

12M worth of life insurance policy contracts to be delivered to my dear clients. โœจ

Get yours now and be protected against the unexpected ๐—ฆ๐—”๐—— events โ€” Sickness, Accident, Death.

And be financially ready for the expected:
- Child's education
- Purchasing a property
- Starting a business
- Travel
- Other life milestones (wedding/starting a family, retirement)

Do something today that your future self will thank you for.
Let me help you. ๐Ÿ’›

Lorence Claire Ostil
Licensed Financial Advisor
0915 517 4140
[email protected]

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15/F Frabelle Business Center, 111 Rada Street , Legazpi Village
Makati
1229