The Money Farm

The Money Farm

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We are team of licensed Financial Advisors from Sun Life of Canada Philippines.

As your guides in the financial industry, it is our goal to raise awareness and help you understand everything there is to know about Money Management.

Photos 15/03/2021

"Iba talaga pag nakikita mo nang malinaw yung galaw ng pera mo, nakakagana palaguin!" 😁

"May insurance plan na din kasi ako kaya comfortable ako iinvest halos lahat"

UPDATE: Nag request si client na mag financial planning ulit kasi tumaas daw sweldo nya 🤑

Grabe, six digits na yung savings/investments nya simula nung meeting namin nung June 2020 (di sa VUL, sa stocks daw). Sakto lang din siguro nag recover yung economy pagka-start nya.

Galing lang, dati di nya alam san napupunta yung halos 11k/month na sobra. Ngayon automatic daw iniinvest nya halos lahat eh hahaha. From 0 ipon to six digit investments. May life and health insurance pa sya. Sarap buhay na neto hahaha.

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Tara, check natin cash flow mo (online)! Sayang kasi, baka ganun na din dapat savings/investment mo o mas malaki pa kung maaga mo lang nasimulan.

This is free!! :)

GOOD NEWS: meron pala siyang P11,000 per month na sobra (eto yung hindi napupunta sa monthly expenses)
BAD NEWS: hindi niya na alam kung saan napunta yung 11k per month for the last 3 years.

11,000 x 36 = P396,000

P396,000. Nawala lang parang hangin.

"Akala ko sakto lang sa monthly expenses ko yung sweldo ko". Hindi siya naka video pero naramdaman ko yung panlulumo.

Eto yung disadvantage kapag hindi naka-budget/allocate yung pera mo. Di mo namamalayan andaming nasasayang na pera 😢

Kaya naman gumawa kami ng plan - hinati namin yung unallocated funds niya sa dalawa: P5,500/month para pambili ng mga gusto niya; at P5,500/month na i-iinvest o papalaguin pa ulit.

Ngayon, tutal nakakapaginvest siya every month - kahit bumili pa siya ng bagong sapatos buwan buwan, walang problema! Lalago padin yung investments niya :)

Naeexcite na ko balikan tong Financial Plan niya 6 months from now (pati yung shoe collection niya 😂😂)! Sana lumago na agad investments mo sir!

Kayang kaya niyo din gawin to! Kailangan niyo lang i-track lahat ng expenses niyo para magkaroon kayo ng clear picture ng cash flow niyo. Tapos from there, we suggest i-allocate niyo na kung magkano for investments at magkano for your wants :)

Pero siyempre, kung gusto mo ng professional advice, we're here to help! Just send us a message and let's schedule an online Financial Planning session :)

08/03/2021

SULIT BA KUMUHA NG INSURANCE?

Kung ako tatanungin mo kung sulit ba na may 1M ako na pampagamot kung sakaling magkasakit? Kung sulit ba na kahit wala akong gawin, may investment fund ako na lumalago? Kung sulit ba on kahit wala na ako, siguradong magpapatuloy na komportable yung buhay ng pamilya ko? For 1,400/month?

Syempre laging "yes, sulit na sulit!" ang isasagot ko 😉 Pero baka sabihin nyo sinasabi ko lang to dahil financial advisor ako from Sun Life.

Kaya ganto nalang, I'll show you the benefits tapos you decide kung sulit ba sya para sayo 🙂

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If you want to know more about insurance and investments, please feel free to message the page!

10/11/2020

THE PSEI HIT 7,000 TODAY! 😱

Re-sharing our post exactly two months ago. Here we are today at 7,000 levels.

Congratulations to everyone who invested the past few months! Our message remains the same. It's not too late!!

You can still catch up while the market is still recovering! 🤓

Do you want to start now but don't know how? Send us a message today for a FREE Financial Planning session 🤓

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Do you want to learn how to prepare for your future AND enjoy the present at the same time? We'd love to help you create a financial plan for !

You will also receive your own financial worksheet with all the formulas and strategies to maximize the potential of your hard-earned money.

Send us a message to schedule a quick online discussion! 🙂

DO THE SMART THING: GET INSURANCE + INVESTMENTS TODAY!

Imagine this, kapag tuluyan nang gumanda yung situation =
gaganda yung economy, tataas agad yung value ng investments mo!

Kung hindi pa naman maging okay yung situation (and we are forced to live with the virus) - you still have peace of mind kasi;

1) if magka-critical illness ka - makakatanggap ka ng 1-2* Million cash for treatment. Siguradong makakapag-pagamot ka!

2) if ma-hospitalize ka - makakatanggap ka ng 1-5k* per day of hospitalization para makatulong sa hospital bills mo.

3) Life Insurance - makakatanggap naman yung pamilya mo ng 1-5M* na sisiguro na patuloy yung buhay ng mga mahal mo. Makakakain padin sila ng masarap, makakapagpatuloy padin sa pagaaral at mabubuhay sila ng komportable.

In short, kahit ano mangyari, you and your family are .

All these benefits (INSURANCE + INVESTMENT) for ~P1,500*/month! Hurry, take advadntage of this opportunity habang bagsak-presyo pa ang stocks!

"In the middle of a difficulty lies opportunity." - Albert Einstein 🤓
Tara, let's approach this pandemic situation with a genius mindset!

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Do you want to learn how to prepare for your future AND enjoy the present at the same time? We'd love to help you create a financial plan for !
Send us a message to schedule a quick online discussion! 🙂


28/10/2020

Last month, we posted this;
(Never Let a Crisis Go to Waste - link below)

Back then, the PSEI is at 5,700-5,800 levels. Just this week, PSEI reached 6,500.

Today, it's not too late! The market is still recovering and this is still a great opportunity for us to invest more!

This is exactly what we were talking about. We know that the economy will recover after a crisis as history has proven. The question is, will you let this opportunity go to waste?

(Never Let a Crisis Go to Waste)
https://www.facebook.com/themoneyfarmph/photos/a.269920880562900/619906638897654/

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Do you want to learn how to prepare for your future AND enjoy the present at the same time? We'd love to help you create a financial plan for !

You will also receive your own financial worksheet with all the formulas and strategies to maximize the potential of your hard-earned money.

Send us a message to schedule a quick online discussion! 🙂


10/09/2020

DO THE SMART THING: GET INSURANCE + INVESTMENTS TODAY!

Imagine this, kapag tuluyan nang gumanda yung situation =
gaganda yung economy, tataas agad yung value ng investments mo!

Kung hindi pa naman maging okay yung situation (and we are forced to live with the virus) - you still have peace of mind kasi;

1) if magka-critical illness ka - makakatanggap ka ng 1-2* Million cash for treatment. Siguradong makakapag-pagamot ka!

2) if ma-hospitalize ka - makakatanggap ka ng 1-5k* per day of hospitalization para makatulong sa hospital bills mo.

3) Life Insurance - makakatanggap naman yung pamilya mo ng 1-5M* na sisiguro na patuloy yung buhay ng mga mahal mo. Makakakain padin sila ng masarap, makakapagpatuloy padin sa pagaaral at mabubuhay sila ng komportable.

In short, kahit ano mangyari, you and your family are .

All these benefits (INSURANCE + INVESTMENT) for ~P1,500*/month! Hurry, take advadntage of this opportunity habang bagsak-presyo pa ang stocks!

"In the middle of a difficulty lies opportunity." - Albert Einstein 🤓
Tara, let's approach this pandemic situation with a genius mindset!

---

Do you want to learn how to prepare for your future AND enjoy the present at the same time? We'd love to help you create a financial plan for !
Send us a message to schedule a quick online discussion! 🙂


01/09/2020

We all know that investing is important if we want to succeed financially. So yung question nalang, kailan ka magsisimula?

Ask yourself this, makakapag-invest ka pa ba pag nagbabayad ka na ng car loan? ng house loan? tuition ng kids? medical needs ng family?

Syempre oo, pwedeng makakapag-invest pa din! But of course, not as much.

Bottom line is, dadating yung araw na lalaki na ng sobra yung bills mo compared sa ngayon. That's why we encourage everyone to start investing TODAY!

Want to start investing now? Send us a message, we'll gladly help you choose the best investment option for you!

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You can also send us a message to schedule a online financial planning.

You will receive your own financial worksheet with all the formulas and strategies to maximize the potential of your hard-earned money.

I will also be sharing tips and strategies in Personal Money Management and Wealth Building; how to KEEP, PROTECT, and GROW your MONEY. We can only accommodate 3 slots this week.

Set an appointment today!



30/08/2020

Ang restrictive na nga ng society, pagbabawalan mo pa ba sarili mo? Remember, you can spend 20% of your monthly salary on wants - GUILT-FREE! So compute na at kung pasok sa 20% yan, add to cart na! 😉
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You can also send us a message to schedule a online financial planning.

You will receive your own financial worksheet with all the formulas and strategies to maximize the potential of your hard-earned money.

I will also be sharing tips and strategies in Personal Money Management and Wealth Building; how to KEEP, PROTECT, and GROW your MONEY. We can only accommodate 3 slots this week.

Set an appointment today!


26/08/2020

Be secured with Sun Life's 3 in 1 Plan for as low as P700/month! The entire application process can be done online, no meetup required! Take advantage of this special offer today!

Comment "yes" if you want to learn more.

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You can also send us a message to schedule a online financial planning.

You will receive your own financial worksheet with all the formulas and strategies to maximize the potential of your hard-earned money.

I will also be sharing tips and strategies in Personal Money Management and Wealth Building; how to KEEP, PROTECT, and GROW your MONEY. We can only accommodate 5 slots this August. Set an appointment today!


19/08/2020

How many points did you get?

A score of less than 10 is very alarming - it means that your finances (sometimes even your health) are at risk!

Consult with a financial advisor today (FOR FREE) to discuss different strategies to protect your wealth as well as your health.

PRO TIP: You can get a score of 10 for as low as P700/month!

Do you want to know how you can improve your score and maximize your money's potential? We'd love to guide you choose the best investment for you!

Send us a message to schedule a free online financial planning session. Limited slots only!


15/08/2020

We all know what happened to Heisenberg. He got sick (cancer) so he turned to illegal activities so he could get money for treatment and still be able to provide for his family financially.

Of course work of fiction to. Sa totoong buhay, usually tatlong scenario pwede mangyari kung magkasakit ka nang walang insurance;

1) Mauubos savings mo. Let's say naka-ipon ka ng 2 Million in 5 years. Pag wala kang insurance, ubos agad yung 2M mo, back to zero ulit. Sayang panahon na nagiipon ka.

(Pano pag wala namang naipon?)

2) Uutang ng pampa-gamot sa family/friends (na may 2 Million). Pwede ding uutang sa bank. Bottom line is, possible na mabaon sa utang and/or maging burden sa family/friends.

3) Pero pano pag wala din mauutangan? 😟

This is the reason why smart people are rushing to get insurance nowadays.

Health insurance is very affordable, specially while you're young and healthy.

I'm sure sabi din ni Walter White sa sarili niya hindi naman siya magkaka-cancer. Kaso ganun talaga eh, life is very uncertain.

So don't take anything for granted. You can get insured for as low as P700/month! Protect yourself and your loved ones today!

Send us a message for more info ;)


22/07/2020

Five more people and their families' futures secured.

Naisip ko lang, ang talino na ngayon sila nag-start. Bakit?

1) Mas mataas yung risk ng Illness at Death ngayon dahil nga sa Pandemic. But despite that, hindi nagbabago yung cost of insurance with Sun Life. Super cheap padin!

2) Bagsak-presyo ang stocks. Makakabili sila ng mas maraming investment units ngayon and once bumalik na sa normal, malamang malaki na din gains ng investment fund nila!

The way I see it, this crisis is here and it's not showing any signs of slowing down. They can either get protection now or umasa nalang na walang mangyari na masama.

Nakaka-proud lang na pinili nila na protektahan yung sarili nila pati pamilya nila sa risks ng Illness at Death as early as possible. Nakakatakot kasi yung alternative (umasa) considering the current situation around the world.

So congrats to the five of you! You and your families are now 🤓

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Do you want to learn how to prepare for your future AND enjoy the present at the same time? We'd love to help you create a financial plan for ! Send us a message to schedule a quick online discussion! :)


14/07/2020

Morpheus once asked Neo to make a choice;

take a "red pill" that reveals an unpleasant truth, or a "blue pill" to remain in blissful ignorance.

Today, we ask you a similar question;

Would you choose to start preparing for the future?

Or would you keep on mindlessly spending today?

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Do you want to learn how to prepare for your future AND enjoy the present at the same time? We'd love to help you create a financial plan for ! Send us a message to schedule a quick online discussion! :)


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