Verge Wealth Planners

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Verge Wealth Planners, Financial Consultant, Makati.

We are a team of Financial Advisors from AIA Philippines (formerly Philam Life) and MediCard, helping Filipinos secure their health, protect their future, and grow their wealth through smart financial planning, life insurance, and HMO solutions.

29/08/2026

Usapang Gen Z & Millennial
Episode 27 | Part 1
“The Things We Should Stop Normalizing in Adult Life”

#1: Living Paycheck to Paycheck Without Trying to Change Anything

Living paycheck to paycheck may be common—but it doesn’t have to be permanent.

Denise and Christine talk about why it helps to grow your skills, income, savings, or explore additional income sources while responsibilities are still manageable.

Not because we need to hustle nonstop, but because financial growth gives us more options when life changes.

28/08/2026

Usapang Gen Z & Millennial
Episode 26 | Part 2
“What Are You Willing to Spend More On—and Save On?”

Part 2: What We’re Willing to Save On

Being intentional with money isn’t only about knowing where to spend more.

It’s also knowing where you don’t need to.

In this episode, Denise and Christine share the things they’re willing to save on—from clothes and gadgets to everyday purchases, subscriptions, and things bought simply to impress others.

Our priorities can be completely different, even within the same generation.

Because at the end of the day, personal finance is personal.

Spend according to what you value—not what everyone else values.

28/08/2026

A critical illness can change life in an instant. In moments like these, having the right support can make all the difference.

In 2025, paid ₱1.4 billion in Critical Illness Claims, helping customers focus on what matters most: their treatment, recovery, and loved ones.

28/08/2026

Kapag na-confine, hindi lang naman ang sakit ang iniisip—pati kung magkano ang aabutin ng hospital bill.

Having an HMO is a good start, but for bigger medical expenses, having additional protection can make a big difference.

With AIA Max Protect – Medical, you can get:

✅ Medical benefits of up to ₱750,000 per year (for Plan A)
✅ MediCard co-pay system where MediCard may shoulder up to 90% of eligible hospital bills, subject to terms and conditions
✅ Up to ₱3.75M lifetime benefit limit
✅ ₱200,000 life insurance coverage
✅ Coverage for hospitalization, critical care, surgery, emergency care, and more
✅ Renewable up to age 80

Healthcare costs can be unpredictable. The goal is to have enough protection in place so that when something happens, you can focus more on getting better and less on the financial burden.

Want to know how the plan works and if it fits your needs and budget? PM me. 📩

28/08/2026

27/08/2026

Usapang Gen Z & Millennial
Episode 26 | Part 1
“What Are You Willing to Spend More On—and Save On?”

Part 1: What We’re Willing to Spend More On

Being financially responsible doesn’t mean choosing the cheapest option all the time.

Sometimes, paying more for better quality, convenience, experiences, health, or personal growth can be worth it.

In this episode, Denise and Christine share the areas where they’re willing to spend more—and why.

Because good money management isn’t simply about spending less.

It’s about spending intentionally on what you truly value.

What are you willing to spend more on?