Dianne Perez - Licensed Financial Advisor

Dianne Perez - Licensed Financial Advisor

Share

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Dianne Perez - Licensed Financial Advisor, Financial Consultant, Mandaluyong.

13/12/2023

Care
Miracle
Breakthrough
Power

ctto

Photos from Dianne Perez - Licensed Financial Advisor's post 08/12/2023

I remember a client once asked me: Mam trusted po ba ang Sunlife?

Sabi ko nalang: Ma'am Social Security System (SSS) has entrusted the country's retirement fund into Sun Life Mutual Fund. It's up to you if mag doubt ka po.

Then I showed her this news and she googled it and said:

Okay I'll take your offer, where do I sign? ๐Ÿ˜‰
-mabilis naman pala kausap si ma'am. ๐Ÿ˜Š๐Ÿ˜Š๐Ÿ˜Š

Sunlife of Canada Phils., Inc. has been in service to the Filipinos for more than 128 years, providing lifetime financial security and has improved the lives of countless families nationwide. This is the so called TRUST.

Kung ang pinagkakatiwalaang SSS na pang pension ay nag INVEST kay Sunlife tayo pa kaya?.. ๐Ÿ˜Š

Naunahan ka pa ng SSS kesa sa takot mo magsara ang company ๐Ÿค”

Choose Sun Life๐ŸŒž

Message me for Free Financial Planning schedule๐Ÿฅฐ




ctto

07/12/2023

๐’๐“๐€๐‘๐“ ๐“๐Ž๐ƒ๐€๐˜ ๐ŸŒž๐ŸŒž๐ŸŒž

๐Œ๐ข๐ฅ๐ฅ๐ž๐ง๐ข๐š๐ฅ๐ฌ, ๐†๐ž๐ง ๐™'๐ฌ, ๐š๐ง๐ฎ ๐ฉ๐š๐ง๐  ๐†๐ž๐ง๐ž๐ซ๐š๐ญ๐ข๐จ๐ง ๐ค๐š ๐ฉ๐š๐ฌ๐จ๐ค ๐ค๐š ๐๐ข๐ญ๐จ !

๐€๐ฅ๐ฐ๐š๐ฒ๐ฌ ๐ซ๐ž๐ฆ๐ž๐ฆ๐›๐ž๐ซ ๐ญ๐ก๐ข๐ฌ ๐Ÿ‘‡

๐๐ฎ๐ญ ๐ฒ๐จ๐ฎ๐ซ ๐ฆ๐จ๐ง๐ž๐ฒ ๐ค๐ฎ๐ง๐  ๐ฌ๐š๐š๐ง ๐ฆ๐š๐ฒ ๐ข๐›๐ข๐›๐ข๐ ๐š๐ฒ ๐ง๐š ๐ฏ๐š๐ฅ๐ฎ๐ž ๐ฌ๐š๐ฒ๐จ ๐ฌ๐š ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž.

Pwede ka naman mag-start muna sa mababa โ€ผ๏ธ

22 pesos per day or 650 monthly
27 pesos per day or 800 monthly
50 pesos per day or 1500 monthly

It doesn't matter kung nag start sa mababa ang importante nakapag simula ka, di mo masasabi ang pwede mangyari bukas kaya maganda ng may nasimulan. Mas okay na yung handa. ๐Ÿ’›

Message me for free quotation. ๐Ÿ“ฉ

06/12/2023

Hindi nakakatuwa.

๐Ÿ˜‚๐Ÿ˜‚๐Ÿ˜‚

Ang smooth mars.. ๐Ÿ™Œ

06/12/2023

๐™‰๐˜ผ๐™๐˜ผ๐™‰๐™‚๐™‚๐˜ผ๐™‹ ๐™ˆ๐™Š ๐™‰๐˜ผ ๐˜ฝ๐˜ผ ๐˜ผ๐™‰๐™‚ 13๐™๐™ƒ ๐™ˆ๐™Š๐™‰๐™๐™ƒ ๐™‹๐˜ผ๐™” ๐™ˆ๐™Š?

Here are the things that you can do to maximize your hard-earned money.

1๏ธโƒฃ Save at least 20% for your emergency fund. You know, weโ€™ll never know. ๐Ÿฅ

2๏ธโƒฃ Pay your existing debts. The longer you pay off your debts, the greater the interest will be. โ›“

3๏ธโƒฃ Start at least an indirect investment. There are a lot of fund managers out there who can help you start. Like me. ๐Ÿ“ˆ

4๏ธโƒฃ Get an insurance. Set aside a little for your long-term wealth protection. Remember, itโ€™s better to get an insurance 10 years earlier than 10 minutes too late. ๐Ÿ›ก

5๏ธโƒฃ Reward yourself / family. BUT DONโ€™T BE TOO OVERWHELMED. Spend 10% as a reward. You deserve it! ๐Ÿ†

6๏ธโƒฃ Save for Noche Buena. Thereโ€™s no greater joy than having a decent meal on Christmas day with your family or love ones. ๐ŸŽ„

7๏ธโƒฃ 10% for tithes. 100% of your income is a blessing from up above. Giving back a portion wonโ€™t hurt. โ›ช๏ธ

8๏ธโƒฃ Invest in yourself. Buy books or tools that could improve your mind, skills, or well being. ๐Ÿง˜โ€โ™€๏ธ

Laban mga mare at pare! Enjoy your hard-earned money but be responsible. ๐Ÿง 

Advance Happy Holidays! ๐ŸŽ„

ctto

05/12/2023

Ms. Bea Alonzo on the importance of financial freedom and success:

โ€œI think, yun yung anoโ€ฆ financially, yun yung measure of success ko. Pero yung I think true measure of success is being happy and not worrying about the future.โ€

โ€˜TRUE FINANCIAL FREEDOM IS IF YOU CAN GO TO ITALY FOR A MONTH AND NOT WORRYโ€™

Ito ang ibinahagi ng aktres na si Bea Alonzo makaraang matanong sa kanila ni Ivana Alawi ang question na "What is success for you?" sa Q and A vlog nito sa YouTube.

โ€œWhat is success for you?โ€ tanong ni Mona kina Bea at Ivana.

โ€œAko, success is being contented and happy,โ€ wika ni Ivana.

โ€œThatโ€™s true. Kasi iba-iba how do you measure success, for other people, itโ€™s the money, for other people itโ€™s financial freedom, for other people naman parang love around you, โ€™di ba, yun yung measure of success eh,โ€ saad naman ni Bea.

โ€œFor me, yung measure ko ng success, is unang-una syempre financially stable, I mean, letโ€™s be realistic. Yung financial stability na nakakakuha ka ng calm, yung hindi ka kinakabahan kapag may credit card bills ka every month,โ€ pagpapatuloy pa nito.

โ€œYung tipong, hindi ko kailangan bumili ng mga magarbong bagay, like designer clothes or cars. True financial freedom is if you can go to Italy for a month, and not worry. Magkakape ka lang for four hours and not worry about if you can pay the bills,โ€ dagdag pa ng aktres.

โ€œI think, yun yung anoโ€ฆ financially, yun yung measure of success ko. Pero yung I think true measure of success is being happy and not worrying about the future,โ€ pahayag pa ni Bea. (YouTube/Ivana Alawi)

04/12/2023

Luhh.. nakatalikod na. ๐Ÿ˜‚

04/12/2023

Ano man ang life stage mo โ€” dapat may plano para sa sarili, sa partner, at sa pamilya mo! ๐Ÿ’›

Photos from Dianne Perez - Licensed Financial Advisor's post 03/12/2023

โœจOnline Financial Planning Seshโœจ

โ€œItโ€™s not about how much life insurance you need, but how much your family needs if youโ€™re not there.โ€ -Anon.

Had FP Sesh with these 5 wise people..
- A Virtual Assistant and a Breadwinner from Candelaria
- A Couple (OFW/Engineer and his housewife) with 1 kid from Batangas
- A Government Employee and a father from Mandaluyong
- A Supervisor Breadwinner from Laguna

I want to congratulate these incredible people for taking the first step towards financial freedom. They understand the value of having insurance and theyโ€™ve decided to end the year financially protected and insured. ๐Ÿ”†
Below were the topics weโ€™ve talked about.
โœ… Financial Security.
โœ… Health Insurance
โœ… College Fund.
โœ… Business Continuity Plan.
โœ… Whole Familyโ€™s Health and Income Protection.

โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”
Message me for Free Online Financial Planning Session so I can share with you the effective money management strategies.

๐Ÿ‘ฉโ€๐Ÿ’ปDianne Sibal | Licensed Financial Advisor
๐Ÿ“ฑ0908-866-0107
๐Ÿ“ฉ [email protected]
๐Ÿ”† Sun Life of Canada (Philippines) Inc.
๐Ÿ‘‰ or chat me on my personal FB at
https://www.facebook.com/gandiannee

Photos from Dianne Perez - Licensed Financial Advisor's post 03/12/2023

HAPPY PARENTSโ€™ DAY!! โค๏ธโค๏ธโค๏ธ

โ€œWhen youโ€™re in a position to have gotten so much, the gift at this point is giving back.โ€ -P.S.

A Love Insurance is a great gift idea for your parent/s in celebration of Parentsโ€™ Day X Christmas. ๐ŸŽ๐Ÿ’
Theyโ€™ve sacrificed and dedicated their lives to us, and now itโ€™s time to give back!

Leave me a message and insure your parents today with you as the beneficiary.

03/12/2023

1st Sunday of December ๐Ÿ˜‡

May this Sunday be filled with blessings and prayers that bring you peace and happiness.. ๐Ÿซถ๐Ÿซถ

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

Click here to claim your Sponsored Listing.

Location

Culinary Team

Attire

Website

Address


Mandaluyong
1550