My Financial Goals

We are looking for managers and financial advisors...
Part time / full time
Please contact us

What do you want to know about personal finance?
Retirement planning ?investments?
income protection?

Selected stock : Meralco (MER)

Sell near 375 & 380.

Please see support as buying areas.

Trade at your own risk.

✨ Learning More About the Man Behind My Financial Goals Ph: Ramir L. ✨

PE Index performance

Jan 2003 to Oct 2007- market up by 255% (Gain)
Global Financial Crisis
Oct 2007 (Peak) to Jan 2009 - market down by 51.44%
Jan 2009 – April 2013 - market up by 287.43%
Health Crisis (Covid 19 pandemic)
July 2019 (peak) – March 2020 bottom – market down by 34%
March 2020 (bottom) to Jan 2022 (peak) - Market up 38.33%
Market is down due Ukraine war, high oil price, MSCI rebalancing etc…
If you had invested in Jan 2003, as of today May 16, 2022- index {rose from 1056.69 points to 6502 points (today)} you should have gained 515% in 19 years.
Note: Figures might vary slightly

You can start investing in our Index Mutual Funds as low as 1,000.
If you invest in Index fund, you are automatically own the 30 stocks like Ayala Corp, SM, Jollibee, etc...

Please feel free to contact us 0917 817 8328.

Stock Market

Is investing in the stock market risky?

Look how Jollibee performed in 21 in years .In 2003, Jollibee was only at 13.50 pesos, it went up as high as 317 pesos in 2019.
As of April 22 ,2022 price was at 219.80. It gained 1528% in 21 year and 3 months.

What stock will be the next" Jollibee?"

Have you heard?
We're expanding our team and we're looking for Financial Advisors (Full Time or Part Time)

If you're interested or you know someone who might be interested, send us a message or email us at: [email protected]

Have you heard?
We're expanding our team and we're looking for Financial Advisors (Full Time or Part Time)

If you're interested or you know someone who is interested send us a message or email us at: [Email address hidden]

Feeling anxious thinking about the future?
No need, you can always prepare for these events.

Interested in planning for your future?
We can help you plan ahead.
Income Protection- Retirement - Investments.
Please feel free to message us.

Are you in your late 20s and thinking about your future?
Asking questions like is it possible to have 5M PHP by the age of 65?

In tonight’s post, we’ll give you a scenario where you can potentially have 5M PHP worth of funds by the age of 65 and we’ll guide you on what financial instrument to use.

Read through our post to learn more!