The Smart Investor

The Smart Investor

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Our goal is to help every filipinos manage their finances by giving them tips that are suitable to their financial status.

Send us a message for FREE Financial Planning.

Photos from The Smart Investor's post 05/11/2022

โœจ๐—œ๐—ก๐—ฆ๐—จ๐—ฅ๐—”๐—ฉ๐—˜๐—ฆ๐—ง ๐—˜๐—Ÿ๐—œ๐—ง๐—˜ ๐—ฆ๐—˜๐—ฅ๐—œ๐—˜๐—ฆโœจ

What financial goals are you targetting in the next 5 to 15 years?

Retirement? ๐Ÿ‘ต๐Ÿป๐Ÿง“๐Ÿป
College Funding for your kids? ๐Ÿซ๐ŸŽ“
Start-up Business?๐Ÿ‘จโ€๐Ÿ’ผ๐Ÿ’ฐ
House and Lot/Car? ๐Ÿ˜/๐Ÿš—

Achieve your goals with ๐—œ๐—ก๐—ฆ๐—จ๐—ฅ๐—”๐—ฉ๐—˜๐—ฆ๐—ง Elite Plans! ๐Ÿคฉ

These are investment-focused plans with protection benefits.

You may use the investment funds for their intended financial purpose and at the same time, you are Insured. ๐Ÿ›ก

Get a free ๐—œ๐—ก๐—ฆ๐—จ๐—ฅ๐—”๐—ฉ๐—˜๐—ฆ๐—ง quote based on your age and your preferred amount of coverage!

PM me./ask for INSURAVEST quote TODAY!!! ๐Ÿคฉ

*๐˜๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ข๐˜ท๐˜ฆ๐˜ด๐˜ต ๐˜ช๐˜ด ๐˜ข๐˜ฏ ๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ช๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜ฑ๐˜ญ๐˜ข๐˜ฏ



Photos from The Smart Investor's post 13/09/2022

Insured si Daddy, Mommy + Kids = Peace of Mind

30/08/2022

PAYDAY na bukas! ๐Ÿค‘

Anong balak mo sa sweldo mo? ๐Ÿค”

PAY DAY TIPS AND HACKS:

1. Remember : 10-20-70 Principle

10% Tithes
20% Savings
70% Needs and wants

2. Make saving a priority.
3. Give up unnecessary luxuries.
4. Dont fall for short-term loan with high interests.
5. Pay off debts.

If nahihirapan ka mag-start magsave, message ka lang for a free financial planning. ๐Ÿ˜‰

Credits to The Extra Mile

Photos from The Smart Investor's post 23/08/2022

Years of providing financial security.
Millions of policyholders worldwide.
Always Listening. Always Understanding.

SINCE 1848!

๐Ÿ‡ฌ๐Ÿ‡ง

18/08/2022

๐—–๐—ฅ๐—œ๐—ง๐—œ๐—–๐—”๐—Ÿ ๐—œ๐—Ÿ๐—Ÿ๐—ก๐—˜๐—ฆ๐—ฆ๐—˜๐—ฆ ๐—”๐—ฅ๐—˜ ๐—ก๐—ข๐—ง ๐—–๐—›๐—˜๐—”๐—ฃ!

Here's the actual cost of ๐™๐™Š๐™‹ 5 ๐˜พ๐™ง๐™ž๐™ฉ๐™ž๐™˜๐™–๐™ก ๐™„๐™ก๐™ก๐™ฃ๐™š๐™จ๐™จ ๐™ž๐™ฃ ๐™ฉ๐™๐™š ๐™‹๐™๐™ž๐™ก๐™ž๐™ฅ๐™ฅ๐™ž๐™ฃ๐™š๐™จ.

Top 5 pa lang po ang nakalagay dyan wala pa yung iba, hindi pa nakalagay yung COVID ๐Ÿคญ. This is an awareness, the reality kung gaano kalaki yung cost na pwedeng gastusin ng PILIPINO para sa isang critical illness dito sa Pilipinas.

May ๐™ƒ๐™ˆ๐™Š? good for you, but that's not enough to cover yung buong expenses.
May ๐™‹๐™๐™ž๐™ก๐™๐™š๐™–๐™ฉ๐™? di pa din enough yung discount to be honest.
May ๐™Ž๐™–๐™ซ๐™ž๐™ฃ๐™œ๐™จ? pwedeng maubos sa isang critical illness lang limas ang lahat ng inipon, baka pati own property mo mabenta pa.

Have you talked to a LICENSED FINANCIAL ADVISOR? I believe makakatulong sila para maprevent yung mga cost damage na pwedeng mangyari in the future by ๐™ฅ๐™ง๐™ค๐™ฉ๐™š๐™˜๐™ฉ๐™ž๐™ฃ๐™œ ๐™ฎ๐™ค๐™ช๐™ง ๐™ข๐™ค๐™จ๐™ฉ ๐™ž๐™ข๐™ฅ๐™ค๐™ง๐™ฉ๐™–๐™ฃ๐™ฉ ๐™–๐™จ๐™จ๐™š๐™ฉ, ๐˜ผ๐™‰๐˜ฟ ๐™๐™ƒ๐˜ผ๐™'๐™Ž ๐™”๐™Š๐™.

๐— ๐—”๐—›๐—”๐—Ÿ ๐—”๐—ก๐—š ๐— ๐—”๐—š๐—ž๐—”๐—ฆ๐—”๐—ž๐—œ๐—ง.
Be ๐—ฃ๐—ฅ๐—จ๐—ง๐—˜๐—–๐—ง๐—˜๐——, get your ๐—Ÿ๐—œ๐—™๐—˜ ๐—œ๐—ก๐—ฆ๐—จ๐—ฅ๐—”๐—ก๐—–๐—˜ ๐—ป๐—ผ๐˜„.

Let me know if you have questions. โค๏ธ

16/08/2022

When is the right time to get insurance? ๐Ÿค”โ€‹
โ€‹
๐Ÿ…ฐ๏ธ When you have dependents such as your own child? โ€‹
โ€‹
You probably know that having a kid is really expensive. From raising a baby until they're even 5 and start schooling. โ€‹
โ€‹
๐Ÿ…ฑ๏ธ Maybe next year when your financial status gets better? โ€‹
โ€‹
The truth is, we never really know what happens tomorrow.โ€‹
โ€‹
Our advice? Talk to a financial advisor today. Someone you can trust and who plays an important role in securing your present and future.
โ€‹
Let's talk about your goals and your current financial status to help you assess when is the best time for you to get insured.โ€‹
โ€‹
And also, do it while you're younger, healthy, and have fewer financial responsibilities.

Credits to The Extra Mile

15/08/2022

The smallest decisions can give you big results. Thanks to all my clients for the trust.

To those who are looking for a financial advisor, just pm me and we'll change your Financial Health.

11/08/2022

Friends, alam niyo ba na habang tumatanda tayo ay lalong nagmamahal ang insurance? ๐Ÿ˜ฑ

Bakitโ“

Dahil isa sa mga factors sa paggawa ng insurance policy ay ang edad. The older you get, the higher insurance premium is ๐Ÿฅบ

3 facts about life insurance:

1๏ธโƒฃ Mas mahal ang life insurance habang tumatanda tayo.

2๏ธโƒฃ Hindi lahat ng tao insurable. Meaning hindi lahat pwedeng kumuha ng insurance.

3๏ธโƒฃ Pinaka-magandang kumuha ng life insurance ay habang hindi natin ito kailangan. Dahil baka pag kailangan na natin, hindi na pwede.

Tara, tulungan kitang planuhin ang retirement mo๐Ÿ˜Š

10/08/2022

Congratulations to our business owner for this achievement! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰๐ŸŽŠ๐ŸŽŠ๐ŸŽŠ

10/08/2022

I would like to congratulate Ate Bheng Castillo ! You are now officially part of PruLife UK. Thank you for the trust. TEAM KAIZEN!!!! ๐ŸŽ‰


08/08/2022

Why do I need Insurance?

This is a question worth asking yourself.

04/08/2022

You will shine one day! Trust the process ๐Ÿ˜‰

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