The Wisdom of Finance

The Wisdom of Finance

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This page helps you to manage your finances the right way.

Without a handle on money management, you may always feel like your life is one step away from a financial cliff.

Photos from The Wisdom of Finance's post 23/09/2022

‼️𝗛𝗔𝗣𝗣𝗬 𝗖𝗟𝗜𝗘𝗡𝗧𝗦‼️

While you are doubting, my clients have started to secure their hard-earned money through our Insuravest plans.

Just wanna share that two of our valued clients in 𝑷𝑹𝑼 𝑳𝑰𝑭𝑬 𝑼𝑲 has recently achieved a great investment return. Eto yung EXPECTATION vs REALITY na MASAYA at MATUTUWA ka talaga. 😊

Big thanks to our fund manager, 𝑬𝒂𝒔𝒕𝒔𝒑𝒓𝒊𝒏𝒈 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕𝒔 for the great work! Our wealth is well managed with you. Happy to see my clients fulfill their financial goals little by little. Sobrang na-appreciate ko yung feedback nila na "bute nalang talaga Lai kumuha na ako sa iyo noon, di ko namamalayan na ilang years na pala ako nagse-save at kumikita talaga investments ko plus may guaranteed Insurance benefits pa ako". Nakakakilig diba?! ❤️🥰

𝑰 𝒉𝒐𝒑𝒆 𝒎𝒐𝒓𝒆 𝑭𝒊𝒍𝒊𝒑𝒊𝒏𝒐𝒔 𝒘𝒊𝒍𝒍 𝒃𝒆𝒄𝒐𝒎𝒆 𝒂𝒘𝒂𝒓𝒆 𝒐𝒇 𝒕𝒉𝒊𝒔 𝒂𝒏𝒅 𝒃𝒆 𝒂𝒃𝒍𝒆 𝒕𝒐 𝒎𝒂𝒙𝒊𝒎𝒊𝒛𝒆 𝒕𝒉𝒆𝒊𝒓 𝒉𝒂𝒓𝒅-𝒆𝒂𝒓𝒏𝒆𝒅 𝒎𝒐𝒏𝒆𝒚 𝒕𝒉𝒓𝒐𝒖𝒈𝒉 𝒊𝒏𝒗𝒆𝒔𝒕𝒊𝒏𝒈.

P. S. I asked permission from my clients to share these figures and they never hesitate to support me in my mission of helping people achieve their financial goals. ❤️🙏

Photos from The Wisdom of Finance's post 06/04/2022

𝗪𝗘 𝗠𝗔𝗗𝗘 𝗜𝗧 𝗧𝗢 𝗧𝗛𝗘 𝗡𝗨𝗠𝗕𝗘𝗥 𝟭 𝗦𝗣𝗢𝗧 𝗔𝗚𝗔𝗜𝗡 ‼️

𝑻𝒐 𝒂𝒍𝒍 𝒐𝒖𝒓 𝑰𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆 𝑷𝒐𝒍𝒊𝒄𝒚𝒉𝒐𝒍𝒅𝒆𝒓𝒔, we are so grateful for your support. We wouldn’t make it without you. We will continue to do better to serve you the best way we can. ❤️

𝑻𝒐 𝒂𝒍𝒍 𝒎𝒚 𝒄𝒐-𝒂𝒈𝒆𝒏𝒕𝒔, your dedication and commitment to our mission and vision are making a difference. Our community is better because you are a part of it. Thank you team. 👏

Always grateful and proud to be part of this company 😍 𝑷𝒓𝒐𝒖𝒅 𝑷𝒓𝒖 𝑳𝒊𝒇𝒆 𝑼𝑲 𝒑𝒐𝒍𝒊𝒄𝒚𝒉𝒐𝒍𝒅𝒆𝒓 𝒂𝒏𝒅 𝒂𝒈𝒆𝒏𝒕 💯. Lets continue our legacy and commitment.

Cheers!🥂

Photos from The Wisdom of Finance's post 25/01/2022

‼️𝗛𝗔𝗣𝗣𝗬 𝗖𝗟𝗜𝗘𝗡𝗧𝗦‼️

While you are doubting, my clients have started to secure their hard-earned money through our Insuravest plans.

Just wanna share some of the projected vs. actual investment fund values of my clients who started their policies a year and 3 years ago. I've been doing policy reviews for 3 years + now and eto yung EXPECTATION VS REALITY na MASAYA at MATUTUWA ka talaga. 😊

The reason behind the succesful growth of my clients' investment fund values is because of the expertise of our Fund Manager. Happy to see my clients fulfill their financial goals little by little. Sobrang na-appreciate ko yung feedback nila na "bute nalang talaga Lai kumuha na ako sa iyo noon, di ko namamalayan na ilang years na pala ako nagse-save at kumikita talaga investments ko plus may Insurance pa ako". Nakakakilig diba?! ❤️🥰

I hope more Filipinos will become aware of this and be able to maximize their hard-earned money through investing.

P. S. I asked permission from my clients to share these figures and they never hesitate to support me in my mission of helping people achieve their financial goals. ❤️🙏

20/08/2021

3 YEARS na akong

SEEN.
MUTED.
IGNORED.
UNFOLLOWED.
BLOCKED.

More often than not, our persistency is seen as “KAKULITAN“ because we keep on texting, calling or sending messages asking if you want to avail an INSURANCE with INVESTMENT policy until you're not saying NO.

Sometimes, kahit nag NO pa nga. 🥺

Part ng work namin ang maging makulit because we believe na we are offering something good. Kung nag give up ako, hindi ko sana natulungan 2 kong clients ma-process yung claims nila and na-approve yun ni PRU in just less than 2 WEEKS.

We will stay true to our mission and keep spreading Financial Literacy despite the challenges ❤


03/05/2021

𝟰 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 𝗙𝗶𝗹𝗶𝗽𝗶𝗻𝗼𝘀 𝘄𝗲𝗿𝗲 𝘂𝗻𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗱 𝗮𝘀 𝗼𝗳 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟭 𝗮𝗰𝗰𝗼𝗿𝗱𝗶𝗻𝗴 𝘁𝗼 𝗣𝗦𝗔. https://psa.gov.ph/content/employment-situation-january-2021

It must be very challenging especially for breadwinners or providers of a family.

Friends, if you know someone 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝗳𝘂𝗹𝗹-𝘁𝗶𝗺𝗲 𝗼𝗿 𝗽𝗮𝗿𝘁-𝘁𝗶𝗺𝗲 𝗰𝗮𝗿𝗲𝗲𝗿 please let them know by tagging or sharing this good news. I am pleased to help them. Sharing is caring! ❤️

Photos from The Wisdom of Finance's post 30/04/2021

It's 𝐏𝐀𝐘𝐃𝐀𝐘 again! 𝐌𝐚𝐲𝐛𝐞 𝐢𝐭'𝐬 𝐭𝐢𝐦𝐞 𝐭𝐨 𝐜𝐡𝐚𝐧𝐠𝐞 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐛𝐞𝐭𝐭𝐞𝐫? 𝐖𝐞 𝐚𝐫𝐞 𝐧𝐨𝐭 𝐠𝐞𝐭𝐭𝐢𝐧𝐠 𝐚𝐧𝐲 𝐲𝐨𝐮𝐧𝐠𝐞𝐫 𝐚𝐧𝐲𝐦𝐨𝐫𝐞. 𝐇𝐞𝐫𝐞 𝐚𝐫𝐞 𝐬𝐨𝐦𝐞 𝐭𝐢𝐩𝐬 𝐭𝐨 𝐛𝐞𝐭𝐭𝐞𝐫 𝐦𝐚𝐧𝐚𝐠𝐞 𝐨𝐮𝐫 𝐬𝐚𝐥𝐚𝐫𝐲 𝐭𝐡𝐢𝐬 𝐩𝐚𝐲𝐝𝐚𝐲.

𝐁𝐞 𝐰𝐢𝐬𝐞𝐫 𝐭𝐡𝐢𝐬 𝐭𝐢𝐦𝐞. 😊

23/04/2021
Photos from The Wisdom of Finance's post 22/03/2021

Just a quick FYI to everyone. I am an insurance agent, I just wanna share what I know to help everyone bilang tumataas naman ang numbers ng cases.

In terms of finances, what can we do to protect our income and savings against medical and hospitalization expenses that can balloon to hundreds of thousands to even millions? Lalo na sa panahon ngayon.

Check every photo.

©️Bads Ballesteros

18/03/2021

𝘛𝘩𝘦 𝘸𝘩𝘰𝘭𝘦 𝘸𝘰𝘳𝘭𝘥 𝘴𝘵𝘪𝘭𝘭 𝘴𝘶𝘧𝘧𝘦𝘳𝘴 𝘧𝘳𝘰𝘮 𝘵𝘩𝘦 𝘯𝘦𝘨𝘢𝘵𝘪𝘷𝘦 𝘰𝘶𝘵𝘤𝘰𝘮𝘦 𝘰𝘧 𝘵𝘩𝘪𝘴 𝘱𝘢𝘯𝘥𝘦𝘮𝘪𝘤. 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴𝘦𝘴 𝘢𝘯𝘥 𝘴𝘰𝘮𝘦 𝘰𝘧𝘧𝘪𝘤𝘦𝘴 𝘩𝘢𝘷𝘦 𝘤𝘭𝘰𝘴𝘦𝘥, 𝘢𝘯𝘥 𝘮𝘢𝘯𝘺 𝘱𝘦𝘰𝘱𝘭𝘦 𝘩𝘢𝘷𝘦 𝘣𝘦𝘦𝘯 𝘭𝘦𝘧𝘵 𝘫𝘰𝘣𝘭𝘦𝘴𝘴. 𝘐𝘧 𝘵𝘩𝘦𝘳𝘦'𝘴 𝘢𝘯𝘺𝘵𝘩𝘪𝘯𝘨 𝘵𝘩𝘢𝘵 𝘵𝘩𝘪𝘴 𝘴𝘪𝘵𝘶𝘢𝘵𝘪𝘰𝘯 𝘴𝘩𝘰𝘶𝘭𝘥 𝘵𝘦𝘢𝘤𝘩 𝘶𝘴, 𝘪𝘵'𝘴 𝘵𝘩𝘦 𝘪𝘮𝘱𝘰𝘳𝘵𝘢𝘯𝘤𝘦 𝘰𝘧 𝘩𝘢𝘷𝘪𝘯𝘨 𝘮𝘶𝘭𝘵𝘪𝘱𝘭𝘦 𝘴𝘰𝘶𝘳𝘤𝘦𝘴 𝘰𝘧 𝘪𝘯𝘤𝘰𝘮𝘦.

𝑰𝒇 𝒚𝒐𝒖 𝒌𝒏𝒐𝒘 𝒔𝒐𝒎𝒆𝒐𝒏𝒆 𝒘𝒉𝒐 𝒊𝒔 𝒍𝒐𝒐𝒌𝒊𝒏𝒈 𝒇𝒐𝒓 𝒂 𝒋𝒐𝒃 𝒐𝒓 𝒂𝒏𝒐𝒕𝒉𝒆𝒓 𝒔𝒐𝒖𝒓𝒄𝒆 𝒐𝒇 𝒊𝒏𝒄𝒐𝒎𝒆, 𝒔𝒉𝒂𝒓𝒆 𝒕𝒉𝒊𝒔 𝒐𝒑𝒑𝒐𝒓𝒕𝒖𝒏𝒊𝒕𝒚 𝒂𝒏𝒅 𝒘𝒆 𝒘𝒐𝒖𝒍𝒅 𝒃𝒆 𝒈𝒍𝒂𝒅 𝒕𝒐 𝒉𝒆𝒍𝒑 𝒉𝒊𝒎 / 𝒉𝒆𝒓. ❤️

Photos from The Wisdom of Finance's post 15/01/2021

𝗨𝗦𝗔𝗣𝗔𝗡𝗚 𝗜𝗡𝗙𝗟𝗔𝗧𝗜𝗢𝗡 ‼️

14/01/2021

"𝘞𝘩𝘪𝘭𝘦 𝘵𝘩𝘦 𝘧𝘶𝘵𝘶𝘳𝘦 𝘪𝘴 𝘶𝘯𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘢𝘯𝘥 𝘮𝘶𝘤𝘩 𝘰𝘧 𝘪𝘵 𝘪𝘴 𝘣𝘦𝘺𝘰𝘯𝘥 𝘰𝘶𝘳 𝘤𝘰𝘯𝘵𝘳𝘰𝘭, 𝘸𝘦 𝘤𝘢𝘯 𝘤𝘰𝘯𝘵𝘳𝘰𝘭 𝘮𝘢𝘯𝘺 𝘢𝘴𝘱𝘦𝘤𝘵𝘴 𝘰𝘧 𝘪𝘵. 𝘞𝘦 𝘤𝘩𝘰𝘰𝘴𝘦 𝘰𝘶𝘳 𝘧𝘶𝘵𝘶𝘳𝘦: 𝘸𝘦 𝘤𝘳𝘦𝘢𝘵𝘦 𝘪𝘵 𝘣𝘺 𝘸𝘩𝘢𝘵 𝘸𝘦 𝘥𝘰 𝘰𝘳 𝘧𝘢𝘪𝘭 𝘵𝘰 𝘥𝘰." - 𝑭𝒖𝒕𝒖𝒓𝒊𝒔𝒕 𝑾𝒆𝒏𝒅𝒚 𝑺𝒄𝒉𝒖𝒍𝒕𝒛

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