AAFP Philippines

This question was raised in one of the many seminars I've conducted just recently. Though I already posted a general procedure on how to open a mutual fund account in the Philippines, this one will equip you with the necessary details in case you want to open a Mutual Fund ... Read More

Saw this on Yahoo news (30 Financial Knowledge Women Should Know by age 30 - link here) and kinda got interested. It's just that more or less, it is not applicable to the Pinoy Culture / setting. So I went on and edited it a bit to fit to our ... Read More

Just an update on what's happening on this blog - Financial Planning Philippines. Below are my recent undertakings in line with my advocacy to spread financial awareness / financial literacy and to serve my clients better. Sun Life Policy Holders Facebook Group - in order to keep my clients abreast with ... Read More

Let me first give a BIG THANKS to all those people who were able to remember the date and greeted me yesterday - I truly appreciate it . You know who you are - either thru FB or text. (emo moments, hehe). Before any violent reaction, let me tell you the ... Read More

Read this story over FB. I kinda mentioned it to one of my colleagues and he said that was a clever reply from a CEO. The story was good, so I thought of sharing it here since it is somewhat finance related. I'm not sure if it's real or not but what ... Read More

We're again bringing the "Basic Financial Planning Seminar - Steps to Financial Security" this Sunday April 22, 2012 in Makati City. We've found a partner in the form of LinxProvi8, Inc. They actually offer tutorials and short courses and they have a venue. So we thought why not. Aside from that, ... Read More

My grandfather died last holy week at the age of 84. Well, he's actually the brother of my real grandfather but since my mother grew up with them, he was like really my grandfather. Don't get me wrong but this has nothing to do with his death nor his estate. It's ... Read More

Ever wondered why Sylvester Stallone have this blurry speech? I never cared until recently when I made a search on his biography. Let me tell you why. Last Good Friday, we (Jacob and Aileen) were in Bulacan at my parent's house. I was looking at my Conie's (my sister) movie collection ... Read More

I was reading Yahoo News and 1 article caught my attention-  'How to Handle awkward money situations'. The article gave some tips and pointers on how you can escape awkward money conversations and situations. I actually got some of the things I actually experienced in the past as well as learning ... Read More

We've been receiving a number of emails asking when will be the next FREE Financial Planning Seminar is. I wonder if it's the seminar or is it the 'FREE' that's been attracting them. Or maybe it's the speaker, hahaha (just kidding). Since I'm a positive thinker, I'd like to think ... Read More