24/10/2026
FROM TIME DEPOSIT TO ₱100K+ IN PAYOUTS! 👀💸
Let me share one of my favorite client stories! 🧡
Last 2025, my client was looking for a way to make better use of her extra funds.
She already had money set aside, but she wanted something more than what her traditional time deposit could offer.
During our financial planning session, we explored an option that could give her three things:
💸 Potential quarterly payouts that she could enjoy or reinvest.
🌎 Global investment exposure with opportunities for capital growth.
🧡 Life insurance protection and potential tax advantages, something her regular time deposit didn’t provide.
So instead of keeping all her money in time deposits, she decided to diversify a portion into FWD’s Global Nitro Fund through an insurance plan.
Fast forward to 2026, here’s her investment update! 🥳
💰 Fund Value: ₱2,282,026
📈 Increase in Fund Value: ₱282,026
💸 Four quarterly payouts received, totaling approximately ₱100,000!
Her latest payout alone was ₱28,481.43!
And this is exactly why I always encourage my clients to explore their options.
Hindi naman masama ang time deposit. In fact, it has its own purpose, especially for money you want to keep relatively safe.
But if you have extra funds that you won’t need anytime soon, there may be other ways to diversify your money while enjoying additional benefits.
Because financial planning isn’t about putting all your money in one place. It’s about knowing where each peso can work best for you. 🧡
Have extra funds sitting in savings or time deposits?
Let’s check if this kind of strategy fits your goals and risk appetite.
Message your Auntie Cath! ☕🧡