Financial Literacy and more

09/02/2023

SANA OL - a favorite expression of Pinoys but really connotes an intense desire for something better...a life much brighter.
"Sana OL may malaking sweldo and income"
"Sana OL nakakatravel with loved ones"
"Sana OL may sariling house and lot and dream car"
"Sana OL happy and fulfilled sa careers nila"
"Sana OL may flexible time para sa family"
"Sana OL working from home lang pero kumikita ng malaki...and a lot lot more...

So before the love month ends, we invite you to a Special Forum for Aspiring Financial Advisors. We are looking for people who aspire for change, flexibility, income, living out their purpose and those who want to address their "Sana OLs" in life. Let us walk you through what we do...because it's true "Sana OL can live brighter..." and that includes YOU.

So see you at our forum February 25, Saturday, 230pm-4pm via Zoom. Registration is FREE. Direct message us with:
Your full name, email address, and contact number to reserve your slot.

21/09/2022

05/09/2022

It's never too early to start educating your children about money matters. But where and how do you start? Join us in our "Parenting 101: Teaching Kids About Money" webinar to find out!

Our guest speakers Clarissa de la Paz and Monique Carlos, the creators of Saffi Squirrel financial books for kids, as well as Darelle Yu Tian-Tiu, a financial advisor and mom of two, will share practical tips on how you can raise children to be money smart.

Registration is FREE but slots are limited so sign up today! https://bit.ly/teachingkidsSLF

02/09/2022

Depending on your source of income, this can be a good or bad news for you.

Either way, make sure you make your money work harder for you thru investing. Let us help.



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The peso closes at its weakest since October 2004, while the PSE index returns to the 6,600 level.

Related: bit.ly/3wMh3fa

31/08/2022

Let us help you build, protect, and transfer your legacy.

How do you transfer your business and make it fair? What will inspire your family to continue your legacy?

Remember, “the love of making money is what motivates us to succeed, but the love of family is what makes everything that we do worthwhile.”

Family governance and life insurance are tools that can help with the succession plan of a family business.

Build a succession plan with the help of a Sun Life Bamboo Advisor. Send us a DM and let's get started!

30/08/2022

Gentle investing reminder this , diversify your investments.

29/08/2022

25/08/2022

Let us help.

Do you realize that parents only have 18 summers with their children? We need to make the most of that time… creating memories, instilling values, and preparing for their college education.

We help parents figure out their magic numbers, how much it would take to send their children to the best university and how they can save and prepare for it.

Prepare for your children's education with a Bamboo Financial Advisor today. Send us a message and let's figure out your magic number.

24/08/2022

Magandang umaga! Bangon ng muli para sa iyong mga pangarap at mahal sa buhay.

Para kanino ka bumabangon? Para sa katuparan ng pangarap ng mga mahal mo sa buhay? Sa pagtataguyod ng ating kabuhayan, huwag natin kaligtaan… may mga bagay na hindi natin inaasahan at kailangan paghandaan.

Ito ang nagagawa ng life insurance. Masasabi natin sa pamilya na “huwag silang mag-alala. Patuloy lang silang mangarap. Nakahanda ang pera.”

Tutulungan ka naming bigyan ng magandang kinabukasan ang inyong mga anak.

11/08/2022

PM us for a personal financial planning.

24/06/2022

📍Health webinar alert 📣
Happening this afternoon. Register now.

https://sunlife.zoom.us/webinar/register/WN_Si90jojLQkOxR0iQl0Oxdg

23/06/2022

OFW ka ba? Kailan mo balak umuwi? Let us help you make that happen.

Imagine the life of a family with members miles away from each other– the father is in singapore, mother is in UK and daughter is left in the philippines. Fo...