Ronnel de Ocampo, Your Wealth Planner

21/10/2023

https://news.abs-cbn.com/business/10/17/23/bdo-bpi-advise-clients-to-install-new-mobile-apps?fbclid=IwAR3UiTyXAAhHN-IjgfdBhOePsmlX0z115s5kmTKdZ6HB8zDEdJdYI0sDpWU

Two of the country's largest banks have advised clients to install their new mobile banking apps as the older apps will soon stop working.

11/10/2023

Mas madali ng mabuo ang barya

29/08/2023

A bit of good news...

The stock market is expected to recover in the second half, driven by cooling inflation, economic growth and easing interest rates.

23/08/2023

FINANCIAL VALUES now accessible on Pulse! Managing your plans become easer.

Kindly download Pulse using the link below

iOS:
https://apps.apple.com/ph/app/we-do-pulse/id1498404821

For Android:
https://play.google.com/store/apps/details?id=com.prudential.pulse.onepulse

05/08/2022

We need to be wise in handling our money. Don't let inflation eat up the value of your money.

https://www.facebook.com/116724526976/posts/10161128858876977/

BREAKING: Inflation or the rate of increase in consumer goods and services accelerated to 6.4% in July, faster than the 6.1% in June. | via Ted Cordero, GMA News Online

Year-to-date inflation stood at 4.7%, within the government’s ceiling of 4.5% to 5.5% for the entire year.

READ: https://www.gmanetwork.com/news/money/economy/840548/inflation-accelerates-to-fresh-3-year-high-of-6-4-in-july/story/

12/05/2022

Got a call from a client.

Client: Ronnel, may election result anxiety ako! Nagwoworry ako sa future ko. Papaano yon retirement fund ko. Paano yon FV ng Pru Life plans ko?

Me: Relax ka lang. You are still paying your plans. Meaning you are buying low.

Client: Ano ibig sabihin noon.

Me: Para may "Sale" sa Mall at bumibi ka tapos bebenta mo ng regular price.

Client: Gets.

Me: On top of that nasa big Pharma company at maganda position mo. Yon products ng company mo, anuman ang economic outlook, steady pa rin ang demand. In short, nothing to worry.

Client: Ikaw talaga kailangan kong kausap.

Me: Actually, big opportunity ito sa iyo. May silver lining ang lahat ng situation. We just need to find it.

Client: Salamat! Ok na ako.


#-PRUtectandinvest

25/04/2022

https://www.facebook.com/100044561044041/posts/530864671742230/

If you are borrowing money to grow your business, then that’s good debt. If you are borrowing just to keep up with your neighbors or siblings, then that’s a bad one.

01/04/2022

https://www.facebook.com/100044561044041/posts/515445226617508/

Save Diligently!

Saving is making provisions for tomorrow. The most effective way to save is to do it every time you receive income. Save for both long-term and short-term needs. Long-term savings are intended to fund long-term needs such as retirement or for the college education of your kids. Short-term savings should be in an account that is easily accessible for your usual monthly expenses as well as your emergency funds.

“Precious treasure and oil are in a wise man’s dwelling, but a foolish man devours it.” (Proverbs 21:20, ESV)

14/03/2022

https://m.facebook.com/story.php?story_fbid=503603721134992&id=100044561044041

05/03/2022

Full tank nyo na...