STEPH - Your Gen Z Financial Advisor

06/09/2023

Exciting news!

We have recently been added to Financial1000, a trusted platform connecting individuals with a wide range of businesses and professionals in the financial sector.

Visit our profile on Financial1000 to explore our services and stay updated with our latest news: https://www.financial1000.com/PH/Santa-Rosa/103539626004035/STEPH---Your-Gen-Z-Financial-Advisor

06/09/2023

If you are your children’s one and only, having life insurance is even more critical. It’s a financial safety net that can help alleviate some of the worries of the unknown.

06/09/2023

BASAHIN: Tagos sa puso ang Facebook post ng isang netizen patungkol sa ‘adulting’ at sa kanyang mga magulang.

”Habang tinitingnan ko kanina sa jeep yung aking wallet habang binabudget yung natitira kong pera, I just realized how truly difficult this whole adulting phase of our lives is. Napakahirap.

"Sesweldo. Magbabayad ng bills. Insurance. Pagkain. Bigay sa gamot. Renta. Hanggang sa petsa de peligro ulit. Paulit ulit.

"Naiyak nalang ako pero at the same time, natanong ko sarili ko, "Paano nagawa nila Mama at Papa magbudget dati? Tatlong anak tapos sideline sideline lang, walang formal na trabaho. Di nakapagtapos ng kolehiyo.

"While we were growing up, our parents were doing miracles to give the best life they think we deserve; the best life in their best efforts.

"Friendly reminder: Isama mo ang mga magulang mo sa mga pangarap mo. Dahil ikaw at ang tagumpay mo ang pangarap nila.

Kaya natin 'to. Uusad rin tayo,” anang netizen.

06/09/2023

The most wonderful time is here! 🌟

But before we get excited, SunSon is here to remind you to save before holiday shopping to avoid budget shock.

READ MORE tips to become a smart shopper this yuletide season ➡ https://sunlife.co/tips-to-avoid-budget-shock

28/05/2023

28/05/2023

It's payday! Want to start saving money?

The phrase ‘pay yourself first’ is one of the most helpful personal finance tips ever. Your budget will let you know how much you can set aside on a regular basis and when you know the amount, set it aside regularly.

A 20- to 30-percent savings rate is an ideal target. Yo

28/05/2023

Every opportunity, whether it becomes a failure or a success, leads you closer to the brighter future you deserve. Don't be afraid to take it! 💛

02/05/2023

💛 SUN SMARTER LIFE ELITE PESO 10 💛

Ito ang insurance plan na para kang may apartment. At yung tipong hindi ka pa tapos maghulog, may balik pera na agad!

A life insurance plan with a guaranteed cash back and is one of the best products of Sun Life!

Ito ang plan mo na ZERO RISK 💛

Magbibigay si Sun Life ng 8% GUARANTEED Cash Benefit at the end of the 6th year of your policy, and every 2 years until age 100 😍

Sun Smarter Life Elite 10 Summary:
✅ Double ang death benefit of the insured
✅ Merong GUARANTEED 8% endowment benefit
✅ Meron kang cash DIVIDENDS yearly
✅ Okay siya sa taong may hesitations sa VUL, kung hindi sila comfortable to take risks sa performance ng market
✅ Perfect para sa mga taong sigurista
✅ 10 years to pay only!

For example if you have 1,000,000 Face Amount, 8% is the guaranteed endowment benefit. That is equal to 80,000 starting on the 6th year.

On your,
💸 6th year: Php 80,000 + Dividends
💸 8th year: Php 80,000 + Dividends
💸 10th year: Php 80,000 + Dividends
💸 12th year: Php 80,000 + Dividends
until 100 years old!!!

Pwede sa kahit anong edad, mapa-bata man o matanda!

What are you waiting for? Message me for a FREE quotation now 🌻

02/05/2023