MONEY FOR LIFE
GET YOURSELF AND YOUR LOVED ONES PLANS THAT SERVES AS YOUR SAFETY NET IN EVERY STAGE OF LIFE.
CLICK THE PICTURES TO EXPLORE
GETTING STARTED STAGE
You are establishing your independence. It is the time of new responsibilities, and you’re beginning to understand the value of handling your own finances. Investing for experiences that enrich your life is the ultimate purpose of the money you earn, and this empowers you to dream bigger.
You belong to this stage if you are just starting a career or business and aiming for career growth. Focused on achieving personal goals and life's milestones.
*Single, prioritizes own independence.
*Not a breadwinner of the family.
WHAT FINANCIAL PRIORITIES SHOULD I CONSIDER AT THIS STAGE?
KEY FINANCIAL NEEDS:
EMERGENCY FUND - Establish your immediate fund in the event of temporary financial shortage or unemployment to make sure financial obligations will still be met without delaying them or getting into debt.
WALLET FUND - Savings that has potential to earn for short-term and medium-term needs to achieve milestones such as buying own house, capital for business or side hustle, car, dream travel, wedding preparation and more.
INCOME & HEALTH PROTECTION - Guarantees replacement or continuation of your income in the occurrence of SADD events in life (Sickness, Accident, Disability or Death). This will also protect you in liquidating your acquired assets, savings and investments.
RETIREMENT - Starting your own retirement funding at early age is ideal because it allows you to secure a better and comfortable future income while saving with ease because you have enough time to accumulate and grow your savings along the years (money at work). We know that the cost of living goes higher and higher along the way that's why, retirement requires long-term preparation.
GET A FREE FINANCIAL NEEDS ASSESSMENT to identify the right program and instrument that will be fit to your financial profile. Click the link below to
WHAT IS MONEY FOR LIFE?
