WHY YOU NEED FINANCIAL PLANNING?

In general usage, a?financial plan?is a comprehensive evaluation of an individual’s current pay and future?financial?state by using current known variables to predict future income, asset values and withdrawal plans.

WHAT WE DO?

Put simply – a?financial advisor?refers to anyone who helps clients manage their money. A?financial planner?may also have certain areas of expertise, such as retirement planning or education funding planning.?Financial?advisors and a?financial planners?may hold different certifications and licenses.

As a Financial Planner I give group & Individual advise – you can call me at 09199104104 for an appointment.

FINANCIAL PLANNING IS BECOMING EXTREMELY IMPORTANT IN PHILIPPINES

Creating a?financial plan?helps you see the big picture and set long and short-term life goals, a?crucial?step in mapping out your?financial?future. When you have a?financial plan, it’s easier to make?financial?decisions and stay on track to meet your goals. This will cut the umbilical cord generational poverty which have been a big problem in the Philippines.

WHAT I WILL DO WHEN I MEET YOU?

I will work thru with the 7 steps and create a dialogue with you:

  • Identify 7 Dominant investing Motives
  • Establish 7 Steps Process
  • Review your Cash Flow and Establish Framework
  • Reviewing Current Plans and see if there is a need to re-establish any shortfalls
  • Explaining the 4 Financial Models and how you can take advantage of the Philippines Stock Market & Leveraging on Risk Management
  • How you can leverage on our legal, accounts, financial services team

If you need to reach me: email: finwazeph2019@gmail.com or Mobile: 09199104104

We do group presentation for employees & also individual one to one coaching for FREE. Call us for appointment

FINWAZE TEAM

CONTACT US

We're not around right now. But you can send us an email and we'll get back to you, asap.

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FINWAZE makes no representations or warranties, express or implied, in relation to this website (www.ilanmaks.com) or the information and materials provided on this website. It does not also warrants that this website will be constantly available or available at all times. The information on this website is complete, true, accurate or non-misleading. Nothing on this website constitutes, or is meant to constitute, advice of any kind. FINWAZE shall not be liable for any damage or injury, whether direct or indirect, that it may cause in relation to the contents of, or use of, or otherwise in connection with this website. By using this website, you agree to the reasonableness of the limitations of liabilities herein set out and further agree to assume whatever risk, loss, damage or injury in may cause in connection to the use of this website. No claims shall be brought personally against the officers and employees of FINWAZE, in connection with the use of this website. The user of this website agree to the limitations of warranties and liabilities herein set out to protect the officers, employees, agents, subsidiaries, successors, assigns and sub-contractors as well as FINWAZE. Any unenforceable provisions that may be found on this website under applicable law shall not affect the enforceability of the other provisions.

Legal Documents? |???2020 Finwaze?Philippines

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