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InvestWise PH, 2/F, ACE Building, 101-103 Rada cor. Dela Rosa Street , Legaspi Village, Makati (2026)

Q: What is the address?

2/F, ACE Building, 101-103 Rada Cor. Dela Rosa Street , Legaspi Village

25/08/2026

HINDI EMERGENCY ANG EXPENSE NA ALAM MONG DARATING. 👀

Birthday next month? Alam mong darating.
School expenses? Alam mong darating.
Annual bills? Alam mong darating.
Christmas? Alam nating lahat na darating. 🎄

Kaya instead na mabigla kapag dumating ang expense, pwede mo siyang paghandaan through sinking funds.

Hindi kailangan malaki agad ang ihulog.
Kahit ₱50, ₱100, or ₱200 regularly, basta consistent, unti-unting nabubuo yung fund.
Ang goal? Hindi ka magpa-panic kapag dumating ang expected expense.

Mas peaceful talaga kapag may pera ka nang nakalaan para sa bagay na alam mong kailangan mong bayaran eventually.

Kung gagawa ka ng bagong sinking fund ngayon, ano ang category?

Birthday? Bills? School? Christmas? Repairs?

25/08/2026

Cancer doesn’t discriminate. 🥹

Hindi nito tinitingnan kung gaano ka ka-healthy ngayon, kung walang history ng cancer sa pamilya ninyo, o kung bata ka pa.

The truth is, no one is completely exempted from the risk.

Kaya huwag nang hintayin ang diagnosis bago mo isipin ang protection. Habang healthy at insurable ka pa, may pagkakataon kang maghanda para sa mga bagay na hindi natin kayang hulaan.

Cancer may be unpredictable. Your preparation doesn’t have to be.

Protect your future while you still can. ❤️

24/08/2026

Did you know na kung gusto mong mag-iwan ng malaking pamana sa mga anak mo, hindi mo kailangang maging mayaman? 🤔

Kahit sinong magulang, gusto nating may maipamana sa pamilya—lalo na sa mga anak natin. Tama?

Let me show you how. 👩‍🏫

Halimbawa, ang goal mo ay makapag-iwan ng ₱3 MILLION na pamana sa anak mo.

Pwede mo naman itong pag-ipunan. Pero ang tanong: Gaano katagal?

Let’s say kaya mong magtabi ng ₱3,000/month:

₱3,000,000 target ÷ ₱3,000/month = 1,000 months
That’s equivalent to 83 YEARS! 😬

At sa tagal na ‘yan, baka hindi na natin maabutan ang araw na gusto nating maibigay ang ₱3M na pamana sa pamilya.

PERO MAY MAS SMART NA PARAAN. 👀✨

Alam mo ba na ang ₱3,000/month ay maaaring gamitin para magkaroon ng ₱3 MILLION life insurance coverage, subject to your age, health, plan, and approval? 😲

Ang maganda, habang ikaw ay nabubuhay, maaari ring may investment/cash value component ang ilang life insurance plans, depende sa product. So habang tumatagal, may potential na lumago rin ang value ng policy.

At higit sa lahat, hindi mo kailangang hintayin ang 83 years bago magkaroon ng malaking financial protection ang pamilya mo.

Kapag approved na ang policy at active na ang coverage, may protection ka na agad ayon sa terms and conditions ng policy—even if you’ve only paid a limited number of premiums. ❤️

Kaya kung ang goal mo ay PROTECTION + PAMANA + FINANCIAL SECURITY, baka life insurance ang isang bagay na dapat mong pag-aralan.

Hindi mo kailangang maging mayaman para makapag-iwan ng malaking pamana. You just need to start planning early. 💯

Want to know how this PAMANA strategy can work for you?

📩 Message us and let’s see what plan may fit your budget and goals.

09/08/2026

Please hear me out first...

I was having lunch with a former workmate yesterday. Nothing serious, just the usual, “Kumusta ka na?” catch-up.

Then he told me about something that happened to him a few years ago.

Life was steady back then. He had a regular job, rent was paid, the kids were in school, and he even had a little savings tucked away for emergencies.

Then one day, the company announced massive layoffs.

At first, he wasn’t worried. Until he found out that his name was on the list.

No warning. No time to prepare.

Within a month, his savings were gone. By the next month, the bills just kept piling up.

He tried borrowing from relatives and friends, but almost everyone told him the same thing:

“I’m sorry… things are tight for us too.”

And honestly, I don’t blame them.

It wasn’t because they didn’t care. They had their own families to take care of, their own bills to pay, and their own problems to deal with.

Parang baha.

When your own house is already drowning, it’s hard to expect rescue from a neighbor whose house is also sinking.

That story really stayed with me.

Because the truth is, none of us are completely safe from sudden storms.

A job can disappear.
An illness can come unexpectedly.
An accident can happen.
An emergency can drain years of savings in just a few weeks.

And when those things happen, we may not always have someone who can rescue us.

That’s why we need to build our own lifeboat while the weather is still calm.

Get an HMO.
Get insurance.
Build an emergency fund.
Save and invest.

Not because we’re expecting something bad to happen.

But because we love our family enough to prepare for the things we hope never happen.

Protect your finances while you still can.

Because sometimes, the best time to prepare for the storm is when the sky is still clear.

And thankfully, my former workmate is doing better now. He has a new job and is currently working as an OFW in Dubai.

I’m genuinely happy for him.

His story reminded me of something simple but important:

We can’t always control when the storm comes. But we can do something about whether we have a lifeboat when it does.

08/08/2026

Working my ass off because the goal isn’t luxury. It’s stability.

The kind of stability where…

I can afford regular checkups without brushing them off with, “Sayang sa pera.”
I can pay the bills on time.
I can buy medicine the moment I need it.
I don’t have to borrow money for tuition or school projects, or scramble every enrollment season.
I can rest when I need to without feeling guilty.
I can sleep 8 hours without worrying about whether next month’s income is already covered.
I can eat spicy pancit canton with a medium-boiled egg just because I’m craving it. 🤤
I can register for 5–7 marathons or fun runs a year.
I can scroll through Shopee or TikTok Shop, check out a cart or two (maybe three 🤔), and not feel broke afterward.

I’m not chasing an extravagant life.

I just want a life where I can afford the little joys without having to calculate the cost of every small comfort.

A quiet home.
Food on the table.
Bills paid on time.
Health taken care of.
A little room to breathe.
And peace in my head.

That’s the kind of rich I’m working for.

20/07/2026

Imagine this...

May ipon kang ₱500,000 sa bank. Bigla kang tinamaan ng critical illness—heart attack, cancer, o iba pang seryosong kondisyon.

Pero dahil may health insurance ka, covered ang eligible medical expenses mo.

Instead na maubos ang pinaghirapan mong ipon, nananatili itong buo para sa pamilya mo, sa negosyo mo, o sa mga pangarap mo.

Ang insurance isn't just about paying hospital bills. It's about protecting the wealth you've worked so hard to build.

Protect your health.
Protect your savings.
Protect your dreams.

Message me if you'd like to know how health insurance can fit your financial plan.

19/07/2026

“Magkano dapat ang Life Insurance Ko?”

Kung ikaw ang breadwinner or isa kang magulang, this is the minimum insurance coverage you need.

Let’s break it down 👇
📌 Monthly Expenses: ₱30,000
📌 Times 12 = ₱360,000/year
📌 Then times 10 = ₱3.6 Million

Pero wait, bakit nga ba times 10?

✅ Kasi kung mawala ka, your family needs at least 10 years of financial protection habang nag-a-adjust sila.
✅ At kung i-invest nila yung ₱3.6M into something that earns 10% per year, that’s ₱360,000 passive income/year or exactly ₱30,000/month.

👉 Covered pa rin ang expenses nila.
👉 Hindi nila kailangang baguhin bigla ang lifestyle.
👉 May time silang maka-recover emotionally and financially.

Hindi ito para sa’yo ito ay para sa mga iiwan mo.
This is not about death, it’s about love and responsibility.

Make sure insured ka ng tama.

15/07/2026

Around 7 out of 10 people buying a new iPhone or Mac insure their device from accidental damage and/or theft.

That’s what the staff at Power Mac Center told me when I recently bought a new device there.

Yet most Filipinos still don’t own a personal life insurance policy.

Many only have temporary coverage through their employer—coverage that disappears when they leave their job.

According to the Insurance Commission, the Philippines’ life insurance pe*******on remains under 2%.

Many Filipinos remain uninsured or underinsured despite the financial risks families face.

Ironic, isn’t it?

We rush to insure the things we can replace.

Yet we delay protecting the one thing our family can never replace—our ability to earn, our health, and our life.

If we can spend a few thousand pesos each year to protect a phone…

We can at least have a conversation about protecting our families.

04/07/2026

Try mong manghingi ngayon doon sa friend mo na nagsabi na okay na ang HMO lang. Anong probability na may ibibigay siya?

Real talk tayo, basahin mo ito.

Makinig sa Advisor at sa kaibigan mo pareho, pero ikaw pa din magdedecide at the end of the day.

𝐄𝐅 + 𝐇𝐌𝐎 + 𝐂𝐫𝐢𝐭𝐢𝐜𝐚𝐥 𝐈𝐥𝐥𝐧𝐞𝐬𝐬 𝐅𝐮𝐧𝐝 𝐄𝐱𝐩𝐥𝐚𝐢𝐧𝐞𝐝:

Emergency fund - start with one month muna, until mabuo mo 6-12 months worth of emergency fund mo. Prepared ka if in case maxed out HMO at hindi covered ng health insurance because thank God, hindi pa critical illness. Anything emergency.

HMO - checkups, lab tests, hospitalization, dental, annual physical exam, think smaller cases.

Health Insurance - bigger cases like heart attack, cancer, kidney failures, anything critical. Lump sum money can help cover expenses outside hospitalization like maintenance.

Ano uunahin? Dumaan ka sa planning para makapag-strategize kasi for your future and your family 'yan.

04/07/2026

A friend recently reached out because he needed 𝐌𝐨𝐫𝐭𝐠𝐚𝐠𝐞 𝐑𝐞𝐝𝐞𝐦𝐩𝐭𝐢𝐨𝐧 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 (𝐌𝐑𝐈) for his housing loan.

Sabi niya, “Ikaw na bahala.”

Pero ang una kong sinabi?

“Kunin muna natin yung quotation ng bank.”

Kasi para sa akin, hindi naman dapat automatic na sa akin kukunin. Ang importante, malaman muna natin kung alin ang mas makakatipid ka. Your money deserves that kind of due diligence.

After comparing the options, we found something surprising.

His ₱14 million MRI requirement could be covered by Sun Life, and his application was approved. More importantly, he’ll be saving around ₱17,000 every month compared to the insurance initially offered by the bank. Yes 17,000 difference!!

Honestly, hindi ito alam ng marami.

Kapag may housing loan, maraming nag-a-assume na kailangan sa bank na rin kunin ang MRI. In many cases, you can also source it from an insurance company, as long as it meets the bank’s requirements.

For me, that’s what financial advising should be.

Hindi lang tungkol sa pagbenta ng policy. It’s helping people compare their options, understand what they’re paying for, and make sure they’re getting the best value for their hard-earned money.

Sometimes, the best financial advice starts with, “𝐓𝐢𝐧𝐠𝐧𝐚𝐧 𝐦𝐮𝐧𝐚 𝐧𝐚𝐭𝐢𝐧 𝐥𝐚𝐡𝐚𝐭 𝐧𝐠 𝐨𝐩𝐭𝐢𝐨𝐧𝐬.”

And the best feeling is to inform your client..
𝐘𝐨𝐮𝐫 𝟏𝟒 𝐌𝐈𝐋𝐋𝐈𝐎𝐍 𝐋𝐈𝐅𝐄 𝐈𝐍𝐒𝐔𝐑𝐀𝐍𝐂𝐄 𝐂𝐎𝐕𝐄𝐑𝐀𝐆𝐄 𝐈𝐒 𝐀𝐏𝐏𝐑𝐎𝐕𝐄𝐃!!

InvestWise PH

25/08/2026

25/08/2026

24/08/2026

09/08/2026

08/08/2026

20/07/2026

19/07/2026

15/07/2026

04/07/2026

04/07/2026

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