The Financial Tita

Home
Philippines
Quezon City
The Financial Tita

The Financial Tita is a Licensed Financial Advisor and a Registered Guidance Counselor.

The Financial Tita aims to help individuals to understand the importance of financial planning and to develop the necessary skills to gain control of their personal finances so that they would live a worry free and enjoyable life.

01/09/2026

𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝗻𝗮… 𝗝𝗼𝘀𝗲 𝗠𝗮𝗿𝗶 𝗖𝗵𝗮𝗻 𝗶𝘀 𝗽𝗲𝗲𝗸𝗶𝗻𝗴 𝗮𝗴𝗮𝗶𝗻! 🎄👀

If Christmas songs can start early, so can financial readiness. peek into your insurance coverage and make sure your financial plans are still aligned with your goals.

𝘗𝘢𝘳𝘢 𝘮𝘦𝘳𝘳𝘺 & 𝘸𝘰𝘳𝘳𝘺-𝘧𝘳𝘦𝘦 𝘢𝘯𝘨 𝘉𝘦𝘳 𝘮𝘰𝘯𝘵𝘩𝘴. 💛

📩 Let’s review your coverage today!

29/08/2026

💰 YOUR MONEY DESERVES A GOOD RETURN!

Introducing SUN LIFE WEALTH PROSPER 7 ✨
A limited-offer solution designed to help you secure your wealth while enjoying guaranteed income.

Here’s what you get:

✅ 4.50% Guaranteed Annual Payout
✅ 110% Guaranteed Insurance Coverage
✅ 100% of your money back after 7 years
✅ Minimum placement: ₱500,000

💛 Build your wealth. Protect your life. Enjoy guaranteed income.

⏳ LIMITED OFFER ONLY — available until the allotted slots are reached.

📩 Want to see how ₱500K can work for you? Send me a message and I’ll prepare the illustration for you.

Actual terms and conditions of the insurance policy apply. Annual payout is computed based on the one-time premium payment.

16/08/2026

🚨🚨 LAST 2 DAYS TO LOCK IN THE CURRENT PRICE! 🚨🚨

For as low as ₱500/month for ₱500,000 Life & Health Insurance.

If you’ve been considering getting covered, this is the time to act.

The current minimum premium is ₱500/month for a coverage.of 500,000, but starting August 18 this minimum coverage for Sun Life Assure will no longer be available.

So if you’ve been saying, "Maybe next time…” — this might be your sign to start today.

Message me to know more details. 💛

05/08/2026

🚨 𝗧𝗛𝗘 𝗛𝗜𝗚𝗛𝗘𝗦𝗧 𝗦𝗨𝗡 𝗣𝗘𝗦𝗢 𝗠𝗔𝗫𝗜𝗠𝗜𝗭𝗘𝗥 𝗥𝗔𝗧𝗘 𝗘𝗩𝗘𝗥 — 𝗕𝗨𝗧 𝗢𝗡𝗟𝗬 𝗨𝗡𝗧𝗜𝗟 𝗔𝗨𝗚𝗨𝗦𝗧 𝟭𝟱! 🚨

𝗘𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝗮𝗹 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗮𝗿𝗲 𝗿𝗮𝗿𝗲𝗹𝘆 𝗮𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲 𝗳𝗼𝗿 𝗹𝗼𝗻𝗴.

For a limited time, 𝗦𝘂𝗻 𝗣𝗲𝘀𝗼 𝗠𝗮𝘅𝗶𝗺𝗶𝘇𝗲𝗿 is offering its 𝗵𝗶𝗴𝗵𝗲𝘀𝘁 𝗽𝗮𝘆𝗼𝘂𝘁 𝗿𝗮𝘁𝗲 𝗲𝘃𝗲𝗿—𝗮 𝟱.𝟬𝟬% 𝗡𝗘𝗧𝗧 𝗳𝗶𝘅𝗲𝗱 𝗮𝗻𝗻𝘂𝗮𝗹 𝗶𝗻𝗰𝗼𝗺𝗲 for 7 years.

Designed for investors who value 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗽𝗿𝗲𝘀𝗲𝗿𝘃𝗮𝘁𝗶𝗼𝗻, 𝗽𝗿𝗲𝗱𝗶𝗰𝘁𝗮𝗯𝗹𝗲 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄, 𝗮𝗻𝗱 𝗹𝗲𝗴𝗮𝗰𝘆 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴, this tranche provides an opportunity to diversify a portion of your portfolio with fixed annual income and life insurance protection.

𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
✅ 𝟱.𝟬𝟬% 𝗡𝗘𝗧𝗧 𝗳𝗶𝘅𝗲𝗱 𝗮𝗻𝗻𝘂𝗮𝗹 𝗶𝗻𝗰𝗼𝗺𝗲 for 7 years (no withholding tax or hidden charges)
✅ 𝟭𝟮𝟱% 𝗹𝗶𝗳𝗲 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗰𝗼𝘃𝗲𝗿𝗮𝗴𝗲 of your single premium
✅ 𝟭𝟬𝟬% 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗿𝗲𝘁𝘂𝗿𝗻𝗲𝗱 at the end of Year 7
✅ 𝗡𝗼 𝗺𝗲𝗱𝗶𝗰𝗮𝗹 𝗲𝘅𝗮𝗺 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝗱
✅ 𝗚𝘂𝗮𝗿𝗮𝗻𝘁𝗲𝗲𝗱 𝗮𝗽𝗽𝗿𝗼𝘃𝗮𝗹 (up to age 70)

💰𝗠𝗶𝗻𝗶𝗺𝘂𝗺 𝗽𝗹𝗮𝗰𝗲𝗺𝗲𝗻𝘁: ₱500,000

⏰ 𝗧𝗵𝗶𝘀 𝗲𝘅𝗰𝗹𝘂𝘀𝗶𝘃𝗲 𝘁𝗿𝗮𝗻𝗰𝗵𝗲 𝗰𝗹𝗼𝘀𝗲𝘀 𝗼𝗻 𝗔𝗨𝗚𝗨𝗦𝗧 𝟭𝟱, 𝟮𝟬𝟮𝟲, 𝗼𝗿 𝗲𝗮𝗿𝗹𝗶𝗲𝗿 𝗼𝗻𝗰𝗲 𝗳𝘂𝗹𝗹𝘆 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲𝗱. As the 𝗵𝗶𝗴𝗵𝗲𝘀𝘁 𝗿𝗮𝘁𝗲 𝗲𝘃𝗲𝗿 𝗼𝗳𝗳𝗲𝗿𝗲𝗱 for Sun Peso Maximizer, it represents a compelling opportunity for investors seeking stability amid an evolving market.

If you’re considering allocating funds from time deposits, maturing investments, or excess liquidity, I’d be pleased to prepare a personalized illustration and discuss how Sun Peso Maximizer may complement your overall wealth strategy.

04/08/2026

₱400 lang per month tapos ₱500,000 coverage? 🤯

Too good to be true? Nope—it’s real.
This is 𝐒𝐮𝐧 𝐋𝐢𝐟𝐞 𝐀𝐬𝐬𝐮𝐫𝐞 — swak sa budget pero pangmalakasang protection.

💛 Why it works for you:
▫️ 5-year renewable
▫️ ₱500,000 Life & Health Coverage
▫️ ₱500,000 Accidental Death Benefit
▫️ Covers 36 Critical Illnesses (stroke, cancer, heart attack & more)

Hindi mo kailangan maging mayaman para maging protected.
You just need to start.

Message mo lang ako! Let’s secure your future today.

03/08/2026

Your hard work deserves a plan that protects what you’ve built. 💛

Building wealth is one thing. Making sure it’s protected and continues to support the people and dreams that matter most is another.

Let’s create a financial plan that helps you prepare for life’s uncertainties while working toward your future goals. 🌱

📩 Send me a message. Let’s talk about your financial goals and find a plan that works for you.

02/08/2026

Gusto mo ng insurance na ‘di kamahalan pero may balik?
This one’s for you!

Sun MaxiLink Prime is one of Sun Life’s most flexible life insurance plans — may kasamang investment na pwedeng lumago habang ini-enjoy mo ang peace of mind.

What you get:
✅ Life insurance with investment
✅ Withdrawable funds for life milestones
✅ 4–10% potential growth
✅ Coverage until age 88
✅ 10 years to pay

And the best part? It starts at just ₱1,500/month!

💛 Tara, let’s make your money work for you!
📩 Message me today for a FREE financial consultation. 😊

31/07/2026

Good health is one of life's greatest blessings, but unexpected medical expenses can happen when we least expect them.

The best time to prepare isn't when you're already facing a health challenge—it's now.

Send me a message, and let's find a health coverage plan that gives you peace of mind, so you can focus on what truly matters. ☀️💛

27/07/2026

Start building your child's future today.

The best pamana isn't just wealth, it's peace of mind, quality education, and lifelong financial security. 💛

With Sun Secure Income 10, you can secure your child's future with a plan that's designed to provide guaranteed benefits while protecting what matters most.

✨ Only 10 years to pay
✔ Guaranteed Cash Benefits
✔ Life Insurance Protection
✔ Education Fund
✔ Annual Payment Discounts

Sample Plans for a 0-Year-Old Female

🌟 Plan A Starter – ₱5,700/month
• ₱500,000 Life Insurance Coverage
• ₱250,000 Face Amount
• ₱15,000 Guaranteed Cash Benefits

🌟 Plan B – ₱22,800/month
• ₱2,000,000 Life Insurance Coverage
• ₱1,000,000 Face Amount
• ₱60,000 Guaranteed Cash Benefits

🌟 Plan C – ₱45,600/month
• ₱4,000,000 Life Insurance Coverage
• ₱2,000,000 Face Amount
• ₱120,000 Guaranteed Cash Benefits

💡 Perfect for:
🎓 Building your child's education fund
🛡️ Protecting your family's financial future
💛 Creating a lasting legacy for the next generation

Every child deserves a future that's protected, prepared, and financially secure. Start early—the greatest gift you can give is the opportunity to dream without financial worries.

📩 Send me a message for a FREE personalized quotation.
Secure today. Success tomorrow. 💛

22/07/2026

Dear Clients, 💛

Have you registered for the My Sun Life PH App yet?

Simply complete your registration for a chance to win an iPhone 17 and e-GCs! It's also the easiest way to access your policy details, monitor your account, and manage your Sun Life plans anytime, anywhere.

If you need assistance with your registration, feel free to send me a message. I'm happy to help! ☀️

Download the app today: sunlife.co/GoWinwithMySunLifePH. Don’t miss this, you might be our lucky winner!

Address

Quezon City
1116

Website

https://www.instagram.com/thefinancialtita/?hl=en

Alerts

Be the first to know and let us send you an email when The Financial Tita posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.