ROAD TO

FINANCIAL
WELLNESS

A Personal Finance Guide for Working Filipinos

NUMBER 1
PREFERRED &
RECOMMENDED
BRAND FOR
INSURANCE NEEDS
 Where Do We Invest the Equity Portion?

Blue Chip Stocks

 good track record of profitability and revenues
 solid business franchise
 strong brand equity
 transparency (i.e. dividend payout)
 FINANCIAL BUILDING
BLOCKS

Wealth Succession
Estate
Planning

Wealth Accumulation
Dream
Builder Education
Savings Retirement
Funding
Fund
Wealth Planning
Protection Income Critical
Protection Disabilit
Illness y Medical
Planning Income &
Protectio Hospital
n Care