Financial Anchor
Creating personal anchors to help make sound financial decisions.
SERVICES
Financial Blueprint
Designs comprehensive financial plan using coordinated approach and periodic monitoring to ensure financial goals are met.
Risk Management
Focuses on anticipated threats on finances and proactively manages to minimize loss and maximize opportunities and outcomes.
Personal and Corporate Retirement Plan
Helps employers establish a tax qualified retirement plan for employees. Describes financial strategies to employers to prepare for their employees retirement years.
Estate Planning
Ensures effective estate distribution and preservation to maximize estate value through effective tax planning and other financial tools.
Employee Salary Savings Plan
Helps employees set aside a portion of their income towards personal financial goals through salary deductions as arranged with their companies.
Investment Planning
Focuses on identifying effective investment strategies based on investor’s risk appetite and investment goals.
Let Us Work Together
Financial Bridge
Laying out specific actionable plans to reach set financial goals.
Partner to New Heights
Strategic partnership giving opportunities to grow and learn from one another’s perspective.
Collaborative Financial Planning
Leveraging on expertise and innovative capacities to create valuable solutions.
Abstract Financial Analysis
Efficient and effective management of funds to accomplish established objectives.
Aggregate Financial Recommendation
Utilizing portfolio management and gathering information to produce a holistic picture of clients’ finances.
Testimonials
When I bought an insurance policy, I never thought that I could benefit from it so soon. I bought it thinking that since life is uncertain, I should have a partner if difficult times come my way. Just recently, I had a condition which led me to be a beneficiary of Manulife’s health benefit. I am grateful that I found a partner in Manulife and in Sir Jon who provided quick assistance for the claim processing and made me feel that he genuinely cared for my well-being.
Darwin Ebio
I first learned of Sir Jon through his FB page “Jon LifeChanger” when he shared the “Jon and Fili Video” (Importance of Saving Early on). Sir Jon was kind enough to entertain my inquiry how to start saving even though I did not have much to save then. Sir Jon became my financial coach walking me through my journey from being just a waiter to where I am now in the government service. Am truly grateful for his guidance and sincerity in helping me achieve my financial goals and dreams of a better future.
Rhonell Arante
One of our company’s core values is to teach our employees, especially those in the low income bracket, the value of saving for their future. I encouraged my office staff to listen to Jon explain the beauty of securing their future by saving and getting insured. Manulife offered to our company Salary Savings Insurance Program (SSIP) where our employees’ premium payments are automatically deducted from their 15th and 30th salary payouts.
As a manager in our company, our employees’ enrolment means peace of mind for me as I know that if something happens to them, Manulife is there ready to provide for their families.
Dolly Hikichi
Even though I was based in Visayas, Jon flew from Manila and met with me in Bacolod to explain the benefits of insurance and how I can enroll in our company’s existing Salary Savings Insurance Program (SSIP) with Manulife.
After 2 years of paying for my policy through salary deduction, I got sick and was diagnosed with Ovarian Cancer Stage 3. I had to stop working and consequently my income stopped coming too. Jon facilitated my claim right away and I received my critical illness coverage at the time when my savings was already exhausted. Am so grateful that Jon pursued me to get an insurance policy which God used to provide for my financial needs during the most trying time of my life.
Dahlia Genova