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📋 See What Fits Your Budget
1. If you were to start automating a monthly savings and protection fund today, what monthly amount feels completely comfortable for your budget?
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A
₱2,000 – ₱3,500 / month
B
₱3,500 – ₱5,000 / month
C
₱5,000 – ₱10,000+ / month
D
I’m not sure yet
2. How do you prefer to set aside your savings?
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A
Monthly (aligned with my salary schedule)
B
Quarterly
C
Semi-annually
D
Annually (I prefer paying once a year for convenience)
3. What is the single most important milestone you want this plan to guarantee for you?
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A
Protecting my family's lifestyle if I'm no longer able to provide
B
Ensuring a health emergency/critical illness doesn't drain my personal savings
C
Securing my child’s future college fund
D
Building a long-term retirement/wealth accumulation fund
4. When it comes to financial planning, which approach fits your current mindset best?
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A
I want high coverage for health/emergencies right now, even if investment returns are smaller.
B
I want a solid blend of emergency protection and long-term savings growth.
C
I want to focus primarily on accumulating funds for a specific future goal.
5. Do you currently have existing health or life insurance coverage?
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A
Yes, through my company HMO / workplace benefits only
B
Yes, I have personal individual policies
C
None yet—this will be my first personal policy
6. How long do you ideally see yourself committing to this regular savings/protection program?"
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A
Short-to-Medium term (5–10 years)
B
Long term (10–15+ years / until retirement)
Great! Let's get your contact details so I can send the plan to you.
What is your full name?
*
When is your birthday?
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What is your email address?
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Get your customized plan