Services
With over 17 years of experience in the industry, Ró believes that every Filipino deserves to live an abundant life. It can be overwhelming and a bit intimidating for some people when they see that there are so many products available to help them achieve security and abundance.
Our team is dedicated to helping you get to know your options and understand what these options can do for you. To begin your wealth journey, there are various products you can choose from depending on your budget and what you want to prioritize.
For Filipinos, retirement can be the last thing they put their minds on. But to have an enjoyable and worry-free retirement, you can start planning for it today. It is never too early to plan for the treasured years of your life.
Investments are a must have for Filipinos if they truly want to become financially independent. Overcome being intimidated with investment jargons such as risk appetite, mutual funds, etc. Ask us about the investments that fit your goals.
Protect yourself, your loved ones, and your life savings by preparing for emergencies and critical illnesses. We will help you explore health and medical insurance options so you can get the best protection and value.
Give your children the quality education they deserve. For young couples starting to build a family, you can plan for it as early as now to lessen the financial worry in the future and enjoy their milestones.
Ensure financial security for your family, whatever happens. There are tons of options available in the market. Let us help you select the insurance product that fits your priorities and budget.
Secure and future-proof your properties through estate planning and capital preservation. Let us help you plan for the inevitable.
Your home and personal assets are the fruit of your hard earned money. Protection for these properties will help you preserve what you have worked so hard for.
Let us help you cover the damage cost associated with your business assets such as property, equipment and liability claims. This will prevent you from paying
out-of-pocket when the need arises.
Our years of experience in the industry has helped us develop relationships with various financial firms. You can do that, too. Strengthen your financial capabilities by connecting and engaging with financial firms through us.
Our approachment
We work with our financial services clients as partners. Together we develop clear, practical action plans, and support or run the implementation of those plans to ensure real and sustainable performance improvement.
01.
Customer orientation to drive organic growth
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02.
Reducing costs and complexity to improve performance
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03.
Harnessing and sourcing information technology that is aligned with strategy
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04.
Integrating acquired companies to realize the most value
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05.
Customer orientation to drive organic growth
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Superly solved my problem with ease. Great customer service highly recommend. On tomorrow of the quality in clothing too!
Noah John
Architect at Surabaya jatim
Superly solved my problem with ease. Great customer service highly recommend. On tomorrow of the quality in clothing too!
Noah John
Architect at Surabaya jatim
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SERVICES
Over 17 years of experience in the financial industry has built Ro’s expertise on the following financial services:
A common mistake of Filipinos is not saving up for retirement and relying on their children to take care of them in their old days. Right financial planning includes having enough funds to enjoy one’s retirement without any financial burdens.
Investments aren’t just for the rich. Investments are key to making one’s money grow. Knowing your risk appetite and setting aside a small portion of your income for investments can have big returns in the future.
One of the most expensive things a person can spend on are medical bills. Unfortunately, not everyone is prepared whenever medical emergencies arise. It is important to be prepared and protected.
Estate planning is an often overlooked financial activity. Unbeknownst to many, neglecting this may cause drastic consequences later on which may include having expensive fees to pay.
People usually think they don’t need insurance. However, insurance is a form of financial protection and part of building and managing wealth is being able to protect it.
Ro has worked with various firms who can further help individuals and families in better managing their wealth and finances.
