Financial Planning Archives — Financial Adviser

A Financial Planner Says the Problem With Financial Plans Is Not the Plan

FinancialAdviser.ph — Wed, 08 Jul 2026 07:32:31 +0000

Many people begin their financial journey with good intentions. They set goals to save more, invest regularly, and build a better financial future for their families. Yet for many individuals, these plans never fully materialize. According to Registered Financial Planner Rex Mendoza, the problem is rarely the financial plan itself. The real challenge lies in [...]

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A Financial Planner Shares a ‘Resilience Playbook’ for Surviving Financial Uncertainty

FinancialAdviser.ph — Wed, 08 Jul 2026 07:29:25 +0000

Economic uncertainty has become a regular part of life for many Filipinos. Inflation rises, markets fluctuate, jobs change, and unexpected crises can disrupt even the most stable financial plans. For Registered Financial Planner Mariel Tablan, the best response to uncertainty is not fear—it is preparation. Speaking at the 14th Financial Fitness Forum last April 11, [...]

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He Turned a Personal Crisis Into a Financial Advocacy—Now He’s Teaching Filipinos How to Build Wealth

FinancialAdviser.ph — Tue, 23 Jun 2026 08:56:17 +0000

Warren Augustus De Guzman, a Registered Financial Planner, didn’t start his journey as a finance professional. For years, he built a career in media, working as a business anchor and financial reporter, translating complex economic stories for everyday Filipinos. But over time, his mission evolved from explaining finance to helping people take control of it. [...]

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She Thought Saving Was Enough—Then She Realized What Was Missing

FinancialAdviser.ph — Tue, 16 Jun 2026 08:48:46 +0000

Dr. Joanna De Manuel, a Registered Financial Planner, grew up with what many would consider an advantage in money management. Coming from a Filipino-Chinese family, financial discipline was already part of her upbringing. “My mindset was simple: earn, save, repeat—and I thought that was enough,” she says. For years, that formula worked. It built consistency [...]

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He Had to Withdraw His Family’s Last Money—That Moment Changed How He Sees Money

FinancialAdviser.ph — Mon, 11 May 2026 06:35:42 +0000

Warren Augustus De Guzman, a Registered Financial Planner, didn’t grow up with a consistent view of money. His early years were shaped by extremes—periods of abundance followed by moments of financial strain. “There were times when our house was in danger of being repossessed… and there were times when we lived extravagantly,” he recalls. His [...]

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She Became a Single Mom Overnight—Here’s How Financial Planning Helped Her Start Again

FinancialAdviser.ph — Wed, 06 May 2026 03:46:33 +0000

Suzette Morillo, a Registered Financial Planner, didn’t always approach money the way she does today. For years, she built a stable career as a corporate professional, but like many, she focused more on income and benefits than long-term planning. “I was not able to allocate funds for the future… I wasted time and opportunity,” she [...]

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Financial Inclusion Takes Center Stage at Asian Banking & Finance and Insurance Asia Summit in Manila

FinancialAdviser.ph — Mon, 13 Apr 2026 01:11:49 +0000

Financial inclusion, consumer protection, and the evolving needs of Filipino families were among the key themes discussed at the Asian Banking & Finance and Insurance Asia Summit – Manila, held on 10 March 2026. Industry leaders and experts highlighted how financial institutions must rethink the way they design products and services to better serve vulnerable groups and [...]

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Financial Fitness Forum 2026 Returns for Its 14th Year to Help Filipinos Build a Stronger Financial Future

FinancialAdviser.ph — Fri, 10 Apr 2026 00:30:48 +0000

At a time when rising living costs, inflation, and economic uncertainty are forcing many Filipinos to rethink their finances, one of the country’s longest-running financial literacy events is returning this Saturday. The Financial Fitness Forum 2026, organized by the Registered Financial Planners (RFP) Philippines, will take place on April 11, 2026, from 9:00 AM to 5:00 PM via [...]

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Designing Your Financial Life: Using Money to Fuel Your Calling

FinancialAdviser.ph — Wed, 18 Mar 2026 06:07:50 +0000

For many people, financial goals revolve around earning more, saving more, and investing more. But for Dennis Sy, author of Design Your Life, money is more than just numbers on a spreadsheet—it’s a tool for living your purpose. “Money is a good servant and a bad master,” Sy says. “Don’t let money dictate how you [...]

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The Hardest Part Was Changing Minds: Why Trust Is the Real Currency in SME Financing

FinancialAdviser.ph — Mon, 16 Mar 2026 07:30:37 +0000

For Edmund Solilapsi, co-founder of ARQ Capital, building a business wasn’t just about launching a new financing platform—it was about challenging how people think about money. “We were asking people to rethink how capital can flow. Convincing others to believe in that vision was the most difficult—but also the most rewarding—part,” Solilapsi shared in an [...]

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