Wealth Building Archives — Financial Adviser

Does “Buy, Borrow, Die” Work in the Philippines?

FinancialAdviser.ph — Wed, 30 Sep 2026 07:29:04 +0000

A strategy often presented on TikTok and Facebook as a tax trick looks considerably less attractive once Philippine taxes, interest costs and the risk of losing the property are included. A financial strategy frequently appears on TikTok, Facebook Reels and other social media platforms. The story usually goes something like this. A mother buys land [...]

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Andrea Torres on Building Wealth Beyond Show Business

FinancialAdviser.ph — Tue, 22 Sep 2026 06:33:54 +0000

Actress Andrea Torres has built a successful career doing something she genuinely loves. For years, audiences have watched her portray different characters on screen, but beyond acting, she has also begun thinking seriously about another goal: building long-term financial security. In an interview with Financial Adviser PH, the Sparkle actress spoke about financial freedom, investing, [...]

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From Active Income to Financial Freedom: A Financial Planner’s Roadmap to True Independence

FinancialAdviser.ph — Wed, 07 May 2025 03:02:48 +0000

Achieving financial freedom is a dream for many, but it’s also a goal that requires careful planning and strategic decisions. Jennifer De Leon, a Registered Financial Planner (RFP), understands this journey firsthand. For years, she balanced a career and financial planning, but her ultimate goal was to transition from active income to full capital income—what [...]

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Why a Financial Abundance Mindset Matters More Than Just Growing Your Wealth

FinancialAdviser.ph — Tue, 08 Apr 2025 08:16:51 +0000

When people think of financial success, they often focus on numbers—how much money is in the bank, how many assets they own, or how big their investments have grown. But according to Jennifer De Leon, a Registered Financial Planner, true wealth goes deeper than that. “Financial abundance does not mean having more assets or material [...]

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Why Teaching Financial Discipline Early Is the Key to Building Wealth

FinancialAdviser.ph — Tue, 08 Apr 2025 03:19:29 +0000

Building wealth starts with understanding and managing money early in life. Jennifer De Leon, a Registered Financial Planner, is a prime example of how early financial education can lay the foundation for long-term financial success. “My earliest memory of money goes back to kindergarten,” De Leon told Financial Adviser PH. From depositing leftover allowance coins [...]

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Why Entrepreneurs Who Do It All Are Holding Their Businesses Back (And How to Break Free)

FinancialAdviser.ph — Fri, 28 Mar 2025 06:13:18 +0000

As an entrepreneur, it’s easy to fall into the trap of believing you need to manage every aspect of your business. From accounting to marketing to operations, business owners often feel compelled to do it all. But according to Jog Bondoc, Registered Financial Planner, this approach can be detrimental to both personal well-being and business [...]

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Investing for Your Child’s Future: What Parents Need to Know About Education Funds

FinancialAdviser.ph — Fri, 28 Mar 2025 02:00:08 +0000

Planning for your child’s education is a long-term commitment that requires discipline, foresight, and the right financial tools. As Christopher Cervantes, a Registered Financial Planner, mentions, “Becoming a parent is a beautiful life-changing experience…but it brings responsibility for planning the future, avoiding stressful situations, managing finances, and growing a stable investment portfolio.” It’s essential to [...]

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What Bruce Lee Can Teach You About Building Wealth — And Why Focus is Everything

FinancialAdviser.ph — Thu, 27 Mar 2025 02:41:37 +0000

Edmund Lao, a Registered Financial Planner, believes that the principles that made Bruce Lee a martial arts legend can teach us a lot about building wealth. For Lao, it’s all about focus — a concept that Lee mastered both in his fighting and personal philosophy. “Bruce Lee didn’t get great by trying everything. He focused [...]

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Struggling to Save? This Simple Rule Will Change Everything

FinancialAdviser.ph — Wed, 12 Mar 2025 03:03:58 +0000

Most people follow a simple budgeting formula: pay bills, cover necessities, and then save whatever is left. But what if that’s the wrong approach? Genesis Kelly Lontoc, a Registered Financial Planner, argues that paying yourself first should be the priority—not an afterthought. “We must pay ourselves first. We must set aside funds for the future [...]

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Want to Build Wealth? Start with These Timeless Principles

FinancialAdviser.ph — Fri, 07 Mar 2025 05:59:15 +0000

In the world of personal finance, there are timeless principles that never go out of style. For Josefino Gomez, a Registered Financial Planner, many of these lessons were shaped by his father. From hard work to financial discipline, these principles have helped him navigate his financial journey. Here are the key takeaways from Gomez’s experience, [...]

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