Protection
Put yourself at ease by protecting those you love
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{{label}}18 December 2017
New Year is the best time to start anew and map out your financial plans. While a lot of people have the misconception that financial planning is only for the old and rich, a solid financial plan will help you take control of your finances and set yourself up for success, whether you’re already well-established or just starting to build your wealth.
Here’s your ultimate guide to financial planning for the new year.
Proper financial planning will help you create a balanced strategy and achieve your financial goals. Then again, you have to take financial building blocks into considerations when mapping out your financial strategy.
Some people focus on wealth accumulation too much that they forget about wealth preservation strategies. These two building blocks may be interchanged or stacked onto one another, depending on your individual financial plan. However, it’s recommended to begin preserving your wealth once you start earning a steady income before you focus on accumulating more funds.
The new year offers new opportunities for you to place yourself on the path of financial independence. Time flies, and before you know it, your retirement day has come. So, don’t waste any more time! Follow this guide to start working your way to financial freedom.
Once you create an individualized financial plan, don’t hesitate to ask the experts about what investment vehicles are perfect for you. Go to any of the 800 BPI branches near you, and talk to a Bancassurance Sales Executive to discuss your financial plans.
You can buy a life insurance at any BPI branch nationwide! Talk to a bancassurance sales executive now!