AuthorMore than consultants, we are experienced customers. We tell our story and hope that others will learn from them. More than advisors, we are advocates. We know how hard it is to budget limited resources. We experienced starting from scratch. We navigated thru life as dreamers and now we share our journey with others. ArchivesCategories
All
|
Back to Blog
Real Estate and Investment Updates2/19/2021 My wife also has a blogsite of her own. If you want to read about her musings and her expert advise on real estate such as tips on how to choose, buy and pay for your first house and lot or condo unit, just go to:
0 Comments
read more
Back to Blog
Welcome to the family2/19/2021 Financial advising is a serious matter. It's not just selling investment or insurance products. Nor is it just giving out solicited and sometime unsolicited advise to potential and existing policy holders. It is getting involved in someone else's life. More than knowing their demographics and what they want to achieve financially, it's helping and guiding them realize their goals and dreams in life. Now that is personal. So becoming someone's FA is a personal matter. It's not just inviting someone to visit your house, it is actually welcoming someone into your family.
Here in InvestPH, we take advising a step further than just plain selling. We want our clients to grow with us, to succeed financially and of course to achieve their goals. We take each client in like a family member that we care about. With our experience and expertise in the field of investments and real estate, we can provide relevant and specific advise. We can guide you in your consideration, decision-making and purchase journey down to the time when you'd need to claim a benefit or finally move-in to your new house. We are here for you. We are family. |