The Services We Offer

You may not have the expertise, the time or the desire to actively plan and manage certain financial aspects of your life. You may need help getting started. You may benefit from an objective, third-party perspective on what are often emotional, difficult decisions.

In today's busy world, it can be beneficial to have a financial advisor expert to make sure you stay focused and follow through with your financial plans and goals.

We can help you :

•  Set realistic financial and personal goals
•  Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan
•  Develop a realistic, comprehensive plan to meet your financial goals by identifying financial opportunities and building on your financial strengths
•  Put your plan into action and monitor its progress
•  Stay on track to meet changing goals, personal circumstances, markets and tax laws

Often a specific event or need will trigger the desire for professional financial planning guidance.

These might include:
•  Making sure your money will last during retirement and leave a comfortable retirement lifestyle
•  Handling your legacy and inheritance to your loved ones
•  Preparing for a marriage or starting a family
•  Planning for the birth or adoption of a child
•  Facing a financial dilemma such as a disability, critical illness, layoff or natural disaster
•  Caring for your aging parents or disabled child
•  Coping financially with the death of a spouse or close family member
•  Funding education
•  Buying, selling or passing on a family business or even acquiring properties and assets

We are dedicated professionals using the financial planning process TOGETHER WITH YOU.

LET US WORK TOGETHER!

Who is your Financial Advisor?

Loi Gesmundo is a licensed Financial Advisor of The Manufacturers Life Insurance Co. (Phils.), Inc. ("Manulife Philippines"). The company is a wholly owned subsidiary of The Manufacturers Life Insurance Company, the insurance company of Manulife Financial Corporation (MFC). It is one of the largest life insurance companies in the world by market capitalization, and has approximately 84,000 employees. We have been helping people reach their financial goals and aspirations for over 107 years now in the Philippines.

As a Financial Advisor, Loi's vision is to help people realize and prepare for their financial needs and priorities. She does not sell products, just objective and the vision, competent advice and support.  She wanted to help other women and men avoid the pitfalls of not saving up and investing when they are more capable of doing so.

Everyone benefits from having a financial planner at certain key stages in their lives … when they’re just starting their careers and developing spending and saving habits and goals that will affect them for the rest of their lives; when they’re going through a major life change like marriage, birth of a child, death of a spouse, starting a business, major career change, etc.; and when they’re planning their comfortable lifestyle when they retire.

Whether you want to work a financial advisor and confidant in between those times is really a question of whether you have the time to invest in researching your options, the aptitude to analyze the information you discover, and the confidence to make a decision and move forward as well as commit with it.  Financial planners help with all of those areas and many people find their financial planner to be a valued partner throughout their lives.

This is Loi's advocacy and passion. Loi's your financial advisor... your financial goal partner!