Create the life you deserve.

“You must gain control over your money or the lack of it will forever control you.”

DAVE RAMSEY

What value do I add?

My work is all about educating about financial literacy starting with basic financial concepts. Here, I share about savings, budgeting, income protection, and investments.

I help create concrete and sustainable ways to create the life you deserve.

Hi! I’m Charmayne!

I am a licensed life and medical insurance advisor from Sun Life of Canada (Philippines), Inc. as well as Pacific Cross Philippines.

MY MISSION: To help Filipino families improve their quality of life through educating about financial literacy, one person at a time.

Know more about your options.

Hindi one-size-fits-all type of product ang insurances. Ang effective kay Pedro any maaaring hindi effective kay Juan.

These factors (and more) need to be considered to find the right plan that would work for you.

  • Age

  • Medical condition

  • Occupation

  • Financial risks and needs

  • Budget and cashflow

  • Personal goals and expectations

Regardless kung ang goal ay to secure your loved one’s future in case mawala ka, protecting yourself sa malalaking medical costs, preparing ahead for your child’s education, saving up for life milestones or even for your retirement - by sharing your current situation, we can properly plan and create steps towards the goal of having you and your assets protected na pasok sa lifestyle mo.

Want to know more about the options available to you? Book a call and let’s explore!

HERE’S WHAT MY CLIENTS HAVE TO SAY..

What did you like/appreciate in the discussion that we had? What made you decide to take me as your partner for life?”

"I loved the sisterly approach, I felt like I was talking to a sibling and not a FA. I was comfortable sharing my thoughts and plans for my future. As a member of the R2A page on FB, I see people recommending her and after careful deliberation, I opted to choose her as my FA. She provides advice to other people as well on the page."

Christine Anne P.

"Ms. Charm is a trusted financial advisor. There's no pressure in decision-making when you get overwhelmed with all the product options and information. She prioritizes clients needs. BEST to be a long-term partner in your financial and life goals through insurance and investments."

Arjoy D.

"I liked the flow of discussion, especially nung prinopose lahat na okay na insurance and kung ano ang fit para sakin. I trust her and would recommend her because everyone deserves a good partner for life."

Lyka R.

"If I could give 100 stars, ibibigay ko talaga. I just got off a call with her and grabe marami akong natutunan. I struggled with my finances a lot. Di ko alam gagawin ko. But through her session, she laid the foundation sa mga dapat kong malalaman. I genuinely enjoyed working with her and I'd love to have her as a financial advisor in the future. 💯💯💯💗💗"

Kaye G.

"Isa sa mga tinitignan ko sa mga Financial Advisors is their credibility. Makatotohan ba yung sinasabi mo, nagtagal ka ba sa company, marami ka bang clients, inaalagaan mo ba yung clients mo, maganda ba yung relationship mo sa clients mo, consistent ka ba.. Ayoko yung pag may tinanong ako, itatanong pa sa Manager, pasa-pasa.. At ayoko ng sobrang kulit na parang wala nang bukas! Kaya ako na yung lumapit sa Advisor na alam kong makakatulong sakin. And nakita ko naman na she’s consistent, matagal na siya sa industry at ine-explain niya talaga ng malinaw lahat. So I’m convinced, and now I’m insured."

Erica B.

"."

One happy customer

Let’s connect!

Do you have specific questions you’d like to address? Don’t hesitate and send a message!

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