CERTA - Family Estate Planning and Investment Advisory
Financial Services - , ,
CERTA - Family Estate Planning and Investment Advisory Employees
CERTA - Family Estate Planning and Investment Advisory Details
We are a Philippine-based company, which aims to help people achieve wealth through proper financial planning and money management.We consider ourselves to be a Financial Services - Social Enterprise firm due to the Philippines being part of the '30 least financially literate countries in the world' (Standard & Poor's survey of 140 countries) and also not having a Financial Literacy Strategy (ADB study).Our Services:ConsultationDo you have any financial concerns? You can talk to us and we will give you professional financial advice. Do you have any financial concerns on matters such as investing, insurance, budgeting, saving up for a goal, or building-up your emergency fund? You can talk to us and get professional, objective, and unbiased financial advice. The financial consultation can be done online through video or audio call.CheckupWe can calculate your net worth and analyze your cashflow. We will look for red flags that can affect your financial future. You will receive an action plan for the next 12 months on how to improve your finances. This is a complete financial diagnostics to determine problem areas in your finances.InvestmentWe can assess your investment portfolio and check if you're on the right track to hit your financial goals. We will design a sound and prudent investment plan to achieve these goals. Plus, you will receive tips and recommendations on how to manage and grow your portfolio.RetirementWe can create a cashflow and investment plan to ensure that you'll enjoy a comfortable retirement. You'll receive a simple and easy-to-follow action plan that includes retirement fund build-up and portfolio management as well as non-financial tools for to live your ideal retirement life.
