Showing posts with label bonds. Show all posts
Showing posts with label bonds. Show all posts

Tuesday, April 2, 2013

by: King San Jose Santos, RFP-LWM

  I believe the most sensitive in all topics is about wealth management. This concept is new to filipino's even though it already existed in the US since 1990's. Currently,we see free seminars  but what is the real score behind this promo's?
  Most Filipino's compare prices rather than checking the quality. This kind of concept does not apply and can be damaging when it comes to investments and topics about your wealth. Instead of helping you, it may limit your growth or even be a main reason for destruction in your finances instead of maximizing your full potential with the right products and strategies.

Related Blogs: 
* Attending Free Wealth Seminar
* UITF, Stocks, Mutual Funds? What is the best Investment?
* Keys to Financial Success

 TOP 10 TRUTH'S AND FACT'S why it is  better to acquire information and seminars from INDEPENDENT Wealth Managers rather than Financial institution with Financial Products.

1. It's a marketing strategy. It helps them rather than it helps you.
       -It is a fact that these "free" seminars are backed with financial products that they always sell to the public. People may realize in the long run  they lose more rather than they gain. We often call as a mask hiding the real face.

 Related blog:

 * Warning on Forex Scams
 * Keys to Financial Success

2. Independent Wealth managers and registered Financial planners are advocates of Truth.
       - The main objective is to help people regarding how they can maximize their full potential and how to  organize their wealth efficiently with the right products and right strategies. This will maximize their growth more than boxing yourself in one institution with 1 product in mind. Do you think they can advise you to buy their competitor even though it is best for you? The answer is definitely obvious.

 3. Wealth Managers tells 100% truth while they barely tell you the truth to protect their product.
     - It's another fact most financial institution tell people how great their product but barely show the truth about the performance. Their objective is to tell you about their services and how it can help you rather than focus on your financial health. Wealth managers objective is to help you. No added information or products.

Related Services:                                          Related Blogs:

* What is Wealth Management?                     * Future of Wealth Management in the country
* Investment Management                              * SJF Free Wealth Seminar


4.  You lose more money than you gain.
        - This is a fact that most people who get their information from wrong institutions ends up losing more opportunities. Their strategies revolves around the product rather than the client.

Related Blogs:

* Risking your future with advocates
* Investment Management in the Philippines
* 6 reason why you need an SJF Wealth Manager

5. They earn more than you do.
        - Filipino's should understand that people who gives free seminar sell products which in return earn through commission. This kind of system affects the growth of the client. Instead of helping them grow further, they limit themselves with existing strategies that will compliment the product.

6. They won't teach you FACTS that can affect the product during seminars.
         - This is a major fact. They will never teach you how you can choose the right products and strategies for you. The more informed clients would be, the more harder for them to sell you the product. We can compare it to a person drinking poison. This will be suicide if they will teach all the facts to you which are the IMPORTANT FACTORS in wealth management.

Related Topics:

 * Beware of forex SCAMS
 * Real Wealth Seminars
 * Attending Free Seminars in the Philippines
 * What is the best investment for you?
  7. Some are agents facilitating the seminars
        - We never like discriminating people but these are facts which we need to be conscious . Wealth management is very sensitive. This can affect your overall growth and the quality of your life. Getting information from the right people may help you gain more . Getting wrong information may contribute on your losses.
     
In summary

Change of concept and thinking. FREE IS NOT GOOD in fixing your wealth.

Filipino's should start changing their concept about quantity and quality. In handling your wealth, Quality is more important that quantity. Definitely, anything that can help or change your financial health is a definitely worth investing.

Related Resources:

 * What are Life goals?
 * Top 10 starting up tips
 * What is the best investment for Juan?

  SJF Fact survey shows that proper wealth management and giving just  right words and advice to a client can help them earn P1M minimum by 10 years with NO INVESTMENT AND CASH OUTLAY . They were able to do it by identifying some key problems and basic strategies in wealth management.

Related Services:

 * Understanding SJF Wealth Management in Investments
 * Keys to financial Success

 We hope this article can help clients choose the right service and the right people to get their information. Philippines is just starting to boom and this modern concept in wealth management is just new in our country.

 We assure you that SJF will be at your side to guide you in Investments and your finances.

If you want to know more about the FACTS and the REAL SCORE in investments and wealth management, attend our SJF Wealth Management.Register online via www.facebook.com/sanjosefinancials to register and reserve your slot or call our helpdesk at 78-99099 now.




Posted on 12:34 AM by Forex Private Asset Manager

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Wednesday, March 20, 2013



In the Philippines, SJF Wealth Management is a new service for Filipino’s. Wealth Management focuses mostly on an individual’s Total growth instead of a section of your life.
Some key Benefits acquiring an SJF WealthManagement Service.

•  Show you the direction you are taking.
  SJF Wealth Management System helps you see the whole direction of your life.  Warning you with possible scenarios that can affect your lifestyle and wellbeing.
•  Saves you money and makes you money.
 Our team makes sure the quality of work is accurate and precise.  We make sure the quality of work with SJF SEAL of QUALITY.
 We help clients save money and create more money.

Related Blogs:
*Tips on how to save money
*Easy way to get rich

•  Someone is looking after you
  From monthly expenditures  to future problems, SJF licensed Wealth Managers make sure our clients are prepared in scenarios that can affect their lives.

Related Links:
* What is Wealth Management
* Benefits of Wealth Management

• Helps you sort out the FACTS from the Sales Pitch.
  Client’s receive  all materials from insurance brokers, to bankers and real estate brokers. We sort out what you really need in life to achieve your goal.
• Can help you stop taking unnecessary risk.
  Invest in stocks heavily or Time deposits? SJF Wealth Management helps you maximize your investments with SJF PSG services.

Related Topics:
 *9 things to increase your income today
* Tips on how to save money

•Helps you avoid making costly financial mistakes
 SJF Risk management program protects you from wrong investments and minimize your mistakes.

Related Topics:
* What is Investment Management
* Top 10 Starting up tips
* Investment Management Services

• Can help you pay less in taxes
  We help you strategize on how to save paying too much from taxes legally and efficiently via our SJF Tax Planning Program.
• Makes the difference between your Financial Success and Failure.
  Client’s see the whole picture and understand if their strategies will help them grow further or will result in high risk.

Related Topics:
* Risking your life planning with brokers and advocates

• Pays for themselves many time what they contribute to your life.
  SJF Wealth Management contributes to our client’s lives are huge. Saving millions and maximizing your investments ,creating more wealth to our clients.

Related Topics:
*Benefits of Wealth Management
*Future of Wealth Management in the Philippines


• Helps you focus on the rest of your life and make it more enjoyable.
 SJF Wealth Management handles all your Financial Problems, investments and other personal requirement which helps you enjoy your life worry free.




Posted on 6:09 AM by Forex Private Asset Manager

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Tuesday, March 5, 2013


In every problems we have in our lives, we tend to go to professionals on how we can solve our problems or how to reach our objectives.

If you have a headache? You See your doctor.
If you have a toothache? You See your a dentist.
A money problem or investment problem? Well, that's when you might want to make the acquaintance of a good Licensed Wealth Manager.

Related Blogs:

*What is Wealth Management?
*What are the other services of Wealth Management?
*Investment Problem? NO PROBLEM WITH SJF
*Future of Wealth Management in the Philippines
*ABSCBN Hunk and COSMO supports Financial Literacy Advocacy of SJF
Maybe you've come into a large inheritance or your own income popped suddenly.
Maybe you gave birth to triplets or recently divorced. Maybe you just bought or sold a business. Or maybe you just feel uneasy about your money -- you're not sure where it's going now or how far it will take you in the future.
Whatever your money problem -- too much or too little -- A Wealth Manager can probably help.

Why do you need an INDEPENDENT WEALTH MANAGERS?

Independent Wealth Managers can recommend you the RIGHT PRODUCTS, investments and other financial products that YOU NEED rather than hear sales pitch from agents and brokers. Wealth Management is a very sensitive issue that can affect your future. You may be paying for insurance that you dont need or may be losing money with over investment.
Independent wealth managers also can give you reports what are best for your money rather than limit yourself in one institution or 1 bank.

Related Blogs:

* Free Wealth Seminar
* Schedule for Free Wealth Seminar
* SJF Wealth Management Seminar
* Secret Keys to Financial Success

No one can dictate the high probability of reverse trend in your finances which can affect not only yourself but you family as well."Many people don't realize that hiring a Wealth Manager" can be a good investment," says Gerri Detweiler, radio host and author of "Slash Your Debt." "If you find yourself letting important financial decisions go because you just don't seem to get around to them, you might want to talk to a Licensed Wealth Manager to get those jobs done."

Currently. there are free Wealth Management seminars SJF offer for first time clients. We strongly suggest to attend in one of the seminars before getting Wealth Management services.


Posted on 5:53 AM by Forex Private Asset Manager

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Sunday, March 3, 2013

Financial literacy is low in the Philippines. This is one of the main reason why we always hear clients being scammed in all walks of life including our government officials. Always remember, people offering a secured 10% per month is already questionable .
 In this in our mind SJF opened a new service to Filipino's and all over the world. SJF Investment Planning and Wealth Management is the first in the country that focuses not only in one investment material but consolidating all investment materials into 1 and aligning it to our client's goal.

What is Investment Management?

We would like to quote Marriott School identifying Investment Management
 "An investment Management Plan  creates a framework for every investment activity in which you will participate. It states what you will invest in, how you will invest, why you will invest, what percentage of your money you will invest, and so on. In short, your investment plan significantly affects your investment returns."

Related Topics:                                    Related Blogs: 

*What is wealth Management               * Keys to Financial Success
* What is Investment Management       * Top 10 Starting up tips
* What are your goals in life?                * 9 things you can do to increase your income

SJF is the first in the country that offers purely Investment Planning. This will secure our clients against risk and protect them from unwanted scenarios and unexpected risk that can affect their everyday life.

Investment Management is one of the most important aspect in Wealth Management. This can be implemented in the Philippines. SJF offer this prime service with our SJF Investment and Portfolio Planning 640 and International.It offers consultancy and investment planning for individuals. It helps the client design his or her own portfolio based on goals and objectives along with fundamental analysis of each investment they wish to acquire.

To know more about Investment Management, click here or visit our official website at www.sanjosefinancials.com for more details.

Time to be wise this 2013. Start SJF Investment Planning today and secure your future.

SUBSCRIBE TO OUR BLOG TO KNOW MORE ABOUT INVESTMENTS and WEALTH MANAGEMENT.

Posted on 7:08 PM by Forex Private Asset Manager

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Wednesday, February 27, 2013



A new Milestone in Philippines Wealth Management and Web Design.
San Jose Financials official web page, now upgraded. Ver 2.3

NOW ONLINE.


Our blogger site now also offers chat and inquiry service.

Related Blogs:

Posted on 5:58 PM by Forex Private Asset Manager

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Tuesday, February 26, 2013

Growing Philippines

 In today's market, Philippines starting to mature and comprehend the world of investments. They tend to crave for knowledge and understanding about financial instruments that can help them achieve their goals in life. Along with the interest in investments are the brokers. From real estate to insurance, we hear left and right offers in various instruments which confuses the public.


Driving your car blindfolded?

Life is like driving a car. You exert effort/energy to get to your destination but what happen if we drive blind folded? This is one mistake most working Filipino do. They continue to work and acquire financial instruments blind folded. They get most of their information from brokers which they often sell the material to them. The result? Either they don't need the material for their current situation or over acquisition of materials driving their growth slower or even in the opposite direction.

Related topic:                                                   Related Blogs:
* What is Wealth Management?                        * Keys to Financial Success
* Products for Wealth Management                   * Top 10 Starting up tips

Taking Financial advice from brokers and advocates

This is the latest trend in Philippines. Brokers and advocates are scattered in the metro claiming they have the right solution,formula or even product to help you grow. Pinoy's think they can save more money by attending advocates or brokers seminar with their product ending up with wrong solution making the situation worse.Some even pretend to be Financial planners and advocates.

"The best things in life are free except in Finance and if we talk about your money."

This is one attitude that Filipino can be relate . Looking for opportunities to save money but this concept is only applicable when acquiring assets. In service especially in Personal Finance, if you expect things are free, expect the performance of your portfolio is next to 0 or even in negative territory.

The quality of service and the investment in technology and hiring smart and highly qualified people doesn't come cheap. When we talk about Finance, investments and your money, quality is more important than being cheap or do you rather lose money?


 SJF Wealth Management and SJF Licensed Wealth Managers

SJF Wealth Management is new to the Philippines. This is one of the secret of rich countries why they were able to grow fast in small amount of time. SJF Wealth Management System is a  process  which a SJF Wealth Manager evaluates a client or investor's current financial state and balances future client's risk by computing the assets and liabilities and forecasting future values of the said class.

"Wealth Managers never sell any Financial Products such as insurance, estate,stocks,etc. They are only focused on your growth."


In simple term,SJF Wealth Management is the process of consolidating all your requirements. It computes how much you really need in your life. It also computes your current situation and even your risk. For short, it gives you the path you are taking.It can also alert you in changes in your lifestyle that may affect your family.

Related Topics:

*Understanding your goals in Life
*What is Wealth Management?
*Professional Service for Wealth Management

Related Blogs

*Keys to Financial Success
*Top 10 Starting up tips
*Tips on how to save money

Who creates the SJF Wealth and Asset Management Plan?

 SJF Wealth Managers are professional who prepares, compute and evaluates your current situation. They are the one who creates detailed strategy which help you maximize your full potential.

5 reasons why you need to hire an SJF Wealth Manager.

1. Retire early : Taking out vague hopes and non realistic goals, SJF Financial Planners can help you create real and effective retirement planning strategies that will give you early and Comfortable retirement.

2. Sleep soundly at night: Having an SJF Wealth Managers with you. You don't need to worry about anything. SJF Wealth Manager studies all your taxes, insurance, investments,tax planning and anything that can affect you as an individual.

3. Maximize profitability and minimize risk

  SJF Wealth Managers help you manage your own investments. They study all financial instrument that can affect your whole portfolio. Get professional consultation.

4. Less Spams and unwanted materials

  SJF Wealth Managers  make sure they help you reach your goals and dreams in life by proper planning and management of your hard earn money.

5. Open new businesses/Acquire properties worry free

 SJF Wealth Managers s help you prepare you for your goals and this includes  your business and properties. SJF Wealth Managers  helps you prepare through estate and financial planning. They can help  you start your business without affecting your current situation and future circumstances.

SJF Wealth Management can give you tons of benefits and can help you maximize your full potential. Have confidence in getting advice from the real professionals in Finance and Investments.
This can help you achieve your goal early and worry free.

For more information about SJF, visit www.sanjosefinancials.com





Posted on 5:19 AM by Forex Private Asset Manager

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