Book Your Session
Secure your appointment to embark on your financial journey towards prosperity. Let's get started.
Book Your Appointment Now
Frequently Asked Questions
Get clear, expert answers to your most important financial questions
How can I create a personalized investment plan for my future?
To create a personalized investment plan, start by setting clear financial goals and timelines. Assess your risk tolerance and choose investments that match your comfort level. Diversify across assets like stocks, bonds, and insurance to manage risk. Regularly review and adjust your portfolio based on market trends and life changes. Consulting a financial advisor can help you make informed decisions.
How can I reduce my debts while maximizing
savings?
Start by prioritizing high-interest debts and paying them off first. Create a budget to track expenses and cut unnecessary spending. Automate savings to ensure you set aside money before spending. Consider debt consolidation or refinancing for better repayment terms. Stay consistent and adjust your plan as needed to stay on track.
How can I align my investments with my financial
goals?
Define your financial goals, whether short-term, mid-term, or long-term. Choose investments that match your timeline and risk tolerance. Diversify your portfolio to balance growth and stability. Regularly review and adjust your investments as your goals evolve. Seek professional advice to optimize your strategy.
Who are your previous clients?
David Angway is a distinguished professional speaker renowned for his dedication to advancing financial literacy nationwide. With close to 50 organizations under his belt, he empowers individuals to make informed and effective financial decisions.
What retirement plan suits my financial situation
best?
The best retirement plan depends on your income, goals, and risk tolerance. Consider employer-sponsored plans, personal investments, and insurance options. Start early to maximize compound growth and tax benefits. Regularly review your plan to adjust for life changes. Consulting a financial advisor can help tailor the best strategy for you.
What is the best approach to managing and
preserving my wealth?
Diversify your investments to protect against market risks. Maintain a balanced mix of assets, including stocks, bonds, and insurance. Create an estate plan to ensure wealth transfer and minimize taxes. Regularly review your financial strategy to adapt to changes. Seek professional advice to optimize growth and preservation.
How can I schedule an appointment with your
financial consultants?
You can schedule an appointment through our website’s booking page. Call or email us for personalized assistance. Choose a date and time that fits your schedule. Virtual and in-person consultations are available. My team will confirm your appointment and provide next steps
Contact Us
0968-854-7326
116, Luz Building, 1229 Gamboa, Legazpi Village, Makati, Metro Manila
