Destined to Win in Life - Discover Financial Literacy Best Practices
Many families fail to achieve a wonderful future they deserve, because of the lack of knowledge on how to become financially independent. In our campaign, it is the reason why we want to win in life that drives us to be the best in handling our finances. Great mentorship from the people who achieved financial independence themselves is the biggest leverage any family could have. With the right mindset and discipline in following instructions, we believe everybody is destined to win in life. The fight against the pattern of poverty in every generation had been won. We could all be Victors.
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Protection + Investment for Retirement + Health Card up to age 99
For the first time in the history of financial services, because of the partnership of our company with one of the giants in the industry, this most in demand financial solution was launched in the Philippines last 2017. Yes, if you haven't heard about it, you are missing out on the most important aspect of health in this portfolio. This financial solution will give the 3 important benefits every family should have:
Income Protection
Majority of us are bread-winners in the family. We cannot imagine if our income suddenly stops, because of the responsibilities we shoulder regularly - daily food, education, and emergencies. Income protection will give us peace of mind that when something happens to us, our beneficiaries, especially the our dependents, can have an equal shot in this life, as if we are still living to provide for them financially.
Quality Retirement
One of the many horror stories of many people after retiring is that the lump sum retirement fund goes to payment of loans, some for renovation or completion of their house, and most to their hospitalization expense. The monthly pension is the only thing majority rely on, which is not even enough to live a decent life considering being able to afford a quality health maintenance and lifestyle just because of the inflation.
HMO Coverage up to Age 99
The danger of not financially prepared is to be hospitalized without a comprehensive healthcare coverage. All the savings can suddenly just go to the hospital. With this portfolio, with confidence, all diseases can be covered. Our partner's healthcare service provides with access to a wide network of healthcare providers and covers the card holder/s up to the age of 99. There are options for individual or for family. Up to 5 members can be HMO card holders.
Our Story
My wife and I came from a financially challenged family. My father had to leave and work overseas as a security guard and as a swimming pool cleaner to support 9 members of the family, while my mother-in-law had several business hustles from part-time tutorial to selling different products in order to support 5 members of the family as a single mom. From 9 years old, I used to wake up at 2AM in the morning, everyday, to help my parents prepare the chicken to be sold in the market until I finished high school.
We are so blessed to have attended a financial literacy training in 2013 which talked about how to be financially independent. We found out that it may be a long journey, but if families will not be educated how to begin, then they will not make it. Statistics say that only around 2% of the population makes it to financial independence. Being focused in learning and applying what we learned, after 5 years of sacrifices and commitment to our financial strategy, my wife and I were able to leave our jobs and do the business in educating families full-time. We maximized the opportunity and increased our cash flow. As a result, we were able to build more portfolios in (1) paper assets, (2) real estates (3) businesses and (4) commodities. We are not yet finished, but we are in a good position to say, "We are so grateful to this company, we are on track towards our financial independence target."
Our Leadership
Who We Are
Campaigners Who Decided to be Managing Directors Located Across the Globe
Our Campaign
What We Do
Helping Families Since 2013
5,249
3,682
128.8M
Building Our Portfolios
Comparing and Completing the Best Portfolios Suitable for Us and Our Loved Ones
Retirement Fund to Live on Interest (LOI)
Determining the right budget for retirement which incorporates the inflation rate is the starting point of understanding how much we need to live on interest. There are many ways to accumulate wealth for retirement but cash is king.
Educational Portfolio
While student loans are available, there is a strategy to maximize returns from investment and protection with the best available Educational Portfolio in the market.
Health Solutions
Health issues empty our long-term savings. HMO Card, Critical Illness or Trauma Benefits and Long-term Care are essential in completing our Medical Portfolios. Do you know that a Health Card up to age 99 exists?
Asset Diversification
Understand and Be Guided on How to Build Other Assets and Preserve Them
Business as an Asset
True businesses should have monetary value through time. You don't want to spend all your time building your business, and just because no one would like to continue in the family or buy it externally, it will simply close down. Learn from people who build their business big in a short time and was sold at a market value no one could imagine.
Real Estate Investment
The return may be low risk but the total capitalization required is relatively big. There is a need for a proper guidance in venturing to Real Estate Investments. A strategy of one may not be necessarily applicable for the other.
Commodities
Precious metals such as gold; precious stones such as diamonds - these are just a few of the many commodities which increase its value through time. Yes, you normally give these as gifts, but they can also buy you a property if necessary.
Sharing is caring.
Invite with a heart.
"So if you have not been trustworthy in handling worldly wealth, who will trust you with true riches?"
Luke 16:11
"If you were born poor, it's not your mistake. But if you die poor, it's your mistake." - Bill Gates
"Our mentors guided us with the proper financial strategy that best fits for us, for FREE, that's why we will surely pay it forward."
- Victors Leadership
Our Associates & First Time Attendees Say
"Why did I only know all of these now?"
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"I have attended many financial literacy trainings like this already, but this is a lot better."
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"I wish my parents knew this when they were still young."​
Common Feedback from Training Attendees
Imee Valle, Registered Nurse, NSW, Australia
“Grateful to have amazing mentors, who are guiding us in becoming financially independent. Through the financial literacy training, we learned that even a small financial decision, specifically about Super fund, can have a big impact in your life, and there’s no better time to start working on your dreams than now!”
(Imee and her husband attended the Financial Literacy Presentation and Financial Lifestyle Strategy on August 3, 2022)
Lester Juanillo, Events Director, KSA
"Because of the financial literacy that WFMA teaches, I become wiser in handling my hard-earn money. I will not be forever just an ordinary OFW, and I will make sure I have something to leave a better future for the next generation in my family."
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(He attended the Financial Literacy Presentation on January 28, 2022 and immediately invited many OFWs in KSA.)
Reyson & Myla Royo, Accountant & Pharmacist, VIC, Australia
“Attending WFMA’s financial literacy presentation opened our minds to achieving financial independence and maximizing financial stewardship. As empty nesters, we used to think that our finances will be good after our children’s graduation and full time employment. However, coming across the financial concept of living on interest when we retire at a younger age is one of the best goals we set as a couple.”
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(The couple attended the Financial Literacy Presentation last December 2020)
Contact Us
7th Floor Salcedo Building, 126 L.P. Leviste Street, Salcedo Village, Makati, Metro Manila, 1227, Philippines
Sanctuary Lakes Resort, Point Cook, Victoria 3030, Australia