Financial Literacy Campaign
Discover financial literacy best practices.
Many families fail to achieve the future they deserve because of a lack of knowledge on how to become financially independent. Great mentorship from people who achieved financial independence themselves is the biggest leverage any family could have. With the right mindset and discipline, we believe everybody is destined to win. We could all be Victors.
For the first time in the history of financial services, this most in-demand solution launched in the Philippines in 2017. It delivers the three benefits every family should have.
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 gives peace of mind that when something happens to us, our beneficiaries and dependents can have an equal shot in this life.
One horror story after retiring is that the lump-sum retirement fund goes to loans, home renovation, or hospitalization. The monthly pension is often the only thing people rely on — rarely enough to live a decent life while affording quality health maintenance amid inflation.
The danger of not being financially prepared is being hospitalized without comprehensive healthcare coverage. With this portfolio, all diseases can be covered. Our partner's healthcare service provides access to a wide network of providers and covers cardholders up to the age of 99 — for individuals or families of up to 5 members.
Our Story
My wife and I came from financially challenged families. My father worked overseas as a security guard and a swimming pool cleaner to support nine members of the family, while my mother-in-law had several hustles — from part-time tutorials to selling products — to support five members as a single mom. From nine years old, I woke up at 2AM every day to help my parents prepare chicken to sell in the market until I finished high school.
We are so blessed to have attended a financial literacy training in 2013. We learned that becoming financially independent may be a long journey, but families that aren't educated on how to begin will not make it. Statistics say only around 2% of the population reaches financial independence.
After five years of sacrifice and commitment to our strategy, we were able to leave our jobs and educate families full-time. We built portfolios across paper assets, real estate, businesses, and commodities. We're not finished — but we're on track toward our financial independence target.
Our Leadership
Campaigners who decided to become Managing Directors, located across the globe — helping families since 2013.
5,249
Families Educated
3,682
Portfolios Built
1B+
In Coverage Provided
Building Our Portfolios
Comparing and completing the best portfolios suitable for us and our loved ones.
Determining the right retirement budget that 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.
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 issues empty our long-term savings. An HMO Card, Critical Illness or Trauma Benefits, and Long-term Care are essential in completing our medical portfolios. Did you know a Health Card up to age 99 exists?
Asset Diversification
Understand and be guided on how to build other assets and preserve them.
True businesses should retain monetary value through time. You don't want to spend all your time building a business only for it to close because no one continues or buys it. Learn from people who built their business big in a short time and sold it at a value no one could imagine.
The return may be low risk, but the total capitalization required is relatively big. There is a need for proper guidance in venturing into real estate investments. A strategy for one may not necessarily apply to another.
Precious metals such as gold and precious stones such as diamonds are just a few of the many commodities that increase in value through time. You normally give these as gifts, but they can also buy you a property if necessary.
“So if you have not been trustworthy in handling worldly wealth, who will trust you with true riches?”
Luke 16:11
Register now and take the first step toward winning in life.
“If you were born poor, it's not your mistake. But if you die poor, it's your mistake.” — Bill Gates
Testimonials
Grateful to have amazing mentors guiding us toward financial independence. Through the training, we learned that even a small financial decision can have a big impact — and there's no better time to start working on your dreams than now!
Imee Valle
Registered Nurse, NSW, Australia
Because of the financial literacy WFMA teaches, I've become wiser in handling my hard-earned money. I will not forever be just an ordinary OFW — I'll make sure I leave a better future for the next generation in my family.
Lester Juanillo
Events Director, KSA
Attending WFMA's presentation opened our minds to achieving financial independence and maximizing stewardship. Coming across the concept of living on interest when we retire at a younger age is one of the best goals we set as a couple.
Reyson & Myla Royo
Accountant & Pharmacist, VIC, Australia
