Personal Finance Planner


I was invited by Budget Squad Manila to speak at their launching of their Personal Finance Planner last December 17, 2016 at 47 East, 47 Esteban Abada St, Loyola Heights, Quezon City. I shared the ideas about Money Behaviors where even we know how important to save, we still don’t do it. It’s really 80% Behavior and only 20% skills. It is not easy to really save without the right attitude that is why to create the right attitude you have to really inspect and monitor  your daily finances.

Budget Squad Manila advocates the importance of Financial Literacy that is why they came up an idea of creating a tool how to save with the right attitude. They created a Personal Finance Planner that can help you to monitor your daily expenses. The planner is really helpful for you to monitor your daily expenses thus you will know where your money goes by writing it down to a Personal Finance Planner.

Here are the pictures that I took of the Planner.




As a Financial Literacy Advocate, I believe this planner can help the user to be aware on the his/her daily expenses and the user can prioritize savings first than spending. It is important that you list down all your daily expenses for you to know where your money goes and at the end of the month you can compute how much did you save and how much did you spend. The planner is also an adult coloring book, it’s really awesome!

I also get a chance to meet the 2 founders of Budget Squad Manila. Namely, Michelle Pecsaden and Tefi Vicente. They have a passion to spread the importance of Financial Literacy to fellow Filipinos. They shared about the importance of saving money while you are young and earning.

The founders of Budget Squad Manila sharing ideas about saving.
Michelle on my right and Tefi on my left.

The Personal Finance Planner can help you to value your hard-earned money because it will teach you a mindset that saving should be at the top priority upon receiving your income.  In this regard, I am partnering with Budget Squad Manila on the distribution of their Planners and because I am Financial Adviser, I believe that this planner can help you to save properly.  I can personally guide you how to use the planner and you can get a free consultation from me about saving and how to grow your savings.

Follow the page of Budget Squad Manila at https://www.facebook.com/budgetsquadmnl/?fref=ts to learn also from their about personal finance.

I enjoyed attending the launching of the Personal Finance Planner and met new friends from this event.


Order your Personal Finance Planner from me for only Ph499!


You may reach me:

Archie M. Yuki
Financial Adviser,Investment Consultant and Insurance Specialist
The Insular Life Assurance Ltd.,Co.
4th floor Karina Bldg., No. 33 Shaw Blvd. Pasig City
Tel No. 571-3274
Mobile Number. 0917-5769607, 0923-4941362
Email Address: archieyuki30@gmail.com





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