PURSEpectives
A new way of looking at your personal finance!
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About Me
Hi there! My name is Benjamin Garcia, Jr., a financial advisor whose mission is to help develop financially wise Filipinos by building a strong financial foundation. This blog is about personal finance but not limited to insurance, mutual fund, UITF, the stock market, budgeting techniques to simple tips and techniques on how to manage your resources effectively.
I am affiliated with Sun Life of Canada, the first, oldest, and number 1 life insurance company in the Philippines. Our company has a wide array of life insurance and investment products.
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Financial Services
As a financial advisor, I help my clients achieve financial security. I assist them in creating, implementing and reviewing their financial plan.
Life-Stage Financial Planning
A Comprehensive Approach
My services are customized to meet the specific needs of each client. I work collaboratively throughout the entire process and guarantee measurable results. Contact me to find out how I can help today.
Financial Solutions
Insurance and Investment
It is important that financial needs be matched with appropriate product solutions to help address them. Do you want to find out about these solutions? Leave a message and I will gladly assist you in your financial journey!
Testimonials
What’s Being Said
It’s easy to claim that one is an expert when it comes to personal finance, in fact there’s a lot of them out there. These so called experts will dazzle you with mind boggling impractical applications and jargons that will make your nose bleed. Benj is different, he is a true expert in personal finance and he knows what he is talking about. His sincere and honest personal outlook on investments will really cause you to think about the way you are managing your money as he will tell you what you really NEED to know and not just the things that you WANT to know.
Gilbert Razonable
I learned so much from you Benj especially regarding insurance and investment vehicle which he thoroughly explained and he clearly laid down other options that will help us in our long term financial goal.
Jason Moran
Benj’s approach to finance is “user-friendly” making a complicated subject easy to understand with practical tips on how to invest your hard-earned money during these uncertain times.