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FINANCIAL FREEDOM FOR FILIPINOS AND OFWS

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FINANCIAL FREEDOM FOR FILIPINOS AND OFWS

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Limtiless Coaches and Russ Juson discussed his life story and his advocacy for the Filipinos and Financial Freedom

https://www.facebook.com/jonherreralimitless/?fref=ts
https://www.facebook.com/LifeCoachRuss/?fref=ts

Limtiless Coaches and Russ Juson discussed his life story and his advocacy for the Filipinos and Financial Freedom

https://www.facebook.com/jonherreralimitless/?fref=ts
https://www.facebook.com/LifeCoachRuss/?fref=ts

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FINANCIAL FREEDOM FOR FILIPINOS AND OFWS

  1. 1. #CoachRussJuson Financial Freedom Financial Freedom workshop #CoachRussJuson
  2. 2. #CoachRussJuson Financial Freedom
  3. 3. #CoachRussJuson
  4. 4. #CoachRussJuson Financial Freedom PURPOSE Share significant role of Personal Financial Planning to achieve Freedom; Share some concepts & steps to meet Financial Goals & Dreams; Create action plans to implement after the workshop.
  5. 5. Philam Life confidential and proprietary information. Not for distribution.
  6. 6. Philam Life confidential and proprietary information. Not for distribution.
  7. 7. #CoachRussJuson Financial Freedom RUSS JUSON-Life Coach -Financial Wealth Planner -International Registered Financial -Consultant, ARFC – Cum Laude -Registered Estate Planner (REP)
  8. 8. #CoachRussJuson Financial Freedom
  9. 9. Philam Life confidential and proprietary information. Not for distribution. ENJOYING LIFE EXPERIENCE
  10. 10. #CoachRussJuson Financial Freedom 4 years ago in Guam March 2015 Baguio Europe Cruise June 2015 Dos Palmas Palawan June 2015 Davao Japan Denver, CO Mactan Shangrila ManilaDenver, CO Quality & Quantity Time with Family & Friends
  11. 11. #CoachRussJuson Financial Freedom 54% 36% 5% 4% 1% 100 People After Working From Age 25 -Age 65 Dependents WorkingDeceased OK ($1 Million) Wealthy ($5Million) Source: SmartMoney, 2001 Why do 95% Fail when it comes to their finances? 1. No Financial Education 2. No Financial Game Plan 3. No Financial Coach
  12. 12. #CoachRussJuson Financial Freedom Personal Advocacy Nanay Mila 72 Years Old My Mother 72 Years Old
  13. 13. #CoachRussJuson Taking on an overwhelming amount of (bad!) debt Believing that the OFW life will last forever Depending on their relatives to manage their finances Don’t want to be an OFW forever?
  14. 14. #CoachRussJuson Financial Freedom My Value as a Wealth Planner I can protect the innocent when someone dies prematurely so that people can have peace of mind.I provide people with worry-free retirement with an income they can outlive so they maintain their independence. I can protect that income when they get sick so that they can maintain their dignity & provide legacy when they die.
  15. 15. Declaration “I am building a Money Machine and its purpose is to give me income for life without working!” Declaration “I am building a Money Machine and its purpose is to give me income for life without working!”
  16. 16. #CoachRussJuson Financial Freedom Agenda Share Wealth Creation Instruments Share Protection Concepts Professionally Coach you with Financial Freedom Program We are not here to sell you any products and we want to SERVE you Through Financial Wealth Planning.
  17. 17. #CoachRussJuson Financial Freedom Simple Request • Phones on Silent Mode Participate and respond actively 100% • Take concepts presented and apply what ever is applicable to your own life. Choose to HAVE FUN!!
  18. 18. #CoachRussJuson Financial Freedom Affirmation
  19. 19. #CoachRussJuson Financial Freedom Affirmation
  20. 20. #CoachRussJuson
  21. 21. #CoachRussJuson Financial Freedom Three Aspects of FINANCIAL FREEDOM Managing Money Growing Money Earning Money
  22. 22. #CoachRussJuson Financial Freedom Three Aspects of FINANCIAL FREEDOM Earning Money Managing Money Growing Money
  23. 23. #CoachRussJuson Financial Freedom What is your Dream Monthly Income? How much is your Actual Monthly Income? What do you think the Gap represents? Earning Money
  24. 24. Philam Life confidential and proprietary information. Not for distribution. #CoachRussJuson
  25. 25. #CoachRussJuson Financial Freedom Recommendation 1. Be grateful with where you are and give your BEST.
  26. 26. #CoachRussJuson Financial Freedom Recommendation 2. Explore VEHICLE that is aligned to your Dream Income and matches what is natural for you.
  27. 27. #CoachRussJuson Financial Freedom Recommendation 3. Work on a GROWTH plan to be the best of the best in your chosen field.
  28. 28. #CoachRussJuson Financial Freedom
  29. 29. #CoachRussJuson Financial Freedom Recommendation 4. Find a great role model and seek for MENTORSHIP
  30. 30. #CoachRussJuson Financial Freedom Recommendatio n5. Be Aware of your LIMITING BELIEF SYSTEMS about Money.
  31. 31. #CoachRussJuson Financial Freedom Managing Money Three Aspects of FINANCIAL FREEDOM Earning Money Growing Money
  32. 32. #CoachRussJuson Three Aspects of FINANCIAL FREEDOM 2. Managing Money Reality Check: How do you spend/allocate your Monthly income? Write Items & it’s Corresponding amount. What’s your REGULAR amount of SAVINGS? ✓
  33. 33. #CoachRussJuson Principle #1 - Pay Yourself FIRST now!
  34. 34. #CoachRussJuson John Peter
  35. 35. #CoachRussJuson - 1,250,000 2,500,000 3,750,000 5,000,000 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 AccummulatedSavingsat10% Age John Peter John Peter 4,748,626 2,729,544
  36. 36. #CoachRussJuson Principle #2 - Be clear with your Purpose Pain o Tired of not having Enough o Not giving the best life for people who I love o Growing Old dependent on others Pleasure • Freedom (lifestyle) • Honor myself & those who I love by giving them BEST LIFE • Contribution • Glorify God My Creator
  37. 37. #CoachRussJuson Principle #2 - Develop the Money Habits Broke People Rich PeopleMiddle Class
  38. 38. #CoachRussJuson Broke People Spending Habits
  39. 39. #CoachRussJuson Middle Class Spending Habits Priority is to upgrade LIFESTYLE by buying Liabilities (anything That cost you money)
  40. 40. #CoachRussJuson Rich People Spending Habits Priority is to buy ASSETS (anything that brings in Profit) MONEY AT WORK CONCEPT
  41. 41. #CoachRussJuson Three Aspects of FINANCIAL FREEDOM 2. Managing Money Action Plans: Decide on one change you want to embrace as a new money habit. How much Money will I Commit to Save REGULARLY to start my financial Freedom Plan? 1 2
  42. 42. #CoachRussJuson Financial Freedom Managing Money Three Aspects of FINANCIAL FREEDOM Earning Money Growing Money
  43. 43. #CoachRussJuson Growing Money
  44. 44. #CoachRussJuson Most Popular way of Growing Money Bank Products: Time Deposit
  45. 45. #CoachRussJuson Most Popular way of Growing Money Bank Products: Time Deposit
  46. 46. #CoachRussJuson Beat Inflation Rate
  47. 47. #CoachRussJuson Step 1 - Know your Investment Priority
  48. 48. #CoachRussJuson What People Do? LOI DREAM LIFESTYLE
  49. 49. #CoachRussJuson What People Do? BROKE!
  50. 50. #CoachRussJuson Step 2 - Build your FF FOUNDATION
  51. 51. #CoachRussJuson Protect the Most Important Asset BREAD WINNER MONEY MACHINE
  52. 52. #CoachRussJuson Dying To Soon Foundation: Protection Investment
  53. 53. #CoachRussJuson Foundation: Protection Investment
  54. 54. #CoachRussJuson AccidentDying To Soon Foundation: Protection Investment
  55. 55. #CoachRussJuson Foundation: Protection Investment Automobile 27% Jeepney 19%Tricycle 11% Motorcycle 21% Other 4% Bus 8% Truck 11%
  56. 56. #CoachRussJuson Critical Illness AccidentDying To Soon Foundation: Protection Investment
  57. 57. #CoachRussJuson CI Facts: Age 50 (1 out of 3)/ Age 60 (2 out of 3)
  58. 58. #CoachRussJuson Living Too LongCritical Illness AccidentDying To Soon Foundation: Protection Investment
  59. 59. #CoachRussJuson Trend : Longer Life Expectancy
  60. 60. #CoachRussJuson Protection: Investment Life Insurance is the only substitute to meet the Future Financial Needs
  61. 61. #CoachRussJuson Financial Freedom PJ - BreadwinnerPJ’s Family Lola Inday 62 years Old Afford ko ba yan?
  62. 62. #CoachRussJuson Financial Freedom Retirement with Protection Plan PJ @ Age 21 Budget PhP1,500.00/Month Retirement Fund @ age 60 @ 4% = 378,871 @ 8% = 9,080,192 @12% = 26,921,101 Age 21 Age 31 Age 100Age 70Age 60 Coverage of PHP 500,000 Critical Illness Cover of PHP 250,000 PHP 1,500/month for 10 Years Afford ko ba yan?
  63. 63. VARIABLE UNIT-LINKED PRODUCT (GIO) How does it work? VUL
  64. 64. #CoachRussJuson Educational Fund
  65. 65. #CoachRussJuson HMO
  66. 66. #CoachRussJuson What People Do?
  67. 67. #CoachRussJuson Growth Investment Stock Investments
  68. 68. #CoachRussJuson Madaming Nalugi sa Stocks?
  69. 69. 0 4,000,000 8,000,000 12,000,000 16,000,000 InMillionsPhp PSE Index Actual Returns in 32 Years Where will 1 Million go? Equity Return 14.3M Php 1 Million
  70. 70. 0 10,000,000 20,000,000 30,000,000 40,000,000 50,000,000 InMillionsPhp Where will 1 Million go? Equity Return 37M Php 1 Million Actual Returns in 21 Years
  71. 71. Actual Asset Comparison in 19 Years Where will 10 Million go? 0 25,000,000 50,000,000 75,000,000 100,000,000 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 InMillionsPhp sda bonds balance equity 92.3M Php Equity 18.56% p.a. 15.95% p.a. 4.38% p.a. 10 Million 72.8M Php Balance 29.5 Php Bonds7.54% p.a. 19.8 Php Special Deposit Accounts
  72. 72. Philippine Economic Forecast Where are we heading? The Centre for Economics and Business Research said that Philippines will be in the Top 30 world Economies by 2028 IHS Global Insight believes the Philippines is on track to become a $1-trillion economy by 2030. Goldman Sachs estimates that PHL will be 14th largest economy in the world in 2050 HSBC forecasts that PHL will be 16th largest economy in the world, fifth in Asia and Number 1 in Southeast Asia in 2050.
  73. 73. #CoachRussJuson Growth Investment As LOW as PhP5,000.00 INVESTMENT!
  74. 74. #CoachRussJuson Five Pillars of Investment SAFETY TAX ADVANTAGE RETURN PROTECTION LIQUIDITY SAFETY
  75. 75. #CoachRussJuson Five Pillars of Investment SAFETY RETURN TAX ADVANTAGE PROTECTION LIQUIDITY BANK X OK TRAD’L BUSINESS ? ? X X ? REAL ESTATE OK OK X X ? VUL OK OK OK OK OK
  76. 76. #CoachRussJuson Pacific Century Group Vietnam Japan Singapore Malaysia Shanghai PineBridge Investment Global asset under management - US$ 72.9 billion FWD Group: US$ 10.9 billion Total Assets of 2014 Li Ka Shing Geographical Footprint
  77. 77. #CoachRussJuson 2015 Bank of the Year 20% Owned by MUFG 5th largest Bank of the Philippines
  78. 78. #CoachRussJuson Financial Freedom PSEi
  79. 79. #CoachRussJuson Financial Freedom PSEi Sun Life
  80. 80. #CoachRussJuson Financial Freedom PSEi Sun Life Philam Life
  81. 81. #CoachRussJuson Financial Freedom PSEi Sun Life Philam Life Security Bank
  82. 82. #CoachRussJuson Financial Freedom PSEi Sun Life Philam Life Security Bank BPI Equity
  83. 83. #CoachRussJuson Step 4 - High Risk Investment
  84. 84. #CoachRussJuson Step 4 - High Risk Investment Traditional Business
  85. 85. #CoachRussJuson Step 4 - High Risk Investment Trading Stocks
  86. 86. 85% LOSS AVERAGE TRADER and NEWBIE GAIN 15% TONY HERBOSA WARREN BUFFETT GEORGE SOROS EDWARD LEE FUND MANAGERS
  87. 87. #CoachRussJuson Step 4 - High Risk Investment COMMODITIES TRADING FOREX TRADING
  88. 88. #CoachRussJuson Invest until you are Living on Interest LOI DREAM LIFESTYLE
  89. 89. #CoachRussJuson Financial Freedom Principles 1. Spend less than you earn and invest the difference. 2. Reinvest your returns for compounded growth. 3. Reach a critical mass of investment capital that creates the annual income you want. The reason to invest should be “To have income for life without working.”
  90. 90. #CoachRussJuson Kaya ko ba yan? Age Started: 20 years old Monthly Savings: P1,500.00 Annual Savings: P18,000.00 Instrument: Mutual Funds Average Historical Performance: 18%/year
  91. 91. Philam Life confidential and proprietary information. Not for distribution.
  92. 92. #CoachRussJuson Age Started: 20 years old Monthly Savings: P1,500.00 Annual Savings: P18,000.00 Instrument: Mutual Funds Average Historical Performance: 18%/year Total Amt Saved: P828,000.00 COMPOUNDED GROWTH PHP238M
  93. 93. Philam Life confidential and proprietary information. Not for distribution. DREAM LIFE STLE #CoachRussJuson
  94. 94. #CoachRussJuson Three Aspects of FINANCIAL FREEDOM 1. Earning Money 2. Managing Money 3. Growing Money
  95. 95. #CoachRussJuson You NOW have this GOLDEN OPPORTUNITY…
  96. 96. #CoachRussJuson Next Steps: Options
  97. 97. #CoachRussJuson

Notes de l'éditeur

  • DIFFERENTIATION

    FWD is a fresh and innovative approach to life insurance with the vision of changing the way people feel about insurance, apart from Financial Strength and Wealth Management Expertise, I also decided upon FWD as a partner because of the clear vision of not just being a challenger brand but a very different type of life insurance company that has customers at the heart of its business.

    FWD leverages on technology to ensure an excellent customer experience and focuses on lifestyle continuity rather than just talking about death.

    For all these reasons and more I have made FWD my partner in my business, with your help I hope to make FWD as your partner as well in achieving your financial goals for the future.
  • WEALTH MANAGEMENT EXPERTISE

    Pacific Century Group has three main pillars of business:

    Property and Real Estate
    Financial Services
    Telecom Media & Technology

    FWD is under the financial services business along with Pinebridge Investments, the global asset management business with 72.9 Billion USD of Assets under management

    We are located in Hong Kong, Macau, Thailand, Indonesia and in the Philippines and have also established strong bank partnerships in the region, along with Security Bank in the Philippines.

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