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Volunteer financial advisors

proudtobepinoy · 49 · 6982

proudtobepinoy

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on: Mar 15, 2014, 06:56 AM
Is there an organization that does this?
I mean giving financial advice to people for free, not through seminars, but rather 1 on 1?


SirZap

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Reply #1 on: Mar 16, 2014, 11:54 AM
ang alam ko yung nagbibigay ng libreng advise eh yung financial advisors na may binebentang insurance+vul. kasi they will asess your situation for free at kikita sila sa benta nilang insurance

yung kasing financial advisors na nagpapabayad via financial plan for you dun sila kumikita sa mismong plan na ginawa nila


proudtobepinoy

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Reply #2 on: Mar 17, 2014, 12:07 PM
Gusto ko sanang magvolunteer as a financial advisor that doesn't ask a fee kaya I am asking if mayroon kayang organizations ang gumagawa ng ganito


wilch23

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Reply #3 on: Mar 17, 2014, 11:58 PM
You can start one right here right now.


chinito77

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Reply #4 on: Mar 18, 2014, 02:56 AM
Very true, start one here.  :applause:

A lot of people here are eager to share and advice for free. Even me if I have some inputs.  :welcome:


vhinsent08

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Reply #5 on: Mar 18, 2014, 04:23 AM
if your from dubai  mentor me


proudtobepinoy

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Reply #6 on: Mar 18, 2014, 09:52 AM
If I start one...

ang plano ko kasi sana to help people through one on one sessions instead of group gatherings and seminars
That way I can help person to person because I believe each person has different needs and financial situations and goals
I don't intend, however, to manage their money for them pero I will guide them and teach proper money management so they will be able to manage their own finances properly
Parang tutor lang, pero it will be free.


SirZap

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Reply #7 on: Mar 19, 2014, 05:49 AM
questions:
1. taga-saan ka proudtobepinoy?
2. saan at kailan pwede kang-imeet?
3. anong qualifications mo para magturo?
4. kung libre ituturo mo, may ibebenta ka ba o hihingin na puhunan kapag ang-tutor ka?


proudtobepinoy

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Reply #8 on: Mar 19, 2014, 06:08 AM
1. Cainta area, working in makati so I prefer meet ups on makati
2. Weekdays on lunchtime
3. Financial management graduate, working na, and may experiences na ako in handling my own cash
4. libre consultation/tutorial, wala po akong binebenta.


INDO

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Reply #9 on: Mar 19, 2014, 07:08 AM
1. Cainta area, working in makati so I prefer meet ups on makati
2. Weekdays on lunchtime
3. Financial management graduate, working na, and may experiences na ako in handling my own cash
4. libre consultation/tutorial, wala po akong binebenta.

ayos yan proudtobepinoy :)

mas prefer mo ng one-on-one, naku baka may magseselos nyan :D


SirZap

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Reply #10 on: Mar 19, 2014, 07:33 AM
pwedeng maki-sit-in? para makakuha ako ng pointers...:D pero hindi ako pwede ng lunctime kasi pang-gabi ako.

to be honest, gusto ko ng ganyang style. pero kasi kung ako gagawa, yung maramihang seminar , bigay yung general/basic, then kung gusto ng personalized then after the seminar gagawin.

eto sample nung naisip ko before: (actually may nagtanong sa akin kung pwede mag-invest at mag-save at the same time)

in general kasi we are told by financial advisors to save at least 3 to 6 months bago mag-invest. so paano kung yung iba gusto agad mag-invest sa stocks while savings. so ang diskarte save 10%, invest 10% sa stocks.


so parang ganyan ang pinanggalingan nung naisip ko.


proudtobepinoy

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Reply #11 on: Mar 19, 2014, 09:45 AM
pwede rin po, basics seminar as general introduction then consult consult na lang after

regarding sa emergency funds, well in general rule talaga is 3 to 6 months worth of expenses pero I believe 3 months worth of expenses is more than enough already for some people but for some saving 6 months worth of expenses may not be enough.
In other words talaga I believe when it comes to financial and money management it's a "different strokes for different folks" type of thing


wilch23

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Reply #12 on: Mar 19, 2014, 02:06 PM
More info for interested people's benefit:
1. Your age?
2. What financial instruments do you currently or recently owned? And for how long? Gain?
3. Who's your current employer?

Many thanks


proudtobepinoy

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Reply #13 on: Mar 19, 2014, 02:40 PM
1. 21 going 22 this year (I hope this is not too young)
2. Stocks, Forex, and Mutual Funds UITF, I have started learning since college, third year, did some Fundamental analysis (after all our thesis is an Investment Research of a company) and also learning outside of school. My first investment is Mutual Funds.
Gain for the short term? I prefer to view the long term actually. I wont to give advice which stocks to buy or when to sell.
3. Financial Services Software company based in Makati (ayoko ngang sabihin baka may ka-office mate pala ako dito sa PMT, sasabihin ko na lang kapag nagmeet na kami


bauer

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Reply #14 on: Mar 19, 2014, 04:29 PM
eto sample nung naisip ko before: (actually may nagtanong sa akin kung pwede mag-invest at mag-save at the same time)

in general kasi we are told by financial advisors to save at least 3 to 6 months bago mag-invest. so paano kung yung iba gusto agad mag-invest sa stocks while savings. so ang diskarte save 10%, invest 10% sa stocks.
 

Pwede naman yang 10% invest and 10% savings for emergency fund.  Kaya lang if your funds are starting from a low base, say 10k a month, medyo mahirap pagsabayin.  It's better to keep a full 100% savings plan first.  anyway mahirap mag aral ng investment sa loob lang ng 6 na buwan so it is better mag aral muna while saving.  then mag ipon uli ng investment fund bago sumabak sa different financial instruments na gusting pasukan.


 


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