What are the benefits of financial planning?
Creating a comprehensive financial plan helps you see the bigger picture – your short-term goals, medium-term goals and longterm goals. It makes a road map of where you are today to where you want to be in the future and how to go there. Having a Financial Plan will help you in making better financial decisions, maximize your investment returns and take advantage of potential tax savings. Together with a Financial Planner, you can plan for your dream business, prepare for your retirement and health fund, build for your kid’s college education. Having the right plan can ensure that you are prepared for life’s uncertainties, for your peace of mind and security.
More about us
WHO WE ARE
We are Financial Educators who can professionally mentor you in the world of personal finance and money management. Learn from every mentor thru our financial seminars, webinars and coffee sessions.
We are Financial Planners who can guide you in setting specific financial goals and help you achieve them. Sit down with a Financial Planner, a friend you can depend on in every life stage, giving expert opinion for crucial financial decisions.
We are Investment Brokers who can assist you in every step of Investing in Stocks, Mutual Funds, Variable Unit-Linked Plans and Real Estate. For your protection and peace of mind, only deal with licensed professionals by the Securities and Exchange Commission (SEC), Insurance Commission (IC) and the Professional Regulatory Commission (PRC).
We are Financial Literacy Advocates whose mission is to spread Financial Education, Awareness, and Interest. We envision a country of entrepreneurs and investors experiencing Financial Freedom in their lives.
Joseph Brian Noynay, CSR, CIS, REB, REA
Joseph Brian Noynay is personal finance speaker and investment mentor. An educator by heart, he is giving finance talks to schools, companies and even to marginalized communities as a financial literacy advocate. He is now a Registered Financial Planner graduate, a Certified Securities Representative (Stock Broker), Certified Investment Solicitor(Mutual Fund Broker), and a Licensed Real Estate Broker-Appraiser.
A cum laude graduate of BS Business Administration in University of the Philippines Diliman, Joseph Brian Noynay has worked for JPMorganChase Bank and Deutsche Bank for 4 years.
Learn What a Financial Professional Can Do for You
Whether you are dealing with major life changes, planning for retirement, or simply deciding where to invest and save your money, a iInvest can help you navigate all aspects of your finances. Select the category that best describes you, and learn what iInvest can do for you.
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Let’s Collaborate and Make Lives Better
Quality advice is hard to find, we get it. Personal Financial Planning focuses on providing sound financial advice for businesses and for individuals like you. We have a comprehensive approach that is focused on determining what is most prudent and beneficial for you.