Jon Herrera Investment Presentation - Financial Planning for Millennials and Filipinos
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Learn to create retirement plans, estate tax planning and financial freedom
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Jon Herrera Investment Presentation - Financial Planning for Millennials and Filipinos
- 3. My Services To You What can we do with the Money GROWTH PROTECT DISTRIBUTE
- 5. 1 Long term growth story of the Philippine is still very solid 2 Strong USD inflows from BPOs and OFW Remittances drive consumption & augment government fiscal position (In USD Billion) 3 The Philippines has now more money in its wallet than the amount it owes* 4 We are growing faster than our Asian Peers
- 6. 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.
- 7. 10 Years Comparison Philippines.HongKong.US In 10 Yrs Return Hong Kong 60% United States 60% Philippines 120% Source: https://markets.ft.com
- 8. 8 Years Comparison Philippines.HongKong.US In 10 Yrs Return Hong Kong 100% United States 150% Philippines 350% Source: https://markets.ft.com
- 9. Philippine Stock Market HOWS THE PH MARKET? US MARKET PH MARKET
- 10. US MARKET PH MARKET SG MARKET
- 11. US MARKET PH MARKET SG MARKET CHINA MARKET
- 12. US MARKET PH MARKET SG MARKET JAPAN MARKET CHINA MARKET
- 13. 7 years Cycle OIL PRICE SHOCK 54% 7 YRS BULLRUN 500% ASIAN CRISIS & DOTCOM BUBBLE 63% 3 YRS BEAR 7 YRS BULLRUN 270% US RECESSION 49% 2 YRS BEAR 7 YRS BULLRUN 345% 2YRS BEAR STOCK MARKET IN 28 YEARS
- 14. 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
- 16. Where do we growour money? OPTIONS: ROIInflation Growth 1. Banks 2.5% 1% -1.5% YES 2. Bonds 2.5% 3% +0.5% NO 3. Real Estate 2.5% 10% +7.5% NO Liquidity 4. Stock Market 2.5% 14% +11.5% YES
- 17. #CoachRussJuson Financial Freedom WHERE IS THE RISK? 40% 1.5 YEARS 400% In 6 Years
- 18. 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
- 20. 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
- 23. How do we protectour money? OPTIONS: Guaranteed Protection 1. Time Deposit P500,000 PDIC 2. Bank Managed Fund NONE 3. FWD Managed Fund 125%
- 25. How to distribute our asset?
- 26. Who are we? How superior we are from the others. GROWTH PROTECT DISTRIBUTE
- 27. Insurance + Fund Manager Our Trusted Partners for Financial Success
- 28. 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
- 29. Fastest Growing Insurance Company in PH According to Insurance Commission http://www.insurance.gov.ph/Enter PH in 2014 2014: 2015: Rank 29th http://www.insurance.gov.ph/: 2014 Ranking Rank 13th http://www.insurance.gov.ph/: 2015 Ranking
- 30. TOP 3 FOR PAID IN CAPITAL According to Insurance Commission http://www.insurance.gov.ph/ Rank 3rd http://www.insurance.gov.ph/: 2015 Paid In Capital
- 31. 2015 Bank of the Year 20% Owned by MUFG 5th largest Bank of the Philippines
- 32. PSEi
- 33. PSEi Sun Life
- 34. PSEi Sun Life Philam Life
- 35. PSEi Sun Life Philam Life Security Bank
- 36. PSEi Sun Life Philam Life Security Bank BPI Equity
- 37. Fund Top 5 Holdings 1. Ayala Land 2. PLDT 3. Ayala Corp 4. JG Summit Holdings 5. URC 12% Money Market 88% Equity
- 39. ALL SET HIGHER (Single Premium VUL) Growth Protection Distribution 18% p.a. Cheapest way to distribute WEALTH ZERO Tax Expense 125%Guaranteed Life Insurance
- 40. ALL SET HIGHER Is a one pay investment with life insurance plan that let you maximize your money’s growth potential High Growth Potential Flexibility Life Insurance Guarantee 0% Entry Fee Professionally Managed Diversified Portfolio No Tax Loyalty Bonus
- 41. THANK YOU!
Editor's Notes
- 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.
- 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.
- 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.