Free Financial Planning

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We know that your needs are as unique as you are. That is why we in AXA Philippines are redefining the way we do things to better provide you with financial solutions that are perfectly suited for you. And no matter where you are in your life’s journey or whatever your preferences are, we give you what you need.

I'm your AXA Financial Advisor. For free financial planning proposals, please contact me at 0922-9410412.

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You need to save up for the future and protect your income from any untoward happening. But because of your fast-paced lifestyle, you don’t have much time to spend figuring out complicated financial instruments. You just want to get it straight and easy, without leaving a big dent in your pocket. AXA Philippines gives you what you need with our easy and affordable eXentials products. So that you can focus more on what matters to you now—your family, career, and getting most out of life.

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Your needs are evolving as much as your family is growing. With your kids progressing in their education, your small business being ready for expansion, or your retirement coming soon, you just can’t leave to chance the charge of safe-guarding your financial future. You need the help of a professional financial partner who will show you the way to achieving your goals. AXA Philippines gives you what you need through financial solutions as they are customized with you with the use of our proprietary Financial Needs Analysis tool.

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You are at the prime of your financial standing. But you’re too preoccupied managing your business and other ventures that you have no time to personally attend to diversifying your investment portfolio. AXA Philippines gives you what you need through our Wealth Management services. We have the instrument and the expertise to help you vary and expand your net worth, so that you can continue to pursue your passions.

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What is life?
It is the flash of a firefly in the night.
It is the breath of a buffalo in the wintertime.
It is the little shadow which runs across
the grass and loses itself in the sunset.
- Crowfoot, Blackfoot warrior and orator 1830 - 1890

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Now we have this type of fund and first in the country!


Global Advantage Fund

A first U.S. dollar-denominated equity fund invested in the NASDAQ 100 index that is available in the Philippine life insurance market. The NASDAQ 100 comprises 100 of the largest non-financial companies listed in the NASDAQ.


OT: Happy Birthday to Me!

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Financial planning is a process - a process where you stop working for every peso and learn to start putting your money to work for you. The first step is to gather and analyze data about your income and expenses, taxes, insurance coverage, retirement plans, wills, trusts, investments, and other information that is pertinent to your overall financial situation. The next step is to set realistic goals, identify key financial issues concerning those goals, and implement specific strategies for achieving your goals. These strategies may include building an emergency fund, establishing a spending and savings plan, beginning or adjusting an investment program, purchasing disability or long-term care insurance, drafting a will, establishing a trust or developing a business succession plan. The last step in the financial planning process is to periodically review and, if necessary, revise your plan.

The financial planning process is not a "one-size-fits-all" package. It is a set of goals and strategies tailored to meet your specific values, abilities, and needs.

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Fun is like life insurance; the older you get, the more it costs.
-Kin Hubbard

I believe everyone is aware this. You may give me a buzz to bhedigen.joseph@gmail.com if you want a proposal about your financial needs. But it would be better for us to meet and discuss everything personally. Just contact me at 0922-9410412, at your service.

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A financial plan is all about the present. It doesn't evolve. As financial advisors, we understand that. We're not only keeping our eye on the present but we're vigilant about looking toward your future.

Financial advocacy is the cornerstone of our relationship with you. We help you fully understand what your position is today and best way to reach your goals for the future. From preparing retirement projections, assisting with college planning, and optimizing your cash flow and budget, we are uniquely positioned to help you grow your wealth, meet your objectives and achieve your dreams.

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This three-step process first provides you a clean and objective understanding of your current wealth scenario. Together we then discuss and develop a blueprint to fulfill your goals and objectives. The second step puts in place an integrated and coordinated plan to seamlessly implement your blueprint. The last step is ongoing. We continuously implement, maintain and coordinate your plan, while developing new innovations to meet your changing needs and aspirations.