Interactive guide
Money Basics for Filipinos
A beginner-friendly guide to saving, protecting and growing your money.
7 chapters in short steps, plus bonus guides, calculators, quizzes and free Google Sheet templates.
What's inside
Read one chapter at a time, then try what you learned with your own numbers.
- HiStart hereStart hereHow this guide works, the Financial Pyramid and a two-minute check of where you are today.0/4
- 01Chapter 1Set your money goalsTurn what you want into a clear, doable money goal.0/5
- 02Chapter 2Understand your current money situationSee where your money comes from, where it goes and what you're worth today.0/6
- 03Chapter 3Budget your moneyPick a budgeting method that fits your life and still lets you enjoy it.0/7
- 04Chapter 4Build your safety netBuild an emergency fund that's the right size and ready when you need it.0/4
- 05Chapter 5Manage your risksUse the right insurance so big surprises don't disrupt your monthly cash flow.0/7
- 06Chapter 6Start investingLearn your risk appetite and the investment options open to Filipinos.0/8
- 07Chapter 7Make it a habitBuild habits that keep your plan going, even when life changes.0/6
- ★Final noteKeep goingA quick recap, what comes next and 10 tips to carry with you.0/2
- ★BonusRetirement and estate previewsA first look at the top of the pyramid: Level 5, preserving wealth, and Level 6, building a legacy.0/3
- ★BonusLife-stage guidesShort guides for OFWs and their families, couples and parents.0/3
- ★BonusYour one-page financial planBring everything together, and see how a full financial plan works.0/2
- ★ExtrasExtrasYour yearly money review, a glossary, figures and sources, and more about us.0/5