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About PlanWealth.ph
Our mission is to help Filipinos plan their finances better.
Why we started
We got tired of doing financial plans in spreadsheets and in foreign apps that aren't built for Filipinos. The advice online was either written for Americans or trying to sell you something. We want to push the Philippines' finance industry forward with the tools we build.
Who we are
The planner
A software developer turned Registered Financial Planner (RFP®), who also works for a US financial planning firm.
The engineer
A full-stack engineer and web and blockchain developer with a string of hackathon wins.
The CPA
A CPA, US CMA, FPWMP and FMVA.
What we believe
Spend less than you earn. Pay yourself first. Protect what you have before you grow it. Think long-term and let time do the heavy lifting. Clear and honest money education, without hype or get-rich-quick promises.
What we offer
PlanWealth.ph creates financial education products: e-books, templates, tools and comprehensive financial plans. We don't sell insurance or investment products and don't earn commissions from any provider.
Keep learning with us
Free tools, guides and Google Sheet templates are waiting at PlanWealth.ph.