Building wealth and confidence.

Over 170 years of Excellence. Providing financial peace of mind to Filipinos. A great future is definitely yours no matter what uncertainties might happen!

Let’s talk!

Don’t know where to start your financial freedom journey?

ABOUT Me

Meet the financarl grower

Any professional path is first paved with a few small steps on the rocky road, propelled and guided by a highway of knowledge and experience. Mine began with a Bachelor of Science in Legal Management degree, where I gained the necessary skills and knowledge in proper legislative proceedings, Public and Business Management as well as the mechanisms and procedures of the Philippine Justice System in correlation. Gaining and building my proficiency in this field helped me to become a Corporate Secretary of a Construction Corporation which I then carried over in my pursuit to succeed as a Millennial Businessman and gain notable achievements in the business sector.

Carl Munsayac

Businessman, Financial Advisor

My mission is to help my clients build and sustain wealth. Of course, it gives me great satisfaction to help establish and secure millions!

The main focus of our collaboration will be centered on wealth accumulation, establishing financial confidence and securing your peace of mind through wealth protection.

The world can take a turn for the unpredictable. Things may seem dire and uncertain at times and your finances may be left vulnerable to such erratic changes. Though we may not be able to fully predict these, what we can do is to secure your wealth no matter how turbulent the times are.

why me

What I can help you with

First time I felt my sense of purpose was when I realized that I want to be the person that can help other people achieve their financial goals through investments and help them pursue things that make brings them fulfillment. At the same time, I want to be there and assist if something hinders them from achieving their goals through insurance. It is a “win-win” situation when people can achieve all their goals with satisfaction and peace of mind through my help!

As we begin embarking on this journey, I will be your personal companion towards your ideal destination, whether that’s in securing or establishing your own accumulated wealth. Your future self is waiting and I’m excited to introduce you to each other!

I consider myself an advocate for my clients and will fight for their claims until we get beneficial results! In this process, it is important to stay updated at all times. You can rely on me to check on your status regularly and won’t let you get distracted away from the objective.

To me this is not only a fiduciary duty but the foundation of my relationship with my clients. I thrive and pride myself on the lifelong relationship that me and my clients establish a bond like that of real friends who covers each other’s back!

Let’s Talk!

IN THE WORDS OF MY CLIENTS

Highly recommended! Had a really great coaching session with Carl today. I’ve learned a lot more about managing my finances and stock investments. I appreciate his detailed explanations as well as his ability to generously answer questions, and give away some valuable tips. I see his passion to genuinely help people about their finances, and if ever you need some advice, you can definitely count on him!
Danielle Guray
I for one has little knowledge when it comes to the finance world, when i hear “investment” or “Insurance” i turn a blind eye on it but with the bright enlightenment that Carl has given me, it is not such a bad idea in investing in this kind of decisions in life because with all the benefits and gains in my finance. Not only will carl help you with your finances but will also treat you as a friend or family in times of need, a long time partner that can help you in achieving your goals.
Arvy Ramos
No 6 stars? Carl saved the day and probably the many days to come. He has helped me and our team to become more confident just now. Thanks Carl!
Bernadeth Rago Alagao
We haven’t met face to face but during our online meetings he seemed friendlly. Very transparent on fee discussions and the services you will be receiving. Kahit madami akong questions, Thank you Carl
Maica Morada
Carl is very helpful and wants to really help you grow financially, very well spoken and is able to clarify things that may seem complicated, very precise and direct. Always open to help and answer questions without a doubt. Regardless the fact that I’m out of the country he was able to discuss and help me on what the outcomes of every situation may be when it comes to my financial status and not only how my pocket benefit financially but also my health. One of the best people to seek financial advise from with no regrets, dont wait later but do it now, Carl is the right person to come to.
Arianna

SERVICES

Push your wealth to the new horizon

Financial Coaching

Are you a driven individual, looking to change your financial situation? Having someone to guide you and regularly check on your status increases the probability of significant financial success. I am always serious about my money, and my life improved immensely when I got out of bad money habits. Together we will look at your financial habits and see how to make money work for you to Grow Millions!

Let’s talk!

House Fund Planning

Do you feel that it’s time for your own house or think maybe it’s time to upgrade to a bigger living space for your growing family? Having doubts or feel uncertain of how you will manage the funding plan and need assistance with the complicated process? I am more than happy to help! Working together, we will create a perfect funding plan for you in order to secure your future family nest!

Let’s talk!

Car Fund Planning

Are you thinking about getting that new car but feel uncertain about it due to funding issues? Having personalized assistance with such an important decision will not only make you feel more secure but also confident that all the interests, loans, and affordability levels are aligned with your finances. Together we will manage to create a perfect funding plan and bring you closer to driving the car of your dreams!

Let’s talk!

Business Capital Planning

Are you going to launch a start-up or have a great business idea that can come to life and bring you millions? It is so confusing to complete the capital calculations and be sure that’s enough, isn’t it? I know how it feels. That’s why our cooperation and a detailed consideration, constructing and submitting the capital plan will make your way as a businessman less expensive and help your dream business turn into reality!

Let’s talk!

Education Planning

Are you looking capture a high-level education for yourself or your children in university? Considering the ever growing cost of education, it’s not always easy to keep track of all the expenses and extra costs that come with trying to secure a diploma without going broke. Together we will go through your preferences and plan the perfect financial program to make it happen!

Let’s talk!

Retirement Planning

Are the retirement bells almost about to ring for you? Are you worrying about your financial security in stepping into this new chapter of your life? I can certainly help in putting together a tailor-fit retirement plan that will let you enjoy the new chapter of your life in retirement with confidence!

Let’s talk!

Health Protection Planning

Are you concerned about health issues and which programs can provide you with professional assistance in case of an emergency? Having someone to guide you and plan a correct financial program can not only ease the process of making your health secure but also notice the blind spots you’ve never noticed before. Together we will go through all the issues concerning this topic and come to the most optimal plan for you!

Let’s talk!

Estate Planning

Planning for life comes with its complexities but even more so, is the planning for its inevitable end. The process of estate planning is not easy, especially when it comes to taxes, additional costs, and different strategies. That’s why it would be wise to let professionals assist you. Allow me to provide my expertise to help you officially determine the status of your assets, set up trusts, and document all the settlements and instructions.

Let’s talk!

Free financial book

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LET’S TALK

Grow millions! Build wealth and confidence.

IN THE WORDS OF MY CLIENTS

Highly recommended! Had a really great coaching session with Carl today. I’ve learned a lot more about managing my finances and stock investments. I appreciate his detailed explanations as well as his ability to generously answer questions, and give away some valuable tips. I see his passion to genuinely help people about their finances, and if ever you need some advice, you can definitely count on him!
— Danielle Guray
Carl is very helpful and wants to really help you grow financially, very well spoken and is able to clarify things that may seem complicated, very precise and direct. Always open to help and answer questions without a doubt. Regardless the fact that I’m out of the country he was able to discuss and help me on what the outcomes of every situation may be when it comes to my financial status and not only how my pocket benefit financially but also my health. One of the best people to seek financial advise from with no regrets, dont wait later but do it now, Carl is the right person to come to.
— Arianna
We haven’t met face to face but during our online meetings he seemed friendlly. Very transparent on fee discussions and the services you will be receiving. Kahit madami akong questions, Thank you Carl
— Maica Morada
I for one has little knowledge when it comes to the finance world, when i hear “investment” or “Insurance” i turn a blind eye on it but with the bright enlightenment that Carl has given me, it is not such a bad idea in investing in this kind of decisions in life because with all the benefits and gains in my finance. Not only will carl help you with your finances but will also treat you as a friend or family in times of need, a long time partner that can help you in achieving your goals.
— Arvy Ramos
no 6 stars? Carl saved the day and probably the many days to come. He has helped me and our team to become more confident just now. Thanks Carl!
— Bernadeth Rago Alagao