Tools


Financial Analyst

Should you start investing now? How much should your emergency fund be? What amount should you put in mutual funds? Let our financial analyst review your financial position and recommend ways on how to improve your financial health.


Compute Your Asset Allocation for a Retirement Fund

How much of your investable assets should you place in stocks or in mutual funds invested in stocks? How much should you place in bonds or bond mutual funds? This tool will help you estimate the right asset allocation for your retirement fund.


Compute the Future Value of Your Monthly Expenses

Inflation erodes the purchasing power of our hard-earned peso. What is the equivalent peso value in 20 or 30 years of your current monthly expenses? The answer may affect your views on how much you need for retirement. Discover the answer with this tool!