FINANCIAL CONSULTANT

Achieve your Financial Goals

3-Step Philosophy

1

Understanding

Understanding of the client's financial situation, goals, and aspirations

2

Analysis and Strategy

Evaluating various factors such as risk tolerance, time horizon, income projections, tax implications, and market conditions

3

Implementation and Review

Regularly monitors the client's progress, reviews the performance of investments, and evaluates any changes in the client's financial circumstances or goals

My Work

Herry Son Jinayon is a Financial Consultant with diverse government agency background. He specializes in data analysis, project management, and policy formulation. He is also enhancing skills in digital marketing and data analysis, currently focused on developing expertise in data analytics tools and business intelligence software.

Client Assessment

Retirement Planning

Conducting thorough assessments of clients' financial situations, including their income, expenses, assets, liabilities, and financial goals

Helping clients plan for their retirement by assessing their retirement needs, estimating retirement income requirements.

Financial Planning

Investment Management

Developing comprehensive financial plans tailored to clients' specific needs and goals.

Assisting clients in managing their investment portfolios.

CONTACT INFORMATION

https://www.facebook.com/PruLifeUKFinancialConsultant/

https://www.linkedin.com/in/herrysonj/

jinayonherryson+prulifeuk@gmail.com

+63 9752894311