Interactive Planning Approach
How to cash in to GCash via InstaPay or PESONet
Fee Only Financial Planning
Log in to your bank’s mobile app or online banking.
Fiduciary Financial Planning
Go to Transfer / Send Money and choose InstaPay or PESONet.
Professionals Only, No Salespeople
Select GCash as the destination (when available in your bank’s list).
Achieving Your Vision
Use your GCash-registered mobile number as the account number, enter the amount, and confirm with any OTP.
How Can Our Team Help You to Reach Your Goals
Learning About You
Keep your confirmation reference for tracking.
Organized Meeting
Meet with our team to gather the necessary data for your Financial Plan. We’ll discuss your finances, lifestyle, and goals, including transfers, assets, expenses, and income.
Plan Meeting
Our advisor will present your personalized financial plan, ensuring it aligns with your evolving needs and goals, and provide clear steps to help you reach your financial objectives.
Implementation
Your advisor will send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated.
