Who We Work Best With

Our Core Clients at a

Glance

Our Core Clients at a Glance

Beacon supports the 12% of working Filipinos with the capacity and commitment to shape a stronger financial future.

We work with professionals who are done leaving their financial future to chance. Some are focused on building stability after years of trial-and-error. Others are ready to elevate what they’ve built into lasting, meaningful wealth.

They all share one thing: a desire to be intentional, informed, and in control of their money.

Our clients don’t just want more—they want better. A better process, better results, and better alignment between their values and their financial decisions.

We provide the clarity, tools, and guidance to help make that vision a reality.

For Professionals

Focused on

Financial Mastery

For Professionals Focused on

Financial Mastery

For Professionals Focused on

Financial Mastery

The Beacon Financial Mastery (BFM) Program is designed for Filipino professionals in their 30s to 50s, often married with children or in long-term partnerships, and serving as their household’s primary financial decision-maker. They live in urban centers, are mid- to senior-level professionals or entrepreneurs, and are approaching—or already in—their peak career years.

They’ve worked hard to build wealth. Now they want to make sure they’re maximizing it.

BFM is ideal for: Emerging to established affluent Filipino professionals with a net worth between ₱5 million and ₱120 million, and a gross monthly income of ₱200,000 or more.

These clients are:

✔ Ambitious – They want to validate their financial decisions, optimize their investments, and secure their family’s future.

✔ Busy – They’ve done the research, but don’t have time to master every financial detail. They want expert guidance they can trust.

✔ Discerning – They value structure, professionalism, and accountability—not sales pitches.

✔ Focused on Long-Term Growth – They’re looking beyond short-term wins, aiming to create lasting financial peace and a meaningful legacy.

BFM gives them:

A structured roadmap that ties all aspects of their finances together.
Ongoing expert support during market shifts and life transitions.
Investment and insurance strategies aligned with personal values—not just financial returns.

For Professionals

Building Financial

Stability

For Professionals Building

Financial Stability

For Professionals Building

Financial Stability

Our Beacon Financial Foundations (BFF) Program is for Filipino professionals who are ready to stop winging it with their money and start building a strong financial base.

BFF is ideal for: Upper-middle income Filipino professionals with a net worth of ₱500,000 to ₱5 million, and a gross monthly income of ₱56,000–₱80,000 for singles or ₱70,000–₱120,000 for couples.

These clients are:

✔ Ambitious – Eager to make the most of what they earn and take control of their future.

✔ Coachable – Open to practical, straightforward advice without pressure to buy products.

✔ Tech-Comfortable – Confident working with Zoom, Google Sheets, and digital tools.

BFF gives them:

A structured, guided process to build financial stability.
Practical coaching and clear direction—without the fluff or overwhelm.
The peace of mind that comes from knowing they’re finally in control.

Ready to See if Our Approach is
Right for You?

We’ll listen, learn, and help you find the best next step.