People love to spend and when it comes to basic needs and material goals, saving money is the first thing and foremost that needs to be addressed. Be it short-term or long-term goals, savings plays a major part in our wants in having a good life, for ourselves or for our loved ones.
This is where Bank of the Philippine Islands (BPI) comes in. BPI, the first bank in the Philippines and in Southeast Asian region, has a wide range of consumer, corporate, and investment banking products and services. With Make The Best Happen campaign, BPI is setting a trend of supporting its clients by helping them focus on their life aspirations.
In a statement, Cezar P. Consing, BPI President, said the bank wants focus on needs-based financial planning where individuals make decisions based not on returns but on goals they want to achieve.
The process begins with helping clients identify their life needs and goals, and create a priority list based on those aspirations. Clients are then encouraged to make personal financial assessments, computing, among others, one’s net worth, cash flow requirements, and even emergency funds.
Based on initial assessment, BPI helps clients create a game plan, mindful of their budgets, goals, risk profile, and investment options.
Take a look for example if you have a kid who’s in high school and in two years time will be taking up college. A careful financial planning with the help of a BPI financial analyst will help the client understand how much a family will be needing to invest and make sure by the time comes, they have enough savings for their kids tuition fee for the next 4 or 5 year-course in college.
“BPI empowers Filipinos to make the best of their life happen through its innovative and accessible financial solutions. We’re here to make anything they’d love to happen, whether it’s for leisure, education, or broadening one’s horizon,” Consing said.
Tricia Quiambao, Head of BPI’s Strategic Brand Management, said, “BPI’s Make The Best Happen campaign is a different look on banking. We pit premium on understanding our clients and their needs, wheteher it’s travel, or start a business, or fund their children’s education.”
In line with this campaign, a dedicated website was launched to help address some of the top life and lifestyle goals of most individuals: travel, health, parenting, shopping, future, and dining. It is enriched every week with updated content derived from current areas of interest. You may log on to www.makethebesthappen.ph to know more about the campaign and help you plan for your life needs and goals in the future.
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