Real Stories, Real Families

Mga Kuwento ng Tiwala at Mas Panatag na Bukas

“Mas naging clear sa akin kung saan dapat napupunta yung pera ko.” I used to think na insurance is just another expense. Pero after our consultation with Dana, mas naintindihan ko kung paano siya magiging part ng overall financial plan namin. Hindi siya pushy and she really explained everything in a way na madaling maintindihan.
— M.R. | Quezon City
Seafarer
“Hindi ko na-feel na binebentahan lang ako ng insurance.” What I liked most was how Dana asked about our goals first bago siya nag-recommend. As a mom, important sa akin na may protection yung family namin while still working toward our other financial goals. Very patient din siya mag-explain.
— J.C. | Cebu City
Small Business Owner
“Finally, may nag-explain sa akin ng insurance in simple terms!” Dati ang daming terms na hindi ko gets kapag insurance ang usapan. With Dana, step-by-step talaga and Taglish pa kaya mas madaling sundan. Now I feel more confident about the financial decisions I’m making for my family.
— A.L. | Makati City
BPO Professional
“Narealize ko na hindi pala sapat na may savings lang.” I always thought okay na kami basta may savings. Pero after talking to Dana, narealize ko how important it is to have proper protection too. She helped me understand what we actually need based on our situation and budget.
— J.D. | Davao City
Engineer
“As an OFW, malaking bagay na may mapagtatanungan ako back home.” Being away from my family, peace of mind talaga yung priority ko. Dana took the time to understand our family’s needs and explained our options clearly. Hindi complicated and hindi rin nakaka-pressure.
R.P. | Quezon Province
R.N/OFW
“Mas naging intentional ako sa pagpa-plan for my kids.” Before, ang mindset ko lang was “mag-ipon kapag may extra.” After our discussion, I realized na mas okay pala kapag may clear plan for protection, education, and future goals. Thank you, Dana, for making financial planning feel less intimidating.
— S.V. | Antipolo City
Teacher & Mom

What Makes Wais Momma Different

A Simpler, More Personal Way to Plan Your Future

Simple at personal ang approach sa financial planning. Uunahin muna natin ang goals at priorities mo, para makagawa tayo ng planong swak sa’yo at sa pamilya mo—walang pressure, may malinaw na gabay, at may kasama ka sa bawat hakbang.

1. No pressure selling

Walang pilitan at walang hard selling dito. Ang mahalaga ay makahanap tayo ng solusyong tama para sa’yo at sa pamilya mo.

2. Understand your goals first

I will listen to your goals, priorities, at concerns mo. Mula roon, saka tayo bubuo ng planong tunay na akma sa iyong sitwasyon.

3. Personalized recommendations

Walang one-size-fits-all pagdating sa financial planning. Bawat suhestiyon ay nakaayon sa budget, goals, at pangangailangan mo.

4. Guidance every step of the way

Hindi mo kailangang tahakin ang financial journey mo nang mag-isa. Kasama mo ako sa bawat hakbang—bilang gabay, katuwang, at kaibigan—mula sa unang plano hanggang sa pag-abot ng mga pangarap mo para sa pamilya mo.