Powered by Insular life | Pioneer | Oona Insurance
Savings & Investment
Let's build a better future.
We make Investments easy and worry-free.
San Josè & Partners | Insular Life had developed a rich network of global business partners. Our dedicated team is made up of seasoned consultants and analysts who can help our clients maximize their full potential.
How to Invest with us?
Choose your Goal.
Choose either for your personal investment and savings, education fund, or your retirement.
Choose the type of Fund you want.
We have a wide range of investment products to choose from. Money market funds, Bond funds, Local and International Funds are available at your fingertips.
Set your
Set your Risk level & Contribution.
You have the option to contribute monthly, quarterly, yearly, or even one-time contributions. It all depends on your budget and financial goals
For your Future
Goal: Investment Fund
Start for as low as Php 55 a day.
Enhance your full potential with maximum returns and make your dreams a reality by investing in our wide range of investment materials such as stocks, bonds, fixed income in both local and international market.
Objective: Capital Growth and Financial security.
3 reasons why get Investment with
San Josè & Partners | Insular Life
Wide range of investments funds available
Enables you to invest in a wide variety of professionally managed funds starting for as low as Php 55 a day. Enjoy higher returns without breaking the bank.
Bundled with Protection
Protect your family from unforseen scenario. Our product is bundled bundled with life protection.
Convenience
Planning to change to other funds? Or increase more investments? It is as easy as 1,2 and 3.
SJF & Insular life client portals allow you to communicate with us 24/7
For your child's Dreams
Goal: Education Fund
Start for as as low as Php 83 a day.
Save for your child's future. It is an investment linked - life protection that helps you. Discover different solutions that helps you secure her dreams in life.
3 reasons why get Education Plan with
San Josè & Partners | Insular Life
Savings & Flexibility
Helps you save regularly with different options. Allows you to save for your child's high school, college or even post graduate.
Competitive Earnings
Life time Coverage
Lost of Income Replacement
Dreaded Disease Treatment
Other Optional Benefits Available
Financial Protection for parents
Your plan includes Investment capabilities that allows your funds to grow .
It also includes life protection to help protect your loved ones from unforeseen scenarios.
For Your Protection
Goal:
Retirement & Life Fund
A retirement fund that give you and your love ones a peace of mind preparing you from unforseen scenarios when you reach a retirement years.
Sometimes, relying on pension from SSS or your company plans is not enough to maintain your lifestyle and future expenses. Our plans can supplement those needs and helps you secure in those uncertain times.
3 reasons why get Retirement Plan with
San Josè & Partners | Insular Life
Savings & Flexibility
Helps you save regularly with different options. Allows you to save for your retirment.
Competitive Earnings
Life time Coverage
Lost of Income Replacement
Dreaded Disease Treatment
Other Optional Benefits Available
Financial Protection for parents
Your plan includes Investment capabilities that allows your funds to grow .
It also includes life protection to help protect your loved ones from unforeseen scenarios.
Why Invest in
San Josè & Partners | Insular Life?
We are the best in the Industry.
We show you the whole financial picture.
We help your wealth grow. Safely
Our Licensed and Certified Financial Planners and wealth managers help you plan your investments and finances. Know your financial condition , prepare future goals and plan for unforeseen financial scenarios that may affect your family.
Our experienced fund managers help you find the best investment solutions that fits your financial goals. You are assured that your funds are growing safely.
Our Consultants are Internationally Certified and licensed. Accredited in the US, Canada, Hong Kong, and Singapore. You are assured you are talking to the best and most seasoned consultants in the industry.
Special Funds & VIP Services
JP Morgan
Multi-Asset Fund
New York
You now have the access to invest in one of the top funds in the world. Get monthly dividends and capital appreciation with one of our best funds, brought to you by JP Morgan, Inlife , San Josè & Partners, and Union bank Phlippines
SJ&P
Wealth
Management
SJP Wealth Management is our flagship advisory service that helps our clients find the best solution in all aspects of their life. From investments to estate planning, our services help you build and secure a better future.
