Discover Your Financial Personality: How Do Handle Money?
How Do You Handle Finances?
Answer honestly to find out if you are a Planner, Spender, or Problem-Solver. Your behavior with family, friends, and personal finances will determine your type.
I’m Gerard Jude Orbase, a Financial Consultant. Over the past 16 years, I’ve worked with many clients, and the way I get to know them is by understanding who they are, how they spend, and what matters most to them when it comes to money and leisure.
I carefully study and ask questions because I cannot just give advice blindly. Some clients may not have a clear focus, so I make sure they understand how important it is to plan properly. If someone starts a plan but stops midway, it usually means they didn’t fully understand or lacked knowledge. Together, we study and think through where they should focus.
Now, I want you to answer these basic questions to see how you handle your finances—personal, family, and friends. Tell me everything: what you would spend on, what’s your priority, and what’s less important. Answer fully and honestly.
At the end, you’ll find out what type of financial personality you are. I hope you enjoy this—it’s exciting, like seeing yourself from a new perspective!
Know Me as Your St. Peter Life Plan Agent
Hello! I’m Gerard Jude Orbase, from Lipa Branch of St. Peter Life Plan. I assist clients nationwide with both face-to-face meetings and online applications.
Experience: 16 years in service as a Financial Consultant & Nationwide Service Agent.
Services Offered:
- Life Insurance & Non-Life Insurance
- HMO Plans
- Memorial Plans & Memorial Lots
This is my Facebook Profile for verification.
Watch my videos on:
- TikTok
- YouTube
I made these links because many clients want to assure that their agent is visible and actively assisting them. Based on my experience, many families I assisted were guided properly even in difficult times. May you also consider me as your agent for your St. Peter Life Plan.
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