St Peter Life Plan – Start at ₱775 per Month in St George Plan

Gerard Orbase

Financial Consultant

Lipa Branch • Servicing Agent Nationwide

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Financial Protection Portal

Insurance | HMO | Investment | Memorial Planning

About Me

I am a Financial Consultant helping families secure protection, health coverage, and financial stability.

Mission

To guide individuals in making informed financial decisions for protection and future preparedness.

Insurance Partners

Insular Life

Oona Insurance

Paramount Life & General Insurance

HMO Partners

Maxicare

PhilCare

iCare

Insurance Coverage

✔ Life Insurance

✔ Accident Insurance

✔ Vehicle Insurance

✔ Property Insurance

✔ Health Protection (HMO)

Memorial Partners

St. Peter Life Plan

Eternal Gardens Memorial Park

La Travesia Memorial Park - Lipa City

Financial Services

✔ Investment Planning

✔ Educational Plans

✔ Retirement Planning

✔ Health Protection

✔ Memorial Planning Assistance

Contact Details

09175080745

gerardjude_orbase@yahoo.com

Lipa City Branch

Planning Ahead Guide

Financial Awareness • Protection • Peace of Mind

Planning ahead is not just about preparing for the future—it is about protecting the people who matter most to you.

Many individuals focus only on their present needs, but unexpected events can happen at any time. Without proper planning, families are often left with financial burdens, emotional stress, and difficult decisions during already challenging moments.

This is where financial and life planning becomes essential. It allows you to identify gaps, organize your priorities, and make informed decisions while you still have the time, control, and options.

To support you in this process, I have created a set of tools designed to help you assess your current situation. These tools will guide you in understanding your financial position, highlight areas that need attention, and help you take practical steps toward stronger protection.

Each tool focuses on a specific area—from budgeting and insurance to estate preparation and final arrangements—giving you a clearer and more complete picture of your overall financial readiness.

The goal is simple: to help you plan with clarity, act with confidence, and secure peace of mind for you and your family.

Please check the available planning tools I provide to guide your next steps.

“Planning ahead is not about fear—it is about responsibility, preparation, and love for the people you leave behind.”

St. Peter Life Plan

Plan ahead today. Protect your family tomorrow.

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Introduction

Choose your preferred St. Peter Life Plan and compare payment modes such as Spot Cash, Annual, Semi-Annual, Quarterly, or Monthly.

Secure memorial needs early while rates are affordable and manageable.

Choose Your Plan

Plan Name St. George - 5 Year Pay St. George - 7 Year Pay St. Gregory - 5 Year Pay St. Gregory - 7 Year Pay St. Claire St. Bernadette St. Anne Highlight Payment Mode Spot Cash Annual Semi-Annual Quarterly Monthly

Results Dashboard

Why Get a Plan Early?

• Lock in current price today
• Easy monthly payments
• Less burden for loved ones
• Peace of mind anytime

Gerard Jude Orbase
Financial Consultant

Insurance Protection Planner

Life Insurance • Health Protection • Income Security

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Introduction

Compare insurance solutions based on your monthly budget, life stage, and financial priorities.

Traditional insurance plans are designed for long-term security and guaranteed protection. They remain dependable even during economic uncertainty, market volatility, or financial downturns. This helps families protect income, preserve savings, and maintain peace of mind.

Choose Coverage

Insurance Provider Insular Life Insurance Plan iProtect Abundance 20 Abundance 65 Resilience Cancer / Heart Attack / Stroke Resilience Critical Illness Extra Target Goal Protection Income Replacement Retirement Education Savings Estate Planning Monthly Budget

Results Dashboard

Why Insurance?

• Income replacement for family
• Funds during emergencies
• Protect long-term goals
• Build disciplined savings
• Leave a legacy

Gerard Jude Orbase
Financial Consultant

Non-Life Insurance Planner

Car • Business • Building • Property • Asset Protection

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Introduction

Non-life insurance protects your assets such as vehicles, business operations, buildings, equipment, and properties against accidents, fire, theft, disasters, and liability claims.

Many people focus only on life insurance, but one accident, fire, or damage can wipe out years of savings. Non-life insurance helps protect what you already worked hard to build.

Choose Coverage

Insurance Type Car Insurance Business Insurance Building Insurance Home Insurance Cargo / Delivery Insurance Equipment Insurance Travel Insurance Coverage Level Basic Standard Premium Monthly Budget Priority Need Accident Protection Fire Protection Theft Protection Liability Coverage Business Continuity

Results Dashboard

What Can Be Insured?

• Car / Motorcycle
• Store / Business
• Building / Office
• House / Condo
• Cargo / Deliveries
• Machines / Equipment
• Travel Risks

Gerard Jude Orbase
Financial Consultant
Serving Clients Nationwide

Estate Planning Planner

Wealth Transfer • Asset Protection • Family Security

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Introduction

Estate planning helps organize your assets, properties, savings, businesses, and insurance benefits so they can be transferred smoothly to your loved ones.

Without a plan, families may face delays, legal costs, taxes, conflicts, or frozen assets. Proper estate planning protects what you built and preserves family harmony.

Build Your Plan

Primary Asset Focus Cash / Savings Real Estate / Land Business Ownership Insurance Benefits Multiple Assets Planning Priority Wealth Transfer Tax Efficiency Family Protection Business Succession Avoid Family Conflict Estimated Estate Value (₱) Family Situation Single Married With Children With Dependents Large Family

Results Dashboard

Why Estate Planning Matters

• Faster asset transfer
• Reduce family conflict
• Protect heirs and dependents
• Organize legal documents
• Preserve wealth for next generation

Gerard Jude Orbase
Financial Consultant
Serving Clients Nationwide

Retirement Gap Analyzer

Advanced Planning • Real Gap Computation

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Age Retirement Age Monthly Expense Inflation (%) Years in Retirement Return (%) Current Savings Monthly Savings Growth (%)

Income Protection Gap (Pro)

Advanced Protection • Inflation Adjusted • Advisor Level

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Monthly Family Expense Income Replacement (%) Years to Protect Inflation (%) Discount Rate (%) Current Savings Existing Insurance

Education Fund Planner (Pro)

Future Education Cost • Inflation Adjusted • Goal Planning

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Child Current Age College Start Age Current Annual Tuition Years in College Education Inflation (%) Investment Return (%) Current Savings

Emergency Fund Analyzer

Cash Reserve • Financial Safety • Risk Protection

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Financial Reality Check

Most financial problems do not come from lack of income — they come from lack of cash reserve during emergencies.

Without an emergency fund, even a small crisis can lead to:
• Debt accumulation
• Forced asset liquidation
• Financial dependency

Critical Insight:
If your income suddenly stops today, your lifestyle depends entirely on your available cash.

This tool measures how many months you can sustain your current lifestyle and identifies your financial safety gap.

Monthly Expense Current Emergency Savings Target Months (Recommended: 3–6)

Financial Health Score

Overall Financial Assessment • Advisor Summary • Decision Tool

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Professional Assessment

This tool summarizes your overall financial position based on key areas:
• Emergency Fund
• Income Protection
• Retirement Planning
• Education Funding
It provides a clear financial score and highlights areas that need attention.

Emergency Fund (Months) Protection Coverage (%) Retirement Readiness (%) Education Prepared (%)