FAMILY AND BUSINESS FINANCIAL AND ESTATE PLANNING

FAMILY AND BUSINESS FINANCIAL AND ESTATE PLANNINGFAMILY AND BUSINESS FINANCIAL AND ESTATE PLANNINGFAMILY AND BUSINESS FINANCIAL AND ESTATE PLANNINGFAMILY AND BUSINESS FINANCIAL AND ESTATE PLANNING

FAMILY AND BUSINESS FINANCIAL AND ESTATE PLANNING

FAMILY AND BUSINESS FINANCIAL AND ESTATE PLANNINGFAMILY AND BUSINESS FINANCIAL AND ESTATE PLANNINGFAMILY AND BUSINESS FINANCIAL AND ESTATE PLANNING

About Us

Welcome

Here in Sun Life, we value your financial problems and help you out whatever your needs are. We are always offering and innovating you the most complete and comprehensive financial products in line with our competitive industry.

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ESTATE PLANNING

In Sun LIfe, we will help you plan your family and business needs and offer you the best tailor fit products from the 1st Generation to the 4th Generation.


Why Plan for Four Generations?


1st Generation – You: Build, protect, and enjoy your wealth while securing your own retirement and healthcare needs.


2nd Generation – Children: Ensure they have a strong foundation for education, business, and family life.


3rd Generation – Grandchildren: Provide for their dreams and safeguard them from financial uncertainties.


4th Generation – Great-grandchildren: Create a lasting impact that preserves your family name and values for decades.

FINANCIAL PLANNING

Sun Life 4-Generation Estate Planning


Estate planning is more than just distributing assets — it’s about protecting your family’s future, honoring your life’s work, and creating a legacy that will benefit not just your children, but also your grandchildren, great-grandchildren, and beyond.


At Sun Life, we help you design a financial strategy that ensures your wealth is preserved, protected, and passed on — up to four generations ahead.


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Contact Us

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Get Started Today

Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!

FAMILY AND BUSINESS FINANCIAL AND ESTATE PLANNING

406 Prince Plaza 1,106 Legazpi St. Legazpi Village, SAN LORENZO VILLAGE, Makati, Metro Manila 1229

+63.9088129516

Hours

Mon

09:00 am – 05:00 pm

Tue

09:00 am – 05:00 pm

Wed

09:00 am – 05:00 pm

Thu

09:00 am – 05:00 pm

Fri

09:00 am – 05:00 pm

Sat

Closed

Sun

Closed

investment management

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