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Dedicated to teaching Filipinos about Financial Literacy for a Better Tomorrow.
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johanna circle

Johanna is a Certified Financial Advisor who has helped over 1000 clients for over 25 years. With the creation of Finance in a Minute, she aims to improve the financial literacy of her fellow Filipinos by offering free consultations and tips to protect their income, build wealth and ensure its continuity for the years to come.

Certified Wealth Planner (CWP)®

Certified Risk Planner (CRPP)®

Certified Investment Planner (CIPP)®

Certified Estate Planner (CEP)®

Certified Financial Advisor (CFA)

MDRT Qualifying Member 2023


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    Our Services

    Financial Planning

    Risk management through effective allocation of funds across creation of Income Protection, Emergency Funds, Health, and Estate Tax.

    Basic Investing

    Coaching on what are the best money creation tools in the market today.

    Investor Profiling

    Help assess what type of investment would best suit you based on age, lifestyle, life stage and money behavior.

    Asset Allocation

    Help you allocate across protection, risk management and investment portfolio based on their current income.

    Wealth Management

    Help you create a plan to protect your businesses, wealth and legacy through risk management channels, creation of asset protection, business continuity plan and fund reallocation.

    Corporate Risk Management

    Keyman Insurance, Buy and Sell Agreement for Business Partners. Employee Benefit Packages, Group Health Insurance.

    Latest Posts

    The best investment you can make is in yourself. Empower yourself with the knowledge first before putting your money somewhere else.

    How the Process Works

    Each person has different goals and capacity to grow their wealth. Our certified advisors are here to help you navigate financial planning so you can make an informed decision.


    Financial Goal Consultation


    Risk Analysis and Assessment


    Package Customization


    Policy Approval and Assistance

    Start planning for your financial goals now.