top of page
Finance

Investment

Plans

Fund Management | Asset Appreciation

Building a better future.

We have partnered with top-tier institutions in multiple industries and sectors. Check out some of the great investment funds we have made part of your portfolio and taken from startup to exit.

Why Investing with Life
Protection is better?

Build a better future with our Investment Plans.

Get Higher Returns for your investment

VUL insurance plans are linked to stocks and bonds, which means you can expect higher returns compared to traditional policies. Higher returns enable you to achieve bigger funds compared to what you initially set out for. Realize your financial plans faster with VUL insurance

Funds Liquidity ready for Emergency

Insurance with investments allows you to access your funds in case of emergencies. VUL insurance plans treat this as a withdrawal, not a loan. Thus, you can withdraw money without incurring interest. We do, however, encourage you to reinvest in your investment-linked insurance plan to stay on track.

Affordable Investment Plans

A variable unit-linked life (VUL) insurance plan comes with an investment component and gives policyholders the option to put in more funds than the regular premium. If you pay more than the required amount, the excess becomes a top-up or additional investment. As a result, your fund value grows faster.

Managed by top Local and International Institutions

We have partnered with top-tier local and international institutions in multiple industries and sectors. Check out some of the great investment funds that cater to every financial requirement.

Build you fund in 2 easy steps.

Step 1. Choose the Right Fund for you

Conservative

A fund that invest in short term to medium term money market instruments that seeks capital preservation.

Medium Risk

An investment fund that uses a mix of assets ranging from money market placements , fixed income instruments and equities which seeks capital growth.

Aggressive

A fund that invests in equities  and growth corporations and businesses that seeks significant capital appreciation.

Investment and Insurance products Powered by Insular Life and JP Morgan Asset Management

Step 2. Choose the right plan For you

Get Started Now

Please complete the form below and we will get in touch with you within two business days.

* Financial planning is best paired with Life Coaching and Counseling.

Happy Family
Add a heading.png

Our Partner Institutions

6001468026650624.png
download.jpg
download-8.png
Hyundai-logo.jpg
download.jpg
download.jpg

Useful Links

Personal Solutions

VIP Solutions

Corporate Services

We are building & solving Financial problems since 2012.An exclusive premiere Wealth, Life, and Insurance-investment advisory group of Oona Philippines, Pioneer, and Insular life & Healthcare

Investment and Insurance products powered by 

Insular Life | Healthcare | Oona | Pioneer Insurance

Regulated by the Security and Exchange Commission and

Philippine Insurance commission.

Website, Online and other marketing materials created by Rekeendle. Rekeendle is a subsidary of SJ&P.

Visit us

  • Facebook
  • YouTube
  • Instagram

© 2024 . All materials are owned by San Josè and Partners.All Rights Reserved

SJ&P Executive Office

The Ascott Hotel , 5th Avenue Corner 28th Street, Bonifacio Global City, Taguig City 1634 Philippines

INLIFE | OONA Client Meeting Centers

Mezzanine Floor , 6781 Insular life Building, Makati City , Philippines

Inlife Payment Center

Level 3, Floor Insular Health Care Building, 167 Legazpi Street Makati City Philippines

Helpdesk hours 8am to 5pm 

(632) 8841.7900

© Copyright. All Materials owned by San Jose and Partner©
bottom of page