Simply achieve
financial freedom.
Welcome to Simply Finance, a boutique financial planning firm committed to empowering Filipino women.
“I’ve been in your shoes before. Relentlessly hustling to make ends meet, taking side jobs to make some extra money, living from paycheck to paycheck, and accumulating credit card debt. No one taught me how to manage and invest my money. I felt lost. I didn’t know what to do or where to even begin. I was looking for answers and for the right people to help me.”
— Mariel Bitanga, Founder of Simply Finance
Simply Finance 101
This is our beginner-friendly introductory online course that simplifies the five essential aspects of Financial Freedom: Money Mindset, Earning Money, Managing Money, Protecting Money, and Growing Money.
Simply invest in
your future.
Handling money for today and for the future has always been overwhelming to most Filipinas. That’s why we’d like to welcome you to a community where we’ve formulated strategies to help you secure a great life in the coming years!
Simply know our services.
Financial Planning
We want to see you reach your goals and aspirations and we’re prepared to guide you every step of the way. We can provide you a comprehensive and sustainable financial plan made with you and your dreams in mind.
Life Essentials
You are the top priority! We want you to be invincible so you can go out there and live your best life without anything holding you back. Let’s set you up with a simple investment and protection plan that perfectly complements your lifestyle.
Financial Wellness
Make sure your hard-working employees know how to properly manage the money they’re earning from working with you. We offer workshops and 1-on-1 financial consultancy sessions to boost the financial wellbeing of your employees.
Speaking & Partnerships
Hear us out! We’d love to collaborate and spark a healthy discussion on finance. We have some big ideas that we wanna share that will change your mindset about money.
