Page 1 of 7 1. How much do you currently earn annually?This helps determine your current savings potential for retirement. A) Less than ₱300,000 B) ₱300,000 - ₱500,000 C) ₱500,000 - ₱800,000 D) ₱800,000 - ₱1,200,000 E) Over ₱1,200,000 Page 2 of 7 2. How many years do you have until retirement? A) Less than 10 years B) 10-15 years C) 15-20 years D) 20-25 years E) Over 25 years Page 3 of 7 3. How much do you currently save or invest per year? A) Less than 5% of my income B) 5% - 10% of my income C) 10% - 15% of my income D) 15% - 20% of my income E) Over 20% of my income Page 4 of 7 4. Do you have an existing retirement savings plan or pension? A) No B) I have a pension or retirement plan with less than ₱200,000 C) I have a pension or retirement plan with ₱200,000 - ₱500,000 D) I have a pension or retirement plan with ₱500,000 - ₱1,000,000 E) I have a pension or retirement plan with over ₱1,000,000 Page 5 of 7 5. What are your expected monthly expenses after retirement?This includes the basic costs you’ll have once you retire (housing, food, utilities, etc.). A) Less than ₱30,000 B) ₱30,000 - ₱50,000 C) ₱50,000 - ₱80,000 D) ₱80,000 - ₱120,000 E) Over ₱120,000 Page 6 of 7 6. Do you expect to have any major one-time expenses in retirement (e.g., healthcare, big purchases, home renovations, etc.)? A) No major expenses planned B) Less than ₱100,000 C) ₱100,000 - ₱500,000 D) ₱500,000 - ₱1,000,000 E) Over ₱1,000,000 Page 7 of 7 7. What is your current investment strategy (stocks, mutual funds, real estate, etc.)? A) I don’t currently invest B) I have small investments in stocks, mutual funds, or real estate C) I have moderate investments in stocks, mutual funds, or real estate D) I have significant investments and regularly contribute E) I am actively managing a diversified portfolio View ResultsPlease provide your contact information to proceed.Email Address *Full Name *PhoneConsent *Yes, I agree with the privacy policy and terms and conditions.Calculate Now