SJ&P CLIENT PORTAL
Investment Protection Healthcare Advisory
Taguig, Manila
Intro- San Josè and Partners
Investment | Life and Non Life Products | Healthcare | Advisory
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Make Payment Wealth Pro | Corporate Advisory
For SJ&P services only. Not Applicable for Investment, Insurance & Protection Products
SJ&P Wealth Pro | Corporate Advisory services
Personal Wealth Advisory : For Individuals | Corporate Advisory : For Business and Corporations
Personal | Investments Solutions
Discuss Personal Investment , adjust your portfolio exposures, discuss other available investment materials. | Available using ZOOM or Microsoft Teams
Personal | Healthcare Solutions
Discuss Healthcare options ( HMO or Critical Illness Plans ) for you and your family.
Personal | Life Protection Solutions
Focuses mostly on Life and Accident Protection ( Personal Life , Accident, Travel, OFW , Household, Etc )
Personal | Asset Protections
Protect your Personal Assets : ( Car , House, Painting, Luxury Items, Etc )
Personal | Retirement Solutions
Create a customize retirement fund on top of your government and company benefits.
Personal | Education Fund Solutions
Prepare your child's future with our unique Education fund solutions.
Corporate Solutions | Retirement Fund , HMO, Life- Accident
For Corporate Retirement fund, HMO healthcare , Life and Accident Protection
Submit documents | Advisory Services
Documents for Personal Wealth Pro or Corporate Advisory Services
Submit Documents | Personal Solutions
Submit Documents for Investment, Healthcare, Retirement, Education Plan, Life Protection Solutions
Submit Requirements | Personal Asset Protection
Send documents for your Personal Asset Protection ( Car, Home, Luxury items, painting etc )
Submit Requirements | Corporate Life Solutions
For Life Retirement, HMO - Healthcare , Life and Accident Protections
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