Build your future, the smart way.
I help Filipino families and professionals plan with clarity, protect what matters, and grow with confidence — without the jargon or the hard sell.
Allan Adan
Licensed Financial Advisor
Manulife Philippines · Aetos Financials
Insurance partners we offer
Compare and get covered — health, non-life, and more.
Build benefits that protect your people and support your business
Explore group HMO, employee life and accident protection, critical-illness benefits, student or credit-life solutions, and financial-wellness programs.
Needs-based
Start with the organization, population and business objective.
Proposal-ready
Collect only the information the right provider route requires.
No obligation
Review current terms and options before making a decision.
Honest guidance, built around your life
I'm a licensed financial advisor with Manulife Philippines, under the Aetos Financials agency. My job is simple: help you understand your numbers, close your protection gaps, and put a plan in place you'll actually stick to. Whether you're a young professional just starting out, an OFW family planning from abroad, or a business owner protecting what you've built — I'll meet you where you are.
- Licensed Financial Advisor
- Insurance Commission (IC) Licensed
- Manulife Philippines — Aetos Financials
“The goal isn't to sell you the biggest plan. It's to find the rightplan — one you understand, can afford, and will keep.”
Faces behind the plan
Meet Allan, the team & the families we serve
Real people, real relationships. Financial planning is personal — here are a few of the moments and faces behind the work.
On Instagram
Money tips you can use today
A few favourite posts — short, practical lessons on protecting and growing your money.
Free Tools
See where you stand — in 60 seconds
No sign-up, no email wall. Run your numbers, then talk to a real person when you're ready.
Net Worth Calculator
Add up what you own and subtract what you owe to get the single clearest snapshot of your financial health.
Open toolProtection Gap Calculator
Estimate how much life insurance your family would actually need — and the gap between that and what you have today.
Open toolSavings & Investment Estimator
Project how a consistent monthly investment grows over time, so you can see the power of starting early.
Open toolRetirement Fund Calculator
Estimate the fund you'll need to retire comfortably — and the monthly investment that gets you there in time.
Open toolHealth & Critical Illness Calculator
Size the health fund that keeps a major illness from becoming a financial crisis — treatment costs plus lost income.
Open toolFrom the blog
Money, explained simply
Practical reads on protecting and growing your money — no jargon.
If Your Income Stopped Next Month: 3 Numbers Every Filipino Family Should Know
A simple family checklist: your monthly must-pay costs, how many months your savings last, and what coverage you already have. Know these before you buy anything.
Your Payslip Isn't a Protection Plan: 4 Questions Every Employee Should Ask
SSS and PhilHealth are deducted from your pay, but what do they leave open? Four practical questions to ask HR and your advisor about your real protection.
Compare HMO Plans Faster with Our Free HMO Quotation
Request a free HMO quotation online and compare suitable individual, family, or group options based on your needs.
Kind words
Real clients, real peace of mind
“I enjoyed the session, and the host interested with us too. Not just simply discuss over the topics.”
“Great experience working with Allan — responsive, reliable, and truly helpful. He made everything easy to understand and went above and beyond to assist. Highly recommended!”
“I felt very comfortable during my conversation with Allan—it was easy, engaging, and truly insightful. He took the time to explain financial concepts in a way that was simple to understand and reassuring to hear. His explanations were clear, thoughtful, and filled with expertise, allowing me to deeply reflect on my plans, goals, and money matters for a better future. What I value most is his genuine care and responsiveness; he always checks if I fully understand while guiding me through each step. He makes financial discussions less intimidating and listens attentively to what I want to achieve. I’m looking forward to our next meeting. Highly recommended for anyone seeking a trustworthy financial advisor.”
“Excellent”
“Accommodating person”
“Allan explained everything in plain Tagalog-English, no pressure. I finally understand what I'm paying for and why.”
“I thought insurance was for older people. Turns out starting young saved me a ton. Wish I'd done it sooner.”
“He helped my family set up protection AND a plan for my kids' college. Worth every centavo.”
“What I appreciated most was that he never rushed me. He answered all my 'beginner' questions patiently until I felt confident.”
“Being away at sea, I needed someone I could trust to set things up for my family. Allan made the whole process easy even online.”
“I enjoyed the session, and the host interested with us too. Not just simply discuss over the topics.”
“Great experience working with Allan — responsive, reliable, and truly helpful. He made everything easy to understand and went above and beyond to assist. Highly recommended!”
“I felt very comfortable during my conversation with Allan—it was easy, engaging, and truly insightful. He took the time to explain financial concepts in a way that was simple to understand and reassuring to hear. His explanations were clear, thoughtful, and filled with expertise, allowing me to deeply reflect on my plans, goals, and money matters for a better future. What I value most is his genuine care and responsiveness; he always checks if I fully understand while guiding me through each step. He makes financial discussions less intimidating and listens attentively to what I want to achieve. I’m looking forward to our next meeting. Highly recommended for anyone seeking a trustworthy financial advisor.”
“Excellent”
“Accommodating person”
“Allan explained everything in plain Tagalog-English, no pressure. I finally understand what I'm paying for and why.”
“I thought insurance was for older people. Turns out starting young saved me a ton. Wish I'd done it sooner.”
“He helped my family set up protection AND a plan for my kids' college. Worth every centavo.”
“What I appreciated most was that he never rushed me. He answered all my 'beginner' questions patiently until I felt confident.”
“Being away at sea, I needed someone I could trust to set things up for my family. Allan made the whole process easy even online.”
Your future self is counting on the decision you make today.
Book a free, no-pressure consult. Worst case, you walk away knowing exactly where you stand.
Join the team
Considering a career as a financial advisor?
Learn what the role involves, how the application process works, and submit your resume for review.