It's nice to meet you

MY STORY

I worked in corporate IT for about 16 years. Since I started working, I wanted to buy the things I never had as a kid or in college. My naivety and financial blunders cost me. I loved paydays because I knew I'd get paid. I would be a "one-day millionaire," as you say.

This happened monthly and annually. I never managed money. I never started saving, even if my early earnings were low. Do you get me?

Years passed before I recognized that my finances were stagnant and I hadn't started saving.

When I turned 35, I realized I had no savings, investments, or financial goals. I also had bills and debts.

Since I was approaching my 40s without any health or retirement savings, I needed to change.

It all started when I encountered a YouTube video of a well-known motivational speaker, the late great Mr. Jim Rohn. And he said, "In order for things in your life to change, YOU MUST CHANGE.

And that hit me so hard because I did not have any direction in my life. This is where I decided to change my mindset and seek financial advice.

After a few years, I studied financial education. I'm a certified personal financial and wealth planner who's helped many people manage their finances. I mentor the "financially confused" to become an "affluent being" through good personal finance management, fund preparation, and financial remediation.

Work gives me life, passion, and purpose. Work-life balance. With my career and activism, I can help everyone I encounter. Sharing my insights as an investor, financial counselor, content developer, and motivating speaker.

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My Mission

As a Financial Planner, my mission is to reach out to as many individuals as possible who would need guidance when it comes to Financial Planning. Through proper and personal financial planning and educating people through proper financial literacy workshops.

My mission is to help you live a Financially Secured and Free Life.

My Vision

It has always been about giving back and paying it forward. I was once a financially confused individual who needed help organizing my finances and aspirations in life.

My vision is to see every individual that I have helped achieve their financial goals live a Financially Secured and Free Life.

Testimonials

Personal Testimonials from clients

Ms. V. Amizola

(Practicing Nurse)

Sir Melvin's communication channels are constantly open, making him easy to contact. He goes above and beyond for his customers, treating them as if they were members of his own family. He is extremely helpful, and his methods and customer service are nearly flawless. By doing so, he exhibits his commitment to his clients.

Mr. J. T. Tinapay III

(I.T. Consultant and Freelancer)

Sir Melvin has taught me a great deal, and he has become not only my financial planner but also my personal mentor. His method for enlightening customers is to put himself in their shoes and fully comprehend their demands and inquiries, no matter how insincere these questions or queries may seem.

selective focus photograph of woman in pink crew-neck t-shirt

Ms. S. Tadlas

(Education Practitioner)

Sir Melvin Mella's clients trust him because he's honest. He manages expectations by focusing on what people can do and what will happen. He connects with clients by sharing his experiences, ideas, and goals. He gains clients' trust by being honest and upfront. Sir Melvin helps people attain their financial and practical goals.

Mr. A. Saclolo

(I.T. Project Manager)

Friendly, helpful, and approachable. Sir Melvin's advice is crucial since he first listens and knows his clients' financial requirements and settings. He also taught me financial literacy. checks my financial plan's progress. Sir Melvin, you're near-perfect. Be you. Always be a great friend and financial consultant.

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Mr. K. Huldong and his Family

(I.T. Executive)

I've known Sir Melvin for a long time. He has always been my financial advisor, even when we were still working together at a former company, which was more than 5 years ago. I was still single at that time. Fast forward five years: I got married and have children. He has still been with me and has helped to financially prepare myself, my wife, and my kids for our investment plans and insurance policies.

man in white scrub suit wearing green mask

Dr. A. Z. Siacor

(Physician)

He responds to both phone calls and emails, and even questions, as quickly as he can. When he mentors his clients, he takes a trustworthy and friendly approach, and he values his clients and prospects' questions and thoughts. He ensures that, as a client, I understand the financial plan we have developed, and we collaborate to guarantee that what was planned in the first place is actually implemented.

Let's talk