Jobette Astrologio, CPA
Financial Protection Advisor
Take a free 2-minute Financial Wellness Checkup and receive a personalized snapshot of your current financial protection.
You have solid coverage in place. One key gap to address before you're fully protected.
Understand where you currently stand based on your answers.
Discover which areas of your financial protection may benefit from additional planning.
Get recommendations tailored to your financial goals.
This assessment is educational and completely free.
Full-Time Insurance & Investment Advisor
I help Filipino individuals and families build financial confidence through education and personalized financial protection planning. As a CPA, I look at your numbers the same careful way I would for my own family before I ever recommend anything.
"Financial protection isn't about fear — it's about giving your family options, no matter what happens."
Helping you make sure your family stays financially secure, whatever life brings.
Preparing a fund so a serious diagnosis doesn't derail your finances.
Working toward your child's schooling well ahead of tuition increases.
Building steadily toward the retirement you picture for yourself.
Helping business owners protect what they've built from unexpected setbacks.
Structuring your assets so more of what you've earned stays protected.
Before any conversation about planning, it helps to know where you actually stand. This free checkup walks through a few simple questions about your income, family, and current coverage, then gives you a personalized readiness rating across five key areas — Family Protection, Critical Illness Protection, Medical Protection, Emergency Fund, and Retirement.
A mix of written feedback and real messages from people I've worked with.
"The meeting went smooth, and explain well by Mr. Jobette, he make sure that I understand everything first before ending the meeting. And also no pressure as he make sure that you are avail on that time on meeting, even he will wait for a late night meeting 😊. The plan we get is for our baby's future. And it was really on time that Mr. Jobette offer us about the plan, its good that also include investment to save and secure for the future and for his school needs."
"Ilang years na si Jobette ang Financial Advisor ko, at isa sa pinaka naaappreciate ko sa kanya ay hindi natatapos ang service pagkatapos makuha yung policy. Regular pa rin siyang nagche check in, nagbibigay ng updates, at mabilis sumagot kapag may questions ako. Ramdam mo na hindi ka nakakalimutan bilang client. Nakakapanatag ng loob na may advisor kang maaasahan kahit years after mo maging insured."
"Bilang seafarer, alam ko na kailangan kong ayusin ang financial planning ko bago pa ako mag deploy. Buti na lang nairefer ako kay Jobette habang nandito pa ako sa Pinas. Naging simple at hassle free ang buong proseso, malinaw siyang mag explain at walang pressure sa pag decide. Ngayon na nasa abroad na ako, kampante ako kasi alam kong may tumutulong sa akin na alagaan ang financial future ng pamilya ko bago pa ako umalis. Malaking peace of mind talaga iyon."
Real client messages
The best way to start is by taking the free checkup — I'll reach out personally after you get your results.
Financial Protection Advisor
These figures are educational estimates based on common financial planning guidelines. They are not personalized financial advice.
Your report is on its way to your email. I'll also personally review your responses before our consultation so I can provide recommendations that are more relevant to your situation.
If you'd like to discuss your results sooner, you can book a free consultation using the link in your email.
This Privacy Policy explains how Jobette Astrologio, CPA ("we," "us," "our") collects, uses, and protects information you share when you use this website and the Financial Wellness Checkup tool.
When you use the Financial Wellness Checkup, we may collect:
We do not sell your personal information to third parties. Your checkup answers and contact details are used only for the purposes described above and are not shared with anyone outside this practice without your consent, except where required by law.
Your checkup answers may be stored locally in your browser (to let you resume where you left off) and, once you submit your contact details, on secure systems used by this practice. We take reasonable technical and organizational measures to protect your information from unauthorized access, loss, or misuse.
You may ask us at any time to access, correct, or delete the personal information we hold about you, or to withdraw any consent you've given. You can do this using the contact details below.
We may update this Privacy Policy from time to time. Updates will be posted on this page with a new "last updated" date.
These Terms & Conditions govern your use of this website and the Financial Wellness Checkup tool provided by Jobette Astrologio, CPA. By using this site, you agree to these terms.
The Financial Wellness Checkup is an educational tool intended to give you a general, personalized snapshot of your financial protection based on the information you provide. It is not a financial plan, insurance quotation, tax advice, or a guarantee of coverage, pricing, or eligibility. Results are estimates only and should not be relied upon as your sole basis for any financial or insurance decision.
Using this tool or submitting your information does not, by itself, create an advisor-client, accountant-client, or any other professional relationship. Any personalized advice or recommendations will only be provided after a direct consultation.
Your results depend entirely on the accuracy of the information you provide. We are not responsible for outcomes based on incomplete or inaccurate answers.
The content, design, tools, and branding on this site belong to Jobette Astrologio, CPA and may not be copied, reproduced, or distributed without permission.
To the fullest extent permitted by law, Jobette Astrologio, CPA is not liable for any indirect, incidental, or consequential damages arising from your use of this site or reliance on the checkup results.
We may update these Terms & Conditions from time to time. Continued use of the site after changes are posted means you accept the updated terms.
This notice is provided in line with the Philippine Data Privacy Act of 2012 (Republic Act No. 10173). It explains what personal data Jobette Astrologio, CPA collects through this site, why, and what rights you have over it.
We process your personal data based on the consent you provide when submitting the checkup form. You may withdraw this consent at any time, without affecting the lawfulness of processing carried out before withdrawal.
Your personal data is not sold or shared with third parties for marketing purposes. It may only be disclosed to service providers who help operate this site (e.g. hosting, email delivery) under confidentiality obligations, or when required by law or a valid legal order.
We retain your personal data only for as long as necessary to fulfill the purposes above, or as required by applicable law, after which it is securely deleted or anonymized.
Under the Data Privacy Act, you have the right to: