Cross-border assets
Am I building assets in the right currency / country?
Family protection
Will my family in the Philippines be protected if something happens to me?
Future options
Can I retire here, move back home, or keep both options open?
Financial planning starts by answering these questions—not by choosing a product.
Protect • Grow • Live
The framework behind every plan
Good planning gives you options.
Protect
Your health • income • family • lifestyle
Prepare financially for what you can't predict.
Grow
Your savings • investments • wealth • opportunities
Don't just save money. Give it a job.
Live
Education • retirement • dreams • legacy • giving
Good planning gives you options.
Guiding Filipino Professionals, Entrepreneurs & Cross-Border Families with Wealth & Strategic Planning
Mix and Match the best-fit solutions for you as a Value-driven Financial Advisory Representative — with different products from different providers on different platforms.
Financial products should never be sold, but be professionally prescribed in a systematic and progressive way.
10x
MDRT member, 1x COT
1,700+
Claims processed
12 yrs
In financial services
7-figure
AUM/ILP Managed
A 60-second introduction
Get to know how I work
My background, the shaunacasio.LIFE framework, and what to expect when we speak.
Six ways I help you plan
I mix and match solutions from different providers across different platforms — not because it's trendy, but because your plan should be built around your life goals, not a product shelf.
Independent Financial Adviser Representative
Not tied to a single insurer or fund house — free to compare across providers and platforms and recommend what genuinely fits you.
Prepare financially for what you can't predict.
Protect your family & health
Health, term, critical illness, disability, maternity, personal accident and high-net-worth personal cover.
Keep daily life intact when plans get interrupted.
Secure your income & lifestyle
Travel, home, maid, motor, pet and income-protection cover that keeps daily life intact when things go wrong.
Don't just save money. Give it a job.
Grow & preserve wealth
Investment-linked policies, unit trusts, universal life, retirement planning and diversified platform solutions.
One plan, wherever life takes you.
Plan across borders
Build your financial strategy from Singapore's well-regulated financial ecosystem, while coordinating protection, wealth and planning needs across different countries.
Start early. Give them more choices later.
Secure your child's future & education
Education fund planning, savings strategies and overseas university cost projections for primary, secondary and tertiary years.
Build something worth passing on.
Build your legacy
Long-term wealth transfer, estate planning and succession arrangements aligned with your advocacies.
What can I do for you
Risk Management
Investment Planning
General Insurance Services
Retirement Planning
Employee Benefits Scheme
Corporate Risk Management
How we'd work together
Borrowed from my engineering years: Define, Measure, Analyze, Improve, Control — a disciplined loop applied to your money instead of a production line.
- D
Define
To know you more — your life goals, life concerns and what a good outcome actually looks like for your family.
- M
Measure
We put numbers on it: existing policies, savings, investments, income and the gaps between them.
- A
Analyze
Where the real risks and shortfalls sit — ranked by impact, in plain language, before any product is discussed.
- I
Improve
A written plan with options and costs, mixed and matched across providers and platforms. You decide what to act on.
- C
Control
Annual check-ins and claims support. Plans drift as income, family and policy rules change — we keep yours on track.
What you get on a 30-minute review
- A clear picture of what your existing policies and savings actually cover
- The gaps ranked by impact — Define and Measure, done together
- An honest read on whether you even need anything new
- A detailed report for data-driven decision
A policy is only as good as the day it pays out
Claims handled
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Claims submitted and settled with clients
Source: Shaun Acasio actual assisted claims (E. & O.E.). Count indicates per claim submission.
Claim Breakdown Summary
Claim count and maximum claim amount by type
The questions most people ask me first — answered plainly.