Wealth Engineering Institute (WEI) aims to help individuals achieve financial success through guided personal financial planning. The guided personal program creates awareness among the participants about the importance of planning on one’s finances. There are several platforms where WEI is able to engage those who are interested in improving their financial standing. Tools are provided so that the principles discussed can be applied in real life. Moreover, the participant can choose to engage in a continuing guided personal program for further coaching and monitoring of one’s progress.

Wealth Engineering  is the application of science and engineering concepts to the building of personal and family wealth through the articulation of designed dreams and the use of tools and systems.

 

VISION

We envision

  • Prosperity and abundance for all Filipinos in the Philippines and worldwide

  • Wealthy & Healthy Filipinos involve in Community and Nation Building

  • Filipinos recognizing and achieving their Higher Purpose

 

MISSION

To educate, train and propel individuals and organizations toward achieving their TOTAL WEALTH one step at a time.

 

WHAT OUR NAME STANDS FOR?

WEI2SUCCESS comes from two words, WEI and SUCCESS. WEI is from the Chinese word which means “great”. SUCCESS is an accomplishment of an aim or purpose. Everyday greatness is key towards SUCCESS. The measure of success of one can be different from the measure of success of another. But, each and every person desires to be successful. Each person has a natural tendency to achieve an aim or purpose in life.

(*WEI originally is an acronym for Wealth Engineering Institute as building one’s success can be engineered. A system or a process can be implemented towards achieving success.)

Our company defines SUCCESS as having TOTAL WEALTH.

 

WHAT IS TOTAL WEALTH?

Total Wealth is a developmental pursuit from one stage to the next, one step at a time, and not a final state or an end goal. It is not simply the possession of what is material and tangible. It encompasses the dimensions of a human being where one searches for satisfaction.

 

CORE VALUES

  • Honesty & Trustworthiness.

We commit to be truthful.  We present to clients unbiased information and facts.

Our clients can be confident that their interests is our foremost concern.

  • Discipline & Commitment

We believe that there is no shortcut to building wealth.  It takes discipline and commitment.   We will be your partners in crafting a system that can work for you.  A system that will assist you in upholding the commitment you are going to make for the achievement of your goals.

  • Perseverance & Love of Country

We will persevere with you despite the existence of challenges in the financial markets and in your own circumstances.  We aim to prosper together with our clients not only for our own sake but for the betterment of our country.

YOUR WEI2SUCCESS ON FINANCIAL LIFE

 

  1. Corporate Training
    • ADVENTURES IN WEALTH ENGINEERING is our signature program designed to meet the personal finance management needs of participants.  It provides the participants an in-depth account, scope and tools for managing personal finance.  You may choose from any of the three programs:
  2. MY FINANCIAL FREEDOM PLAN: MAKE YOUR DREAMS HAPPEN
    • It is a 5 hr. seminar that is based on the E-book 8 Steps to Creating Your Own Freedom Plan.
    • It will give 8 step-by-step guide to participants on how to make dreams happen by showing them tools to assess what are their money issues, and their financial health.
  3. WEALTH ENGINEERING WORKS
    • It is a 4-hour seminar-workshop that talks about the definition, scope and importance of personal finance
  4. WEALTH ENGINEERING IN ACTION
    • It is an 8-hour seminar-workshop that talks in depth the definition, scope and importance of personal finance.
  5. WEALTH ENGINEERING AND BEYOND
    • It is a 12-hour seminar-workshop that talks in depth the definition, scope and importance of personal finance.

Specifically:

  • It allows an individual to have a deeper understanding and appreciation of one’s financial position which aims to create self-awareness.
  • It gives participants an opportunity to DESIGN THEIR DREAMS, BUILD THEIR FUTURE by creating a system towards reaching their financial goals.
  • It provides tools to the participants, which can be used after the seminar-workshop to ensure greater chance of achieving goals.
  1. Financial Coaching
    • Assist in the Preparation of a Comprehensive Financial Plan

    • Aid in Retirement Planning

    • Help in Debt Management

  2. Public Seminars
    • MY FINANCIAL FREEDOM PLAN: MAKE YOUR DREAMS HAPPEN!
      • Ensure your way to achieving your goals and dreams in life.  Create your own Financial Freedom Plan without hiring a financial consultant nor an accountant.  This course will show you easy steps to define your goals, plan and execute your strategies and monitor your progress.
    • FROM SAVERS TO INVESTORS
      • Be transformed from being a saver to becoming a wise investor through interactive and experiential learning.  Understand your investing personality as well as your financial position to create a system towards achieving your financial goals.  Get equipped with a deeper understanding of the financial markets of the Philippines.  Gain confidence in growing your money using a wider array of financial instruments like bonds, stocks, mutual funds and unit-linked investment funds.
    • LIVE FINANCIALLY FREE
      • What makes your dream a SMART goal?  How do you achieve your SMART goals?  Which vehicles should you choose to ride yourself to wealth?  Why do you want to be joyfully wealthy?  Find your answers to these questions and live joyfully and financially free
    • The SMART TEEN INVESTOR
      • Give your teens a financial head start in life with this custom designed financial literacy program especially for the Pinoy tech savvy teens.  Through our creative seminar-workshop, your teens will jumpstart their financial future.  They will learn how to determine needs versus wants,  how to make a budget and stick to it,  how to open a bank account, how to write a check, how to avoid scams and the relationship between risk and rewards.  It will open their possibilities to the many ways money can earn and multiply.  It will empower them to give money to the world and make a difference.
    • MONEY-WISE KIDS
      • Give your kids a financial head start in life with our custom designed  May I exchange my toy for an ice cream?  financial literacy program especially for children ages 5-7. For  your older children  ages 8-12,  our How can I have a cellphone like you?  Through our creative seminar-workshop, your children will learn to value work and money.  They will also be exposed to the many uses of money and how money can grow for them.

 

Our Process and Methodology

  • Educating

We aim to educate individuals, young and old, in the area of financial stewardship and financial independence.  We will educate them in managing their personal finance and household finance.  Well-managed finances will lead them to achieve their dreams for themselves and for their families.

 

  • Motivating

We aim to motivate that individuals can be the best that they can in whatever circumstance they are in.

 

  • Empowering

We empower participants with the knowledge of investment vehicles that would lead them to reach their goals.

 

  • Coaching

We coach and provide easy and practical tools to use in achieving life success.

 

  • Assisting

We provide on-line follow-up and answers to queries during the application stage.

 

  • Monitoring of Progress

We aim to provide tools and necessary feedback to track progress towards the fulfillment of the persons goals.

 

  • Training and Experiencing

We aim to provide adequate hands-on exercises that would enable participants to experience what was presented thereby giving them confidence to apply lessons learned.