Licensed Financial Advisor  ·  Philippines

Everything you do
is for them. Make sure
they're protected.

Working hard is one way to show them you love them. Having a plan is another.

Talk to Donna See how I can help

Free Tools

Find out where you stand — right now, for free.

Free tools that show you exactly where your finances stand. Fill in your details and get your personalized results in minutes.

Financial Readiness Check

Answer 6 honest questions and find out exactly where you stand — and what to do next based on your real situation.

⏱ 2 minutes 🔒 100% private ✓ Instant results

Monthly Budget Planner

Enter your monthly income and expenses. We'll show you where your money is going and how much you could be saving.

Family Budget Planner

A simple budget planner for families with kids. See where your money goes and how much you can actually save every month.

Retirement Fund Calculator

See how much you could have by retirement — and what that money will actually be worth by then. Inflation quietly shrinks the value of money over time. We factor that in so you get a realistic picture.

Insurance Needs Estimator

A quick way to estimate how much life insurance coverage makes sense for your situation.

Emergency Fund Check

Find out if your savings can cover you when the unexpected happens. We also factor in inflation — because what PHP 30,000 covers today won't be the same in 5 years.

Savings Goal Tracker

Planning for a house, car, or your child's education? We factor in inflation so your target amount is realistic — not just what it costs today, but what it'll cost when you actually need it.

Meet Donna

Donna Nuqui
DN

Sun Life · Licensed

Financial
Advisor

Hi! I'm Donna —
mom, wife, and
financial advisor.

My husband and I have two wonderful kids. And like most parents, the moment I became a mom, everything shifted. I stopped thinking about "someday" and started asking — if something happened to me tomorrow, would my family be okay?

That question is what led me here. Because I realized that having a plan isn't about fear — it's about confidence. It's waking up knowing that no matter what happens, the people you love are taken care of.

Now I help other families get to that same place. Whether you just got your first job, you're in the middle of raising kids, or you're already thinking about retirement — I'll walk you through it in a way that actually makes sense. No confusing terms, no rushing, no pressure.

Step 1

We talk first.

I listen before I say anything. Tell me about your family, your situation, and what's been on your mind.

Step 2

We figure out what matters most.

Is it protecting your income? Your kids' future? Your retirement? We identify what to focus on first.

Step 3

We look at your budget and goals.

No one-size-fits-all here. We work with what you actually have — not what you wish you had.

Step 4

I suggest what fits — nothing more.

I'll recommend what makes sense for your situation. You decide. Zero pressure, ever.

"You know your family best. I just help you understand your options — so the choice is always yours."

Services

Here's what I help people with — no complicated packages, just real conversations about what you actually need.

01

Financial Planning

We look at where you are right now — your income, your debts, your goals — and figure out a plan that actually makes sense for your life.

02

Investment Advisory

Not sure where to put your money? I'll walk you through your options and help you grow your savings without taking on more risk than you're comfortable with.

03

Retirement Planning

The earlier you start, the easier it gets. Let's map out what a comfortable retirement looks like for you — and work backwards from there.

04

Insurance & Protection

If something unexpected happens, will your family be okay? I help you find the right coverage so you don't have to wonder.

"The families who are most protected aren't the richest ones. They're the ones who started the conversation early."

It doesn't matter where you're starting from. What matters is that you start.

Start the conversation — it's free

Contact

Don't hesitate to message me.

It's completely free. Fill in your name and message, hit send, and it'll open a Messenger chat with everything already typed out. I'll get back to you within 24 hours.

Email

donnadel.g.nuqui@sunlife.com.ph

Facebook

financial.advisor.donna.n

Response time

I'll get back to you within 24 hours.

Chat me — it's free!