AYV - Abuel Yu Villar & Co. CPAs and Management Consultants

Financial Advisory

Financial Advisory

This is what further defines our Firm’s competitive edge. More than a CPA MBA with strong background in Auditing and Consulting, our Managing Partner, Ms. Jacqueline Villar, is also a Registered Financial Planner (RFP) and Certified Investment Solicitor (CIS), so we are certain that we can help you not just on your regular Corporate/Company requirements but also in other important matters like:

  • Financial Planning for Individual (Personal) and Group (Corporate) – as the common saying goes “no one plans to fail, they just fail to plan.” If we can plan on anything why not also include having a good financial plan and educate our organization’s most important assets towards financial freedom.
  • Risk Management and Business Risk Protection – Do you have Contingency Plan and Funds? We get non-life insurance for our assets like office, equipment, inventories; but misses on a more important aspect - to have a risk management for our No. 1 asset - human assets that make our businesses prosper who else but the Business Owners, Partners, Stockholders, and Key Men. Don’t forget to look after the “Goose that lays the Golden Eggs.”
  • Investment Advisory and Wealth Management – it’s very seldom that a small to mid-size Companies will have a Treasury team to handle their excess cash flows that may be more available for investments and at the same time setting it aside for Contingency funds.  With uncertainties in business, it’s always best to have some back up funds and passive income.
  • Retirement Matters -  BIR’s RA No. 7641 requires employers in the absence of retirement plan or agreement to pay its employees upon reaching the age of sixty years(60) or more but not beyond sixty five years (65) and who have rendered at least five (5) years of service in the said establishment a retirement benefit equivalent to at least one-half (1/2) month for every year of service. Depending on your Company’s policy on retirement, as long as it’s not less than what’s provided for in RA 7641. 
If you have employees that have been with you for at least 5 years, you may want to start creating their retirement funds.  Given the proper data, we can help you in the retirement pay computation and build funds for it that will cost you cheaper than paying it in full from your Company’s funds in due time. 
We assisted a client that’s been in business for fifteen (15) years and has only recently planned to set up its retirement fund and has felt the burden of paying an employee that availed of early retirement from the Company’s funds. Through our assistance, the Company will save more than 60%, i.e. they only need to gradually build their retirement funds over a 5 to 10 year plan and will cost them only less than 40%. 

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Contact Us

Mazars in the Philippines
Yu Villar Tadeja & Co.

12th floor Makati Sky Plaza, 
6788 Ayala Ave., Oledan Square, 
Makati City, 1223 Philippines

Tel No. (632) 8864-0896
Fax No. (632) 7751-3287
Mobile 09178371493
Email: contactus@mazars.ph

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