The Key to Financial Wellness: Expert Insights from Nico Bolzico, Anna Haotanto, and Lachlan Campbell

Are you always worried about your personal finances?

Do you know how to manage your financial wellness?

Want to know the first steps in creating a financial plan for you and your family?

In this video interview with AIA ambassador Nico Bolzico, Financial advocate for women Anna Haotanto, and Financial coach Lachlan Campbell you will discover the answers to these personal finance questions:

  • What’s the difference between well-being and wellness?
  • How can you consider someone having financial wellness?
  • Why is there a gender gap in financial literacy?
  • How does the “scarcity mindset” interfere with being financially well?
  • How can “buckets” help you manage your money and care for your financial future?
  • What are the six simple steps that you can do right now to take charge of your financial future?

Watch the full interview below:

Do you need a more personal guidance when it comes to your personal finances? Contact me below:

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When he is not busy watching "The Office", lounging at the beach, or playing 1st person shooting games, Argel consistently invests in the stock market, both local and global. He loves learning through books, training, seminars, and workshops. He also helps Pinoys create, manage, grow, and protect their wealth as a globally-certified Professional Financial Advisor. Get in touch with him by sending an email to contact[at]

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