We know that no two wealth creation journeys are the same. And you're already speeding towards yours. That's why we have a series of personal financial planning packages that include products designed to fit where you're headed, not try to make your plans fit them.
WEALTH PACKAGES
What's your priority?
We understand your need for simplicity and created services that are purposed for exactly that, so we can be with you every step of the way to your wealth creation goals.
YOUR PRIORITY PACKAGE
The Financial Freedom Package
Regular Savings Plan (RSP)
As a Citi Priority client, we want to help you make your money work for you. One way to do this is by investing your money.
However, timing the market can be quite tricky. A tried and tested approach is through cost averaging or regular fixed investments.
This is why we created the Regular Savings Plan (RSP). With RSP, you can automatically transfer a fixed amount into an investment of your choice, through our affiliate, Citicorp Financial Services and Insurance Brokerage Philippines, Inc. (CFSI).
Find Out More >Foreign Exchange
Foreign currencies can help diversify your portfolio. With your Citi Priority relationship, you can purchase foreign currencies with preferential rates. You can also purchase FX in Citibank with no daily limit for your investment product bookings through CFSI.
Find Out More >YOUR PRIORITY PACKAGE
The Protection Package
Insurance Solutions
Life is an ongoing journey, and we know that your needs are ever-changing. Let us know where you are now so we can refer you to Citicorp Financial Services and Insurance Brokerage Philippines, Inc. (CFSI), or investment and insurance brokerage affiliate. They can help prepare you for the future with insurance solutions that will best suit your needs.
Find Out More >Insurance Gap Calculator
As your goals evolve overtime, find out if you have done enough to insure what matters most by calculating your insurance gap today.
Find Out More >YOUR PRIORITY PACKAGE
The Travel Package
Travel Insurance
Preparing for your next holiday? Don't forget one of your most important travel essentials. Citicorp Financial Services and Insurance Brokerage Philippines, Inc. (CFSI), our insurance brokerage affiliate can assist you in arranging for a travel protection package which covers you against unexpected expense brought about by emergency medication, travel inconvenience, or loss of life while you are traveling.
Find Out More >Citi Personal Loan
Whether you're looking to go on your next dream vacation, upgrade your home, pay for your child's tuition or boost your business, a Citi Personal Loan may best suit your needs.
Find Out More >YOUR PRIORITY PACKAGE
The Savings Package
Time Deposit
Time Deposits offer higher interest rates within a short period of time. This gives guaranteed returns higher than a savings account, without the risk compared to investments.
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