The Philippine economy continues to be on track towards sustainable growth while the rest of the developed world is riding on the backs of a global bull market. Businesses continue to flourish; revenues are posting good growth and the Filipino remains hopeful of their future. However, challenges abound and we are not without fundamental concerns. The era of growth has also ushered tougher competition, changing mindsets, volatility and general confusion among many Filipinos. Furthermore, financial and investment education remains to lag behind income growth which has posted a great challenge on inclusivity and personally benefiting from the growth in the long run. Basic financial challenges continue to be a concern to many like savings, investing, debt, retirement, etc.