Simply Finance
From financial jargon to financial clarity—
a content strategy that empowers Filipinas to take charge of their money with ease.
Simply Finance is a financial boutique planning firm on a mission: to make money management accessible, holistic, and empowering for modern-day Filipinas.
When Mariel, founder of Simply Finance, transitioned from a previous agency, it became clear that they needed more than just consistent posting.
They needed a strong voice and a content strategy that could rise above the digital noise, build trust, and position them as the go-to source for simple, stress-free financial empowerment in the country.
The Challenge
The brand’s mission and existing online presence were strong. But the message and delivery? It needed refining.
Our goal was to maintain Simply Finance’s momentum while elevating their presence into one that educated, empowered, and resonated deeply with Filipinos who wanted to take control of their financial future.
Instead of trend chasing, clickbait headlines, or aggravating posts that focused on attention rather than empowerment, we* leaned into solution-oriented, motivational, and trust-building content.
Our content strategy included:
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Educational Content: Simplified, digestible, and far from the hustle-driven, testosterone-fueled money talk that overwhelms and instead of transforms.
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Promotional Content: Showcasing the brand’s full range: 1:1 financial planning consultations, an online course, corporate workshops, and speaking engagements.
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Community Engagement: Authentic conversations through testimonials and storytelling that reflected the real financial lives of Filipinos.
When interest in 1:1 services dipped, we introduced a new storytelling and comment strategy that revived engagement organically, with one post alone generating 40+ warm leads with 0 paid ads.
The Approach
*These posts were brought to life through collaboration with the wonderful team at Sol Creator Studios.
My role solely focused on social media strategy (including content direction), while copywriting, graphic design, and videos were executed by the creative members of Sol.
The Transformation
The results spoke for themselves—
22.1K+
views on a reel (with 1.1K+ likes) sharing how money is energy that's meant to ebb and flow
6K+
likes (with 1.2K+ saves) on a carousel that encourages shifting our perspective to one of gratitude
2.1K+
shares and saves (each) on a resignation finance checklist
3.3K+
likes on a socio-political carousel that empowers Filipinos to rise above limits
18.4K+
views on a reel (with 600+ likes) talking about Mariel's underconsumption habits
21.8K+
likes (with 3K shares and 2.5K+ saves) on a carousel that reframes how we view spent money
All without ad spend. Plus consistent inquiries in Mariel's inbox for financial planning consultations and
speaking engagements with top Philippine companies.
The Client's Words
“Reese is an excellent social media strategist and manager. She’s organized, understands what the client wants, and consistently delivers on her promises. She’s easy to talk to and collaborate with, and she brings a strategic mindset—regularly researching current trends and confidently suggesting ideas that align with the brand’s voice. She also brings a fresh, youthful energy that’s a great fit for my brand. She also has an eye for style that I trust. I would gladly recommend her to other clients and look forward to continuing our work together!”
Founder of Simply Finance, Director of Business Development & Partnerships PH at Paywatch