Opportunity knocking—but you can’t get funded?
Whether you're growing a business or buying your dream home, HT Elevate helps you get the capital you need—through bank loans or private equity.
Home & Business Funding
Secure the capital you need—without the guesswork. We guide you step-by-step through the loan process, whether you're buying your dream home or growing your business. With over 26 years of experience, we help you get approved and negotiate the best terms.
Financial Coaching
Plan with confidence. Retire with peace of mind. We help you build a personalized roadmap for your income goals, investment strategy, or retirement planning. Ideal for professionals, OFWs, and pre-retirees ready to take control of their future.
Smart Financial Tool
Leveraging our smart financial tool to improve and strengthen your financial well-being is a strategic move that can help you achieve your financial goals. Our tool provides valuable insights and analysis, helping you make informed decisions and take control of your finances.
Transform your goals into reality with expert guidance, easy funding access, and smart tools designed just for you.
The Path to Success
Take control of their financial journey with clarity, expert guidance, and proven results.
Personalized advice to help professionals, business owners, and retirees make informed financial decisions for success.
Helping you secure home loans, business capital, and more—providing the resources to achieve your dreams.
Innovative tools like SmartPeso empower you to manage, invest, and grow your wealth confidently and sustainably.
Achieve Your Financial Goals with Clarity and Confidence
Expert-led guidance, personalized funding solutions, and innovative tools to elevate your financial journey and success.
What We Do
At HT Elevate, we specialize in two things: helping you access capital—and helping you use it wisely.
Loan Consulting
Housing and business funding made accessible, with expert support from start to finish
Raising Capital/Financial Coaching
Financial wellness platform designed specifically for SMEs and business owners
SmartPeso Program
For those planning retirement, investing in their future, or preparing for financial independence
A Vision Rooted in Experience
“I created HT Elevate to help Filipinos access the same clarity and tools I spent decades mastering in the banking industry.”
– Herbert D. Tuason
Your Path to Financial Clarity and Success
Expertise
Proven Track Record
Tailored Solutions
Who We Serve
We work best with:
Raising capital for business owners
Families building or buying their dream homes
Small and medium enterprises
Corporate professionals nearing retirement
Why Choose HT Elevate?
Discover the Benefits of HT Elevate for You
Showcasing what we do best
"Success based Model" No Funds, No Charge arrangement
Known as the "Army Swiss Knife" of Housing Loans & Business funding
Over 26 years of banking experience in funding and financial planning
Former executive at one of the Philippines’ top banks
Recipient of two international awards in 2015:
- Best Retail Mortgage Bank from Alpha Southeast Asia
- Best in Home Loans from The Asian Banker
Finalist for the Hero of the Year award at one of the country’s largest universal banks
Most people get stuck—not because they’re unqualified, but because they don’t know what banks and investors are really looking for.
We guide you through every step so you don’t just apply—you get approved.
Case Study
Case Study: ₱50M Credit Line for a Calabarzon Construction Firm
A Batangas construction company struggled with slow, hesitant responses from multiple banks. HT Elevate rebuilt the client’s loan story, organized documents, and aligned collateral—leading to a ₱50,000,000 credit line approval from a top Philippine bank. Soon after, other major banks also offered credit facilities.
Client:
Construction / Property Development
Sector:
Construction / Property Development
Facility:
Revolving Credit Line (₱50,000,000)
Role of HT Elevate:
Loan Readiness, Packaging, Bank Engagement
At a Glance
Facility
₱50,000,000 RCL
Region
Calabarzon (Batangas)
Bank Interest
Multiple offers
Challenge
- Prior applications dragged on for months with repeated document requests.
- Lenders had low conviction despite the company’s strong liquidity and asset base.
- No single, crisp narrative tying cash flow, collateral, and pipeline together.
HT Elevate Approach
- Loan-Readiness Audit – Reviewed financials, cash conversion cycle, project pipeline, and collateral list.
- Credit Story Packaging – Built a banker-friendly pack (exec summary, ratios, cash flow view, collateral appraisal support, risk mitigants).
- Bank Engagement – Matched the ask with the right product and bank profile; managed Q&A and closing list.
- Velocity & Credibility – Anticipated underwriter questions and provided complete, verifiable answers upfront.
Outcome
- ₱50,000,000 credit line approved by one of the country’s most respected banks.
- Confidence restored: Other major banks subsequently extended offers.
- Growth unlocked: Company now poised to expand using OPM (other people’s money) in line with its succession plan.
What Changed for the Client
- Faster cash access for projects and materials.
- Lower friction with banks due to clean documentation and clear risk story.
- Strategic “war chest” for expansion and potential property development arm.
Disclosure: Specific bank names and some details are withheld for confidentiality.
How It Works
Step 1: Book a free consultation
Step 2: We assess your goals and needs
Step 3: You receive a customized financial plan or loan roadmap
Step 4: You elevate your financial life—with confidence
Ready to Elevate Your Financial Future?