Know the different types of financial advisor by coach Aya

If you are into serious financial help either for your business, getting into stock market, real estate, managed funds or retirement, This is one of the most important decisions you will ever make. Financial advisor will help you choose your investment decisions wisely and its impact for a long-term that suits your needs during your retirement days. The importance of having this is for money advice, tax,insurance and legal advice's.

 Sun Life Brighter Coach Aya said during our 3rd Session with him last August 20, 2016 –“ In reality anyone can claim to be a financial advisor . bu there are alot of things to be considered”

 These are qualifications. An expert who has retirement planning expertise. Don’t just choose the advisor with the best personality and sales skills; chances are this is not the plan that you wanted for your future.

 

  Here are some important keys in finding the right advisor. How to begin a relationship.

 1. Clearly state expectations. Its alright to say what you want to happen and how to make things posible and also open minded with the things that you will not expect. As financial advisors, they can distinguish if your decisions for this is right or not for you.

2. Vet Agent. Verify the company and the persons licence. Gather information like Credentials: Experience, education, certifications, association memberships; even the licensing record or compliance record. Its aright to verify those things.

 3.Meet in-person. The key to a successful interview is to establish a good conversation , in that way you can actually say or feel trust to that person and hear what you want to hear. Conducting interviews in the office let's you see their working environment as well as feeling of security.

 4. Lastly, Ask questions!

 Everything in mind related on financings of course Specialists ( it has to be professional )

 1. Real Estate ( realtors/appraiser

2. Stock Market ( CSR ) Certified Security Representative

3. Managed funds (CIS)

4. Life insurance ( life/non life/variable/health )

Sun Life Prosperity card – The First of its kind Mutual Fund Investing in the country.

Last August 19, 2016, Sun Life Philippines launched their new  Sun Life prosperity card with Millenial brand Ambassador Mateo Guidicelli. 

The Sun Life prosperity card is an investment card worth P 5,000.00 which may be invested in any of the peso denominated mutual funds managed by SLAMCI  under its Sun Life Prosperity Funds. The first of its kind in the market that has revolutionized mutual funds investing in the country.

“We wanted to educate and show people through the TVC with Mateo to encourage the audience to begin their investing journey with the Sun Life Prosperity card because it’s an easy and convenient way to start building one’s brighter future.” Explained by Slamci’s president Valerie Pama.

 “By investing in mutual funds, one can make his money work harder for him, as against simply by leaving all of it in the bank.”

To illustrate this point, Pama said that a 91 day time deposit in a bank 10 years ago would have given 28% return ; but for the same period , the Sunlife prosperity Bond Fund grew by 68% while the money invested in the Sun Life Prosperity Balanced Fund would have earned 155%. Meanwhile, an investment in the Sunlife Prosperity Philippine Equity Fund  gained 221%.

This is exactly why we want Filipinos , especially the youth , to start investing some of their money in mutual funds” Pama said.

During the press conference and Question and Answer with Mateo he say’s that he makes this card as one of his gifts for a friend’s wedding , 3pcs which is more than enough rather than giving the old way  of some home accessories or cash for that  instance. This is the only gift you can give even to children especially during their birthdays and Christmas which is more profitable and worth their life’s needs till they grew up.

Catch SLAMCI’s latest TVC featuring Mateo Guidicelli on Cable TV. To learn about the Sunlife Prosperity Card and How you can start investing for a brighter future., visit sunlifeprosperity.com.ph.

Educating millennial’s for financially preparedness thru Sun Life’s livebrighter campaign

Sun life Canada (Philippines) a leading international financial services organization that provides a diverse range of protection and wealth products and services to individuals and corporate customers; recently hold a series of meet ups for millennial’s the livebrighter session to further reach out and educate them on how to manage their hard earned money through this campaign.

This campaign educate Filipinos the importance of being frugal, preparing for the unexpected life’s event and learn more about the perks and benefits of investing on various forms. Offering them a better solutions that let them have money for life.

During the forum, sunlife invited two speakers to talk about what they achieved and learned with their undertakings with the company.

The first speaker named Ms. Arianne Serafico , a blogger shares her experiences working on her regular 8-5 job. She further explains that her previous jobs doesn’t give her the satisfaction and the income that would sustain her needs.

And through her passion as a blogger she found out that she can do many things that would make her life more useful and today she almost have a multiple students to teach and earned from .

Furthermore, she also conducts seminars to inspire more people with her life talks on how to live from your passion.

Choose to #LiveBrighter no. Register to the next #LiveBrighter Forum by visiting bit.ly/LiveBrighter.