Good news! We are pleased to announce that new clients may nowopen a mutual fund account online with Sun Life! 🙂 This means that you can begin your investment journey with just a few clicks. And – it only takes a selfie and Php100 to Php1,000 to get started! In case you’re wondering what is a mutual fund, I also…
Transferring funds to your Sunlife mutual fund account is so easy that you can finish it in less than 5 minutes. I have encountered clients who opened a mutual fund account but never invested again after the initial payment. Sayang! The time and money that should have been invested are already spent nowhere. READ ALSO: Mutual Fund 101: Start Investing in…
Sun Life mutual fund lets you invest indirectly in the stock market. For as low as Php 1,000 monthly, you can already open an account and choose an investment fund that suits your risk appetite. Here’s a quick video presentation on how mutual funds work and how you can open an account. The information in the video is in general.…
Many individuals are getting confused whether to get insurance first or investment where their money can have a sustainable return. Let’s take a look at the picture below: This is a financial planning pyramid which contains 3 levels that can be a guide in building our financial wealth. It’s important for us to follow a certain path so we can…
Investing in mutual fund takes a lot of courage because you face some risks of losing your hard earned money. We all know our stock market is very volatile and do not offer fixed interests. But if you are determined and committed to achieving financial freedom in the future, meaning you have long-term goals, then you’re on the right track.…