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Financial Management

Event

Sun Life FUNday: Money Under Age 30

Sun Life FUNday

ILOILO – Sun Life FUNday July 22, 2018 at DOVA Brunch Café for a fun and informative talk on financial literacy and investment. This event was tailored to meet the needs of millennials on their journey as they earn their first salary. As they say, the early we invest rightly, the bigger the return in the future. #SunLifeFUNday

Targeting a younger market, DOVA Brunch Café is a great place to create the vibes and the feels for millennials. Every young Filipino has to know their current financial status in order to create a good plan to achieve financial independence and stability.

Sun Life FUNday: Financial Journey and Learning by Ms. Katrina Loring

The first part of Sun Life FUNday was talked out by Miss Katrina Loring about her journey as a young entrepreneur. She shared her previous businesses and how she managed to earn from them. She shared how she came to realize that by aging older, she had to distinguish really the needs from the wants.

Sun Life FUNday

Miss Katrina pointed out some lessons she learned by herself in her journey as a young person. She mentioned having zero savings, over spending and credit abuse. She also discussed some solution to be practically made. That is to pay the debts accordingly, pay bills on time, manage expenses through having a record and to become an auto saver. This is beyond piggy banks, shall I say.

Sun Life FUNday: Money Regrets and Growth by Mr. Michael Gustilo

The second part of Sun Life FUNday was taken over by Mr. Michael Gustilo, Visayas Regional Sales Manager of Sun Life Financial. He discussed more in depth the mistakes on financial journey of people under 30s. These are what he called “Money Regrets”. Most have gone through these: spending so much on wants, starting late personally on financial management and being dependent on salary as the only source of income. Who wants to be employed at the age of 60, he asked. Compelling, right?

Sun Life FUNday

Also, Mr. Michael shared insights about investments on any form. There are three major factors to consider on investing: time, money and interest. Time, the best time to start investing which should be yesterday (not today) in order to have a return today. Money, save as much as you can. Interest, find better inflation rates today. This is where financial advisors fit in the picture.

Indeed, finances matter and how we save and/or spend it matters even more. It’s not the earning habits but the spending habits that define someone’s wealth. Learn how to make your money work for your dream and achieve financial independence. Income sources, frugality, knowledge, and investment will be the best formula to attain financial security in the future!

For more events, click here.

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Event

Sun Life Piolo Pascual: Keeping His Promises

Sun Life Piolo Pascual

Relationships are built on promises: the promise to love, to care, to secure, to protect, and to provide. This is something that Piolo Pascual knows all too well, committed as he is to the promises he has made to his family as a son, a sibling, and a father.

Sun Life Piolo Pascual

But when financial troubles arise, bringing such promises to life becomes a challenge.

“Like any other person, I want to give my family the best life possible. I am a man of my word, that’s why I work hard and seize every opportunity that comes my way,” Piolo said. “But more than just earning money, it’s how you manage your finances that makes a difference. Fortunately, I have the guidance and help of one very special lady: my very own sister, Chiqui Pascual-Gonzales, who also happens to be my Sun Life Advisor.”

Sun Life Piolo Pascual

According to Piolo, Chiqui has been instrumental in ensuring that his dreams for his family will all come true. “It’s a partnership through and through. With her help, I’ve been able to make it all happen while still pursuing my own passions and advocacies,” he said.

Piolo and Chiqui’s story is but one of many in Sun Life Financial, where lifetime partnerships are developed and nurtured through the years. In fact, this has inspired Sun Life’s latest campaign, at the forefront of which is a new TV commercial highlighting Sun Life’s presence in a client’s life throughout the different stages of her life. It represents the many promises that Sun Life has helped bring into fruition for the past 123 years of its existence.

Sun Life Piolo Pascual

Sun Life hopes that the campaign, as well as Piolo’s own story, will inspire more people to take the same path in their financial journey. “As the longest-standing life insurance company in the Philippines, we have witnessed many promises being fulfilled throughout the years and have served generations of clients. It is an honor for us to serve all our clients and help them secure their future and those of their loved ones” Sun Life Chief Marketing Officer Mylene Lopa said.

Sun Life Piolo Pascual

“The promises we make to our loved ones are sacred, and Sun Life knows this. That’s why it’s committed to helping its clients achieve their goals, no matter what happens,” Piolo said. “You can’t ask for a better lifetime partner than that!”

For more events, click here.

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Event

Saving Money: 4 Disciplines For A Savvy Millennial

Saving money has been a dilemma especially for millennials. With all the trendy stuff everywhere, savings go thinner and thinner. Everyone is easily distracted and tempted to buy new gadgets, travel to places and buy in the new fashion. Money smoothly flows out of our pockets in just a matter of a day.

According to statistics, 62 percent of millennials under 30 say they are experiencing “some” financial stress, also 15% says that they are being faced with a skyrocketing financial stress. Moreover, there are only 20% of millennials think that they can retire at the age of 65. This means that they are not sure of their financial stability and their preparation towards it.

Continue reading…

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Event

Sun Life Philippines Launches Three Digital Financial Literacy Initiatives

Sun Life Philippines

Boosting its efforts to make financial literacy accessible to Filipinos, Sun Life Philippines offers three free online resources to help many learn and plan for their future. Together, they provide a three-step push for individuals and families towards achieving their dreams: attend the Brighter Life Institute, begin their journey with the My Future Fund Calculator, and connect with the #SINAG online journalism contest.

Continue reading…

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Event

Financial Management: Start A New Journey + Doable Tips

Financial Management

It’s been a couple of months since I left my regular office work and took a huge leap of faith in pursuing blogging as of today. I am not speaking for the end of itself, but I am speaking as someone who had some transition especially on my finances. I lost over 60% of my usual income a month since then. Financial management became a top list topic by that time til now.

For over two and a half years at my office work, I never had that sense of savings in my hand even when I tried (*smirk). Although, I am not saying I am spending on worthless things at all. I spent my salary commonly on my payments, dental and aesthetic maintenance, food, some stuff that I am really happy having them now and of  course, the first on the list, tithing. Basically, I was living just enough for everything financially and working just to make a living. Now, what happened when I got a cut down on my income and my aspirations on financial management?

Continue reading…

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