Showing posts with label Sun Life. Show all posts
Showing posts with label Sun Life. Show all posts

Matteo Guidicelli Talks About Accessible, Affordable Investments #MakeItMutual

Sunday, February 02, 2020





I have been in the Mutual Funds game since I was in college and yes, I am already reaping some of the benefits of it now. Back then, it was really complicated and I had to really be patient because it takes a lot of time, effort (especially the bank visits) before actually confirming what I needed to invest. I also had snail mail for updates about it, so imagine how worried I was being an aggressive investor. These days, there are now financial advisors who can make your goals achievable. When stocks, bonds and the money market seem so confusing and complicated, asset managers are a good way to do it so you don’t have to be a rocket scientist to understand it all. If you’re a conservative, balanced or aggressive type of investor, your fund managers can make it easier for you to understand things, and help you earn more with the risk you’re taking. I always do the aggressive route especially if I trust the company I put my money in. More so than often, I use the money I could burn so I do it habitually without worrying about anything. Markets go up and down, and that entails a lot of courage to face. Sun Life Asset Management Company, Inc. (SLAMCI) has already helped a lot of people, and this is good news.





Ms. Valerie Pama the President of Sun Life Asset Management Company, Inc. says “There are more Filipinos investing and it is a vast improvement 20 years ago when we were starting out. Last year, we continued to introduce to Filipinos the Sun Life Prosperity Achiever Fund, Sun Life Prosperiy Card, SLAMCI online. Now, we have 83 Billion Assets Under Management. We got the World Voyager, Dollar Advantage and Dollar Abundance Fund are in double digit returns for 2019. Our efforts have been recognized at the Philippine Investment Fund Awards (PIFAA) and we are ready to partner with Filipinos in the coming years. There are scams out there, people who are not aware get to be wooed by them. If it is too good to be true, it probably is. You should know if they have offices, registered with SEC, are they honest? You have to go with someone reputable before you part with your money.”


#MakeItMutual Season 2





Ms. Mylene Lopa their Chief Marketing and Client Officer says “We had very encouraging results two years ago and we see market potential with mutual funds. Relative to amount in time deposits, the growth of mutual funds is increasing. We are opening the minds of a lot of Filipinos. Millennials are a third of our investors while 47% are Gen X. There is a lot of us to do. Sun Life has been doing this since 2009 and we conduct research on financial challenges. Pinoys cannot still provide for everyday expenses, emergencies and extra money and we are here to help them prepare for their future. There is hope, as we are here for the long haul. We will keep introducing initiatives so new generation and middle class can get a democratized investment landscape. It would have not been possible to reach millions of Filipinos without digital media. We want to be their partner in prosperity so we’re launching #MakeItMutualSeason2. We are so lucky to have the help of Matteo Guidicelli.” 





She adds “You can now do it yourself with our new digital platforms. A selfie, online documents filled up can immediately get you to invest with our fund managers. Your investment goals should be tied up with your life goals, whether you’re married or paying for your kids tuition fee, you need to know where your money goes and volatility/market corrections and see it as an opportunity to buy when it dips and sell to earn in the future. The funds are managed by experts in the field. Now that the values are cheap, our financial growth are 6-7%, clients who want to diversify can now invest because the timing is right. Sun Life is making that available to our clients.” 


Mr. Gerald Bautista, Agency Bank and Alternative Channels Head adds “We are also launching tools to avail our product. We have an online quiz to know your mentality. Auto invest which takes part of your salary automatically and invest it. Investment online which you can now access on our website. We hope you can share this good news to everyone.” 


Our boy Matteo Guidicelli shares “My goals have changed as I start to prepare to have a family. Back then my only guide was my Dad and he’s good but when I started with Sun Life, I got to broaden my portfolio and invested in other industries. Not just real estate, they know my risk profile and can invest as low as 1K. I am very thankful, my financial goals are achieved with Sun Life. It’s nice to be in a stage of my life where it is very important, of you want to do it, don’t do it if it is too late.” 


For those of you who would want to take the step, go ahead and visit sunlifefunds.com to get started. Simply click on your desired mutual fund, proceed and click the “BUY NOW” button then accomplish the online application form. You just have to settle payment through preferred channels and that's it! You're ready to go! Here’s Matteo out with the first episode, enjoy! 





This is SLAMCI’s 20th glorious year in the business and with experience, they present a very remarkable growth to prove how effective it is investing in mutual funds, bonds and other services in their folio. They have their Financial Advisors to also help, all you have to do is ask. 

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Matteo Guidicelli Saving For the Big Day: Endorses the Sun Life Prosperity Card

Friday, August 19, 2016



"A future with endless possibilities, I want every Filipino to have that! This is why I want people to learn more about Sun Life Assent Management. Sun Life is someone I believe in, a chance to make Filipinos invest, make it grow starting from a card and have a financial advisor guide you how to do it. I believe in the products that I endorse. I enjoyed doing different roles, to be in Dolce Amore I was happy with what the role brought me. Their feedback is okay, when I died they felt sad for me, even the bashers. I want to have substance and meaning to every role. I had two weeks of training for Iron Man, I hope I can break that next year. We can blame Sarah a little haha! I'm also going to have a concert in Cebu, entitled Matteo Made in Cebu on November 18, hope you watch it! Sun Life has been increasing accounts here an they are putting in funds regularly. You can enroll BDO accounts and automatically invest in our peso funds, like auto deduction. It's a good way of starting your investments. This year has been a life changing one, I opened my new restaurant in Cebu and my sister is managing that. I also have Bigbang Productions, I don't want to be fast, but everything is in preparation for that big, special, day! I think I found the one, it will just take a few more years, I'm lucky I have a Dad that is strict and warns me if I over spend. I have anothe professional helping me invest, being with Ms. Charo, Piolo, Juday with me, I was honored! I was surprised, I know I'm gonna be honest with what I do." -Matteo Guidicelli



Sunlife Asset Management Company Incorporated (SLAMCI) believes that for any Filipino to become a smart investor and financial freedome, they need to grow their money through financial education and mutual funds. Filipinos need to become protected, and they've got 11 different funds to choose from depending on your investment behavior. It can be done with as little as 5 thousand pesos. It can be returned with 23 percent, growing more than regular time deposits as it is the better and good way to do investing. This is where they introduce the SUN LIFE Prosperity Card.





Ms Mylene Lopa of Sun Life says they've got a new "Money 4 Life" Campaign to encourage Filipinos to have a financial plan as 9/10 Filipinos really lack this. Sun Life has been here for 120 years and they don't want to see that. They've got products for every need, a single person, those with kids, or just retired, we all have phases in life that needs plans to serve us. We need everything to be designed with plans with Sun Life has for us. They want to break the financial 

Matteo Guidiccelli adds that he represents the millenials, one that have different priorities. 8/10 of them seem to want to experience life rather than earn money. The credit card empowers them but seem not to know that it is credit. They don't have a grasp of how this disconnects with the reality that it is not property, putting them into debt quite early. They have to allocate their spending plan to emergency funds, start growing their money early and get them to invest while they're young. They need financial security, the earlier they prepare, the better. 

Yna Fuentes of Sun Life says "The Prosperity Card has been here this year. People have already made spending a habit to more tangible items, they need to revolutionize mutual funds and have that reacheable. This is the first mutual fund investment card in the country. It is a prepaid investment card and is available at 5,000 pesos. We want this card to be used open an account in the Peso denominated funds, whether you are conservative or aggressive, you can give this to your loved ones. Instead of giving them toys or dresses, you can start them young in investing. You are giving them the gift of prosperity, you can get it at sunlifeprosperity.com.ph or 8 of out financial stores. You can buy them from 3,000 financial advisors and you just need to sign up investment forms and an ID. MoneyforLife.com.ph can analyze your financial behavior just by answering a few questions, you can use this to open an account there or use it as a cheque if you've got an existing one. We encourage you to fill this up or juts ask an advisor. You can start your journey now, to help each other to make every Filipino feel that financial freedom"


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Piolo Pascual and Judy Ann Santos Reunites at "Money for Life"Campaignfor Sun Life

Friday, July 22, 2016




For those who love Judy Ann Santos - Agoncillo and Piolo Pascual's original loveteam, there's more reason to rejoice now. Even though they have their own lives now, one brand seems to have wanted them to be seen together. Together with Ms. Charo Santos, Matteo Guidicelli and Iñigo Pascual, Piolo and Judy Ann is spearheading the "Money For Life" Campaign for our friends from Sun Life. 



"Money for Life" is a new comprehensive and fully customizable financial planning program that would enable Sun Life clients be ensured that they will have sufficient funds no matter where life takes them, or whatever stage of life they may be in. These endorsers pretty much are in different stages in their life, and need different plans so they could focus on life and family. Ms. Charo Santos is enjoying life after retirement. Judy Ann Santos wanted to do more of her investments when she started in show business and now is reaping the fruits of it, so she doesn't have to worry about her kids too. Matteo is of the sporty type, but he knows how he needs to invest today as he's got his own businesses to take care of. Iñigo on the other hand is just starting, but coming from his Dad'a gift, he's rolling over his investments this early because Sun Life will take care of his earnings.

"We have researched a lot and used Nielsen to take a look at how Filipinos can improve their lives. 6/10 do not have investments other than a bank account. 85% says it is important but only 2% have any form of investments, clearly there is a disconnect. A lot of Filipinos have shortage in funds and Sun Life believes in a brighter future. This campaign is to let people know to consult a financial planner so they knwo how to go through their entire lives. To have the support of Matteo, Ms. Charo, Piolo, Iñigo and Juday, people are now hopefully going to think about their future. We hope Filipinos take action towards getting that "Money for Life" for a financial problem free Philippines!" says Ms. Mylene Lopa of Sun Life Philippines.

"This is how we should be pursuing our dreams, we need to save money and buy the only things that we need in life. I look forward that I will be prepared no matter what life throws at me" adds Matteo Guidicelli.



Juday mentions "I am moving up because I already have 3 kids. No joke, but I was already a Sun Life client since Mara Clara days and I listened to a lot of people while I was younger. I wanted my family to be secure, even when I did consider to live in Canada so when I get back, I would have something to go back for. A lot of my financial decisions have changed because I suddenly have to be selfless with my kids, but not forgetting to be still happy so when my kids grow up, I won't worry about them because I balanced everything. I guess in every parent, you want to have your kids to be able to support themselves and know their needs up to a certain extent. You have to explain why they have to save money, make them experience the joy of saving and having their own bank account. They need to do that because it's a very adult feeling but at least they know the value of money. I am happy to let people know that agents can tell you how to get you started, prepare yourself and make sure when you get old, you let your money work for you and choose the right insurance company to be with. They're very good to talk to and Sun Life can work around with any amount so you can plan ahead regardless what your age is. The agents will explain to you these all clearly, you'll be fearless and have confidence that life will be comfortable. We're not putting our eggs in one basket, at least one fourth of our money is invested here and we top up when we can afford it. It really works for me because it's safe."



"Working together for a cause was enough reason to be with Piolo and this isn't a film, so why not!? We have an omnibus, in time, given a project and story we'll do that beacause we just didn't have a project yet. If it will happen, it will happen! During Mara Clara days I felt that I neede to save because I can work for it. I was a fraid to get old and not have projects that time, I was already thinking of our future but I could only do bit by bit. I always have a savings account that I don't touch and part of that is investments, I don't want hardships to happen like with other artists. I started doing financially handling everything when I was 26, it was pretty late. I didn't have apprehensions working with Piolo and it would be harder to say no because I have been doing Sun Life for a long time. Piolo and I are okay, we're not being seen but we do meet and talk ever now and then. We're casual and if there would be a time to talk about the projects we'll have that in due time. We're getting there because I am resting, in this corset, so it's a little diffficult. Basic priorities like bags and shoes are not that basic anymore, you just are happy with your kids as they are in different stages, priorities change as you spend time with them. You want them to live a good life and want them to do their studies and make goals of their own. To listen to them, little things like that, time for my husband and myself, I'm doing it with Sun Life! My best advice is to call a Sun Life Advisor today!"


"I take care of my self and I want to finish the Ironman thing very soon. In this stage where my son is already earning and is responsible, I'm taking care of myself and Sun Life is going to take care of me as they've been in the past already. I also have critical ailments coverage."


"It's very practical and I told Iñigo about how to make sure he had insurance policies to choose from when I started working. I was hesitant for him to be in showbiz because since he's already finishing high school, Sun Life made sure he's going back to college. I also did a short course and it was fun, school should be like that. I learned a lot and I didn't know a lot about my faith but you realize you need to be practical and take advantage of opportunities. Ever since I started working, I knew I needed to save and I've been taught by really great people how to do it. I get commercials before and worked and ever since I knew I had to take care of my self. I don't spend much, I'm not stingy but every chance I get I invest in real estate and policies because I knew I need to. I have 8 or 9 with Sun Life, in different forms as they cater to different needs. Even before Sun Life endorsements, I already had one and I'm always up for more.



Judy Ann and I hopefully will work soon... and we pitched something already, hopefully that will push through. We just need time. Juday and I have always been okay and we've been saying hi when we can. Even if we don't meet that much I consider her a good friend for life. 

I really have enough to retire, I want my kid to have the chance to shine also. My family have businesses and are into real estate. I would like to do a full ironman, hopefully before I turn 40. I don't know how I'll get married but hopefully soon. I don't believe in prenups but I'll cross the bridge when I get there. I'm also thinking of helping more aside from actual investments. Eat right, sleep right, make us feel young, be okay and put your heart in the right place. Iñigo isn't even asking for money since he started working, he knows how to invest and handle his money well. In a sense I can take care of myself better, I sleep more, but I'm always present in his life. I'm also doing this with Sun Life."


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