If I’m earning a reasonable income, why am I not becoming wealthy?

I once read this question from a financial planning book titled The Wealthy Barber by Canadian author David Chilton. The book is an excellent read, giving readers personal finance advice. And what makes it more interesting is the concept the one giving the finance tips is a barber. The fictitious characters on the book are quite intrigued by how the millionaire barber accumulated his wealth on a barber’s salary.

A Brighter Tomorrow for The Wealthy Barber

The Wealthy Barber is what pushed me to look into mutual funds and get a servicing advisor to help me watch the ups and downs of the markets. More so, the book taught me to get a mix of stocks from different investments. This strategy helps me not to feel the sudden drop in shares of my investment because there are still other assets I have.

A Brighter Tomorrow Because of Mutual Funds

I opted for mutual funds because they are easy to understand. There is no need for me to acquire particular know-how on the financial market and even economics. Also, mutual funds offer a variety of products depending on the risk profile and investment objectives of each investor. From equity funds to balanced, income, liquid, and more, there are just so many ways to invest in mutual funds. And one of the asset management companies that offer mutual funds is Sun Life Asset Management Company, Inc. (SLAMCI).

A Brighter Tomorrow with Sun Life Prosperity Card

The Wealthy Homemaker

Now, in keeping with efforts to make investing in mutual funds even more accessible to Filipinos, SLAMCI launches a new variant of its Sun Life Prosperity Card in a lower denomination of only P1,000.

This stored value gift card is ideal for investment in peso-denominated mutual funds managed and distributed by SLAMCI. One can purchase it either for personal use or as a gift for occasions like birthdays, baptisms, graduations, and weddings.

I like this idea of a stored value gift card. It enables the recipient to have his starter mutual fund. And even if he invested P1,000 only, it surely will appreciate over time. As for the likes of me who already have mutual funds, all the more that I will not feel pressured putting money on my investment. I could top up my initial investment with as low as P1,000 stored value gif card.

The Sun Life Prosperity Card is also available in P5,000 denomination. A first in the industry, this stored value gift card is available for purchase at major Sun Life Client Service Centers or through Sun Life financial advisor. One can activate the card at any Sun Life Client Service Center nationwide.

A Brighter Tomorrow for the Wealthy Homemaker

I hope that you will also find the beauty of mutual funds. I am not pushing you to get mutual funds as well, but I would like to share a few lessons learned as I live life:

[tweetshare tweet=”Many of us fail to keep a substantial investment because we are not investing in a disciplined way.” username=”SPk3(ad*e(5d4@pEwem@tnlADFb9ZZc8:1:1″]

[tweetshare tweet=”Savings NOT invested often gets wasted on discretionary lifestyle related expenses.” username=”SPk3(ad*e(5d4@pEwem@tnlADFb9ZZc8:1:1″]

[tweetshare tweet=”A systematic investment like that of mutual funds helps us maintain a disciplined approach to investment, saving, and even spending.” username=”SPk3(ad*e(5d4@pEwem@tnlADFb9ZZc8:1:1″]

The Wealthy Homemaker

In a few years, I am seeing a wealthy homemaker in me. I could feel all the universe conspire in helping me to achieve my goal.  And with Sun Life Prosperity Card, I feel I could easily top up my investment without feeling that much broke.  

Information here is the author’s opinion and should not be misconstrued as investment advice. Under no circumstances do we push readers to buy or sell mutual funds.

Momi Berlin Directory

Sun Life Prosperity Funds Website

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