Are you still looking for your perfect match when it comes from financial planning? Have you tried to consult one financial advisor about your financial matter? Or have you tried investing your money to any financial institutions in the country? And what are the results?
Did you know that June is the Financial Independence Month? With the rise of do-it-yourself financial planning, more Filipinos can now take charge of their hard-earned money.
There are many ways how we know about financial planning and what are the benefits but despite the growing information and advice on personal finance, many still lack an investing mindset and that means looking beyond traditional savings instruments to achieve future goals.
Did you know that?:
- Sun Life’s SOLAR (Study of Lifestyle and Relationships) reveals that only 38% of Filipinos are willing to take investment risks in order to earn more and that only 8% actually invest.
- Only 16% claim to have life insurance despite 88% of Filipinos worrying about their financial situation in case something happens to the breadwinner.
Many Filipinos still need guidance and advice on how to achieve lifetime financial security. As a mother and a call center representative by profession; we need to think our stability not just our salary today but also our financial stability and saving in the future.
That’s why there is a Sun Life Financial Advisor that can help us about financing and planning. They’re here to help and guide our perfect match when it comes to financial literacy.
So this month tag as Financial Independence Month; Sun Life puts the spotlight on the value of meeting a trusted financial partner via the #SunLifePerfectMatch campaign. Sun Life is the country’s first and #1 life insurer aims to educate Filipinos on choosing the right Financial Advisor to help them with your financial goals. And with the Advisor Match tool, your perfect Sun Life advisor may just be a click away.
How does #SunLifePerfectMatch work?:
- Visit the website to access Advisor Match.
- Enter your location to generate a list of advisors in your vicinity. Each profile contains a short description of their credentials and how they can extend help – a very nifty way to show you what they have to offer.
Such freedom to choose a Financial Advisor is both innovative and relevant, especially for consumers who want personalized service on-demand and at their convenience.
Sun Life online tool – Advisor Match is about empowering Filipinos to be more exacting and selective when looking for a financial partner.
A series of online videos called “My Dream Advisor” puts a humorous twist on the challenging journey that comes with seeking one’s perfect advisor match. Taking a cue from the 90s dating game shows, the videos feature searchers faced with a rather disappointing line-up of advisor searchees – each embodying undesirable characteristics that have unfairly stereotyped life insurance agents for the longest time.
Sun Life emphasizes four core values that every financial advisor should possess:
- Professional in doing business
- One who cares for your welfare
- A desire to win for your dreams
- An inspiring commitment to serve rather than sell.
These values define Sun Life’s over 11,000 financial advisors. “We’ve seen a growing interest in personal finance lately with the number of inquiries and requests for advisor referrals doubling the past couple of years. We are happy to share that we are now empowering Filipinos to choose their very own Sun Life Advisor with just the click of a button. With Sun Life’s Advisor Match, they can be assured of finding competent and committed financial advisors to help them achieve their financial goals,” affirmed Sun Life Philippines Chief Marketing Officer Ms. Mylene Lopa. After all, finding your #SunLifePerfectMatch should never be difficult.
To experience the Advisor Match tool and learn more about finding the right partner in your financial journey; visit their website: advisormatch.sunlife.com.ph.