The Magic of Money Tree

As a Finance Major and a Financial Advisor in Philamlife, investments have never been a stranger to me. Stocks, bonds, mutual funds and etc,..name it and I have already encountered it. But there’s a hybrid form of investment that could capture your interest which is called “Money Tree “. Money Tree is a special product of Philamlife (the largest life insurance company in the Philippines and the market leader for almost over 65 years) . It is a one-pay investment and life insurance plan that can earn more than your regular bank deposits over the long term. Money Tree funds have given 8% to 15% return per year compared to bank deposits earning just 2.57% or less annually. It gives you the opportunity to invest in high-performing funds that take advantage of the Philippines’ booming economy. It also offers life insurance protection to secure your family’s future. Yes, it’s like hitting two birds with one stone. An investment and a protection for your love ones at the same time.

The Philippine economy is now considered as the 2^nd fastest growing in Asia and is expected to be the 6^th fastest growing out of 196 countries in the world. The positive outlook in the Philippine economy is driven by its strong economic fundamentals, as  well as the effective fiscal and monetary policies being implemented by the Philippine government.  This has likewise been recognized by international credit rating agencies by upgrading the Philippine credit rating to “investment grade”.

The Philippine Stock Exchange index has been one of the best performing indices in the Asia Pacific region. Healthy consumer spending and continued growth of local companies are expected to bring the stock market to record-breaking highs.

Most people keep their money in the bank. That’s why there is Php. 4.1 Trillion in banks all over the country. Indeed, many Filipinos believe that putting their money in bank deposits is the best way to grow their money and keep it safe. However, bank deposits offer annualized interest rates of only 0.375% for savings account and up to only 2.75% for 1 year time deposits. Since inflation is currently at 3.2% money in the bank is actually losing purchasing power instead of growing.

FOR INQUIRIES ABOUT INVESTMENTS:

Please contact Mrs. Noemi V. Del Rosario

09272854340