Patrimonial Counselor

I want to be your “trusted financial coach“

There will be a permanent advice and accompaniment throughout the client’s life until reaching the objectives set for the different phases of life in the short / medium and long term.

Access to more than 100 investment / equity funds …
Savings plans for different purposes:
Homebuying
Retirement
Studies of children
Investments to be made
Personal and permanent accompaniment with periodic individual meetings