Everything you need
We accompany you in any complex decision that defines your financial well-being.
Finance
From financing courses to understand reality, to creating a personal financial plan or for your small business, and even optimising the tools you use. Everything you need to feel secure in making decisions that affect your assets.
Taxation / Legal
From reviewing and signing contracts that benefit you, to finding the best solutions to help you optimise your tax burden. We will propose alternatives, tools, projections, and free tax and legal advice.
Real Estate and Insurance Consulting
Any questions regarding the purchase or sale of real estate assets, insurance of any kind, changes in supplies for energy savings, and planning your real estate investments. We are here to help you. Do not hesitate to make any inquiries.
Milestone
key
Since 2025, we have organised ourselves as a non-profit association to guide you in the financial decisions that affect your assets.
Impact
Financial Wellbeing = Greater Personal Wellbeing
We innovate
Every day we generate new ideas that can help our associates in their pursuit of financial wellbeing: the latest, a portal to advertise or sell your house without problems.
We are a group of people with extensive professional experience in all the areas we address. Our mission and sole objective is to help our associates avoid financial, legal, and tax mistakes that could compromise their financial wellbeing.
There are always alternatives and opportunities
for those who want to see them.
Partners and references
All advisors have extensive experience in financial and/or insurance companies.