SKILLS
Key skills
✔ Low risk investments
✔ Personalized wealth management
✔ Technical and fundamental analysis
✔ Strategic financial planning
Personalized Financial Advise
✔ Short, medium and long term financial planning
✔ Analysis of the economic situation and creation of a growth plan
✔ Tax optimization for efficient capital management
Trading and Investments
✔ Analysis and management of investment portfolios
✔ Trading strategies on Forex, with social trading
✔ Diversification of investments to reduce risk
✔ Training on financial markets and investment instruments
Insurance consultancy & Asset Protection
✔ Choice of the best insurance policies (life, health, home, car)
✔ Pension planning for a peaceful retirement
✔ Capital protection and income protection
✔ Strategies for business and family succession
✔ Asset protection tools (trusts, life insurance policies, asset funds)
✔ Tax optimization for generational transition
Financial Training and Coaching
✔ Webinars and courses on investments, trading and money management
✔ Individual coaching sessions for investors and traders
✔ Support in managing emotions in financial markets
SERVICES
