PERSONAL FINANCES

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Investiments

Through an analysis of the financial requirements of our clients, we suggest investment instruments that are available on the domestic and international market, such as shares, bonds, ETFs and deposits, so that we can fulfil their requirements regarding the profitability, risk and protection of their investment portfolios, along with loan advice and highly competitive solutions for the acquisition, financing and/or re-financing of mortgages or general loans. To do this we consider the most beneficial options available: banks, mutual financing companies and insurance companies. Our experience in financial planning, investments, inheritance planning and finance enables us to take specific actions in order to both improve the performance of our clients’ investments and to protect them against unforeseen events that could affect their financial assets.