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Financial Advising

Financial Advising

The Financial Advising service is dedicated to customers who wish to maintain the management of their investments, but need support from a professional advisor.

Your financial advisor will work closely with you to define an allocation model that is truly in line with your investor profile and future goals.
You may not need to move the assets from the institutions you´ve been working with. Your financial advisor can be your independent partner to help in the decision-making process to optimize your investments.

We optimize your investments with the necessary changes to achieve your future goals, always focusing on 4 variables: Profitability, Cost, Risk and Time.

Benefits from the service

One single report, all your financial information

In one extract, consolidate monthly information about the evolution of your investments.

Support in all investment decisions

You can rely on your financial advisor to answer any question you have in the decision-making process of investment

Investment Recommendations

The best investment opportunity identified by Golden

Follow-up and monitoring

Your financial advisor is available to provide guidance in market events that may impact your portfolio.

IS THE SERVICE THAT AGGREGATES ALL THE INFORMATION ABOUT EACH OF YOUR INVESTMENT AND ALLOWING YOU TO KNOW:

YOUR FINANCIAL ASSETS

YOUR FINANCIAL ASSETS

- BY ASSET CLASSES - BY GEOGRAPHIES - BY FINANCIAL INSTITUTION

THE DETAILS OF ALL COSTS

THE DETAILS OF ALL COSTS

- of the products you have
- the detractors of peformance
- the most efficient

Risks and exposure

Risks and exposure

- total exposure - deviations from your proflie - market events alerts

Performance Details

Performance Details

The contributions by asset classes and products

IS THE SERVICE THAT EVALUATES ALL THE INFORMATION ABOUT EACH OF YOUR INVESTMENTS AND ALLOWING YOU TO MAKE DECISIONS:

YOUR FINANCIAL ASSETS

YOUR FINANCIAL ASSETS

From an aggregate perspective

THE DETAILS OF ALL COSTS

THE DETAILS OF ALL COSTS

- to choose another alternative - in your bank or other - more efficient solutions and less expensive

Performance Details

Performance Details

- allocation by asset class - choose the correct products

Risks and exposure

Risks and exposure

-Aligned with your allocation profile;
-To have access to carefully selected counterparts;
-To monitor and understand the impact on your investments;

IS THE SOLUTION THAT SUPPORTS ALL OF YOUR DECISIONS AND ALLOWS US TO DEFEND YOUR INTERESTS

MONITORING AND ALERTS

INVESTMENT RECOMMENDATIONS

24 HOUR ACCESS TO YOUR FINANCIAL ADVISOR

Service provided by Golden Wealth Management - Empresa de Investimento S.A.

Talk to us and

Talk to us and Make a free inicial consultation

Schedule a meeting?

Copyright 2024. Golden Wealth Management is a trademark of Golden Assets - Sociedade Gestora de Patrimônios, S.A. and Golden Broker-Sociedade Corretora S.A..

ALERT for suspicious or fraudulent contacts The use of computer or telephone means to make contacts for suspicious or malicious purposes is an increasingly greater and more sophisticated threat. Please be wary of any contact made under these circumstances. And never, under any circumstances, provide information about your assets without being sure of the legitimacy of the contact. GWM never contacts any person without prior introduction or reference. If you receive any suspicious contact, do not hesitate to report it to the competent authorities (complains and reports to Judiciary Police: https://qe.pj.pt/login/ email to CMVM (Portuguese Securities Market Commission): cmvm@cmvm.pt ).

Data Protection Policy
Investor Information
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