Investing in Ireland is different from investing in Brazil or elsewhere in Europe.
Ireland has its own tax rules, taxation regimes and specific features that can affect how your investments should be structured.
In an investment consultation, I review your financial situation, your goals and your time horizon to help you structure your investments in Ireland strategically.
What we'll review in your investment strategy
Building personal wealth
A strategy for building wealth over time, taking into account your capacity to invest and your financial goals.
Short, medium and long-term goals
Organising your money according to when you plan to use it.
Buying a home, a car and other projects
Planning the funds set aside for specific projects, considering timeframe, liquidity and how easily you need to access the money.
Diversification and asset allocation
Defining how your money can be spread across different investments.
Every goal calls for a different strategy, and that's exactly what I'll assess in your investment consultation.