Mode démo : rien n’est enregistré dans un compte.
Planning your finances around your life, not products.
Turin · meetings in person or online
Independent financial advisor working on a fee-only basis. I help families and professionals set goals, organise savings and understand risk. I do not receive commissions from the products I discuss.
Fee-only
1. A clear picture of your income, expenses, assets and goals. 2. A written plan with priorities for the next one, five and ten years. 3. A yearly review and a phone call when something big changes. I do not promise returns and I never push a product. If you do not need me, I will tell you.
Fees are fixed and shown upfront. No commission, no hidden costs.
First call (30 minutes)
free
Financial plan, one-off
Discovery, analysis, written plan, one follow-up.
from €900
Ongoing guidance
Annual review and unlimited questions by email.
€80 / month
Times shown in Europe/Rome time
Wednesday · 18:30
Online
Educational session on budgeting and emergency funds. Not personalised advice.
Wednesday · 18:00
Library hall, Turin
By appointment
Jan 2017 — Now
Sep 2008 — Dec 2016
Sep 2003 — Jul 2008
This page is for general information only and is not personalised financial, tax or investment advice. Investing involves risk, including loss of capital, and past performance does not indicate future results. Advice is given only after a signed engagement and a review of your circumstances.