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Quem sou eu? Certificado como Assessor de Investimentos pela ANCORD e Planejador Financeiro CFP®*, atuo desde 2006 no mercado financeiro. ​ Tive a oportunidade de vivênciar algumas crises no mundo dos investimentos e algumas experiências marcantes, como por exemplo: a crise do sub-prime em 2008 nos USA, as crises das dívidas na Zona do Euro a partir de 2009, a crise do 2º governo Dilma no Brasil em 2015 e 2016, a grande crise da COVID em 2020, apenas para citar algumas. ​ Mas qual a vantagem de passar por tantas crises? Muito mais do que ler em livros, é ter vivido a experiência de quem esteve no olho do furação e passou por estes momentos entendendo oportunidades e desafios! É essa experiência que acredito que você deve buscar no seu estrategista, parceiro de tomada de decisões financeiras! ​ Já atuei em multinacionais com gestão de investimentos no Brasil e nos países da América do Sul, bem como em operações de commodities (Soja, Café e Algodão). Amo o que faço, sou um apaixonado pelo mercado financeiro e adoro agregar valor aos amigos e parceiros, sempre fazendo a diferença na vida das pessoas. Sou Analista de Relações Internacionais e especialista em mercados financeiros. Atuando com investidores Private e Alta Renda. Responsável por educação, treinamentos e investimentos internacionais, também participo dos comitês de alocação e renda variável do Grupo Farol Capital. ​ *Certificação reconhecida internacionalmente para o exercício da atividade de planejador financeiro pessoal (FPSB/ Planejar).

Simplified Update About the Market Financial Everything you need to know in a simplified way. READ LATEST ARTICLE Consultoria e Planejment Simplified Update About the Market Financial Everything you need to know in a simplified way. READ LATEST ARTICLE Financial planning means anchoring in the port of prosperity... Count on a financial consultancy that has a methodology divided into 6 well-defined main steps to diagnose, propose and implement sustainable financial solutions for your business. Search Anamnesis Anamnesis: We listen carefully to your dreams, goals and financial concerns with deep understanding, a non-judgmental environment, transparent communication, empathy and sensitivity. We carry out a diagnosis of your financial situation, from your assets and liabilities to your consumption and investment habits. Search Presentation and Plan Discussion The next step is to discuss the prepared plan. We discuss each aspect in detail, going beyond the numbers to ensure you understand the recommendations and are comfortable with the proposed direction. And if not, we will make adjustments. This step is interactive – your ideas and feedback are essential to refining the project. Search Detailing We use tools to assess risks, opportunities and areas for improvement. At this stage, it is vital to understand how each aspect of your financial life interacts with the others, creating strategies to maximize gains and minimize risks. This step is crucial to establish a solid foundation for future plans, always with trust, respect and absolute confidentiality. ​ Search Implementation of the Plan In this step we will implement all proposed strategies, opening an account, hiring financial tools and even hiring third-party services, when applicable. Here begins the process where we will progress and move towards our goals! Search Creating Customized Strategies In this step, we develop personalized financial strategies. Strategies that are designed to align your finances and assets with defined objectives, retirement, acquisition of assets, investments, creation of a legacy, among others. Each plan is unique, reflecting your specific needs and goals. Search Monitoring and Adjustments Financial strategy is a dynamic process just like our lives. Monitoring your cash flow, assets, investments and overall financial health may require adjustments depending on changes in the market, your life or even your goals. Regular meetings are scheduled to ensure we stay on track towards achieving our dreams. What you Looking for your business today? Talk to an expert speak to a consultant About Gustavo My name is Gustavo Benaglia Certified as an Investment Advisor by ANCORD and CFP®* Financial Planner, I have worked in the financial market since 2006. I had the experience of going through some crises in the investment world and some remarkable experiences. I have worked in multinationals with investment management in Brazil and South American countries, as well as in commodity operations (Soy, Coffee and Cotton). I love what I do, I am passionate about the financial market and I love adding value to friends and partners, always making a difference in people's lives. I am an International Relations Analyst and specialist in financial markets and senior partner at Grupo Farol Capital, an office accredited to XP Investimentos, working with Private and High Income clients, responsible for the area of education, training and international investments, I also participate in allocation committees and variable income. *Internationally recognized certification for working as a personal financial planner (FPSB/Planning). Financial Consulting in Practice... Location Based Financial Planning in Goals and Objectives ​ Defining Your Goals and Time Horizons Assessing Your Goals – Future Costs Analyzing Your Goals: Probabilities of Success ​ ​ Location Cash flow analysis ​ Budget Breakdown Current Savings Projections Implementable Investment Strategies Adoption of a Cash Control System Matérias e Informações No posts published in this language yet Once posts are published, you’ll see them here.