What we do for you
Plurisk
We help you achieve your family and business goals faster and safer
FINANCIAL AND PENSION ADVICE
We analyse your situation in detail, including the services already contracted in complete confidentiality. Our analysis process highlights your real needs. We will then assess how to concretely improve your situation. If appropriate, we will propose the purchase of investment and pension services that are more suitable and consistent with your objectives.
We have all the investment products of more than 75 top European banks and companies available through Consultinvest SIM
INSURANCE ADVICE
We analyse your potential family and professional risks. We check your existing policies. At the end of the evaluation process we only propose improvements where necessary.
We have direct mandates and partnerships with more than 24 insurance companies
ASSET, GENERATIONAL AND INHERITANCE PROTECTION
The protection of assets from third-party aggression (creditors, family problems, public and private litigation), the generational handover in the company and proper succession planning packaged in advance allow one to live the present with the utmost serenity with an optimistic eye on the future, having arranged every important aspect in good time to avoid possible - and increasingly frequent - disputes between heirs.
APPRAISALS
Registered in the Roll of Technical Consultants of the Court of Macerata, we can, as experts, draw up professional appraisals on banking, financial, social security and insurance issues.
MORTGAGES AND LOANS
Our partnership with leading banks and financiers allows us to assess your mortgage and consumer credit applications extremely quickly.
