Financial Planning and Advisory

Achieve your life goals, organize your finances, and invest without fear.

Let's start! Fellipe Candotti

Advantages

Learn how financial planning will change your present and future.

"The journey is easier when you plan beforehand."

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Improve the profitability of your portfolio

My assessment and guidance will help you improve your portfolio's profitability by up to 30%.

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Asset acquisition plan

Establish strategies to avoid unnecessary interest payments and improve your living standard.

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Retirement planning

We will create an action plan to provide you with an excellent retirement and financial freedom.

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Cash flow assessment

I will help you to identify potential improvements to achieve a better end-of-the-month balance.

How it works

My job in three main steps:

"Every great journey starts with the first step."

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Kick-off meeting

In this initial conversation, I will identify your life stage, assist you in defining financial goals, and outline an action plan to achieve them. Help me personalize your experience even further: Fill out this form, as it will help me start working on a personalized plan.

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Action Plan

I will present the action plan to you, and together we will define the best path to follow.

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Follow-up

To ensure you achieve better results and reach your goals more quickly, I will accompany you on your journey to help you keep 'on track'.

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About Fellipe

I am a cheerful and happy person. I have 13 years of experience working in the financial market, mainly auditing investment funds. I've worked for companies such as KPMG, Grant Thornton, Bradesco, and BNP Paribas, in Brazil, Ireland and the UK.

Working as a financial planner since 2020, my mission is to help people understand their personal goals and achieve better returns on their investments, so they can afford their dreams and improve quality of life.

Do you have any questions or would you like my professional services? Send me a message.

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