Milan
Financial advice that gives your wealth a direction. We start from your goals, prepare every decision and follow the course together.
In golf, as in managing your wealth, the best results are built with patience, discipline and a well-defined strategy.Matteo Fucini
How I work
An effective strategy is first of all one you understand. Every choice must be transparent, consistent and aligned with your goals.
Ongoing support, built on listening, dialogue and constant updates on your needs and your wealth strategies.
The most important decisions are made with method, not emotion. Staying on course often matters more than any single shot.
The method
Solid wealth is built in layers, from the bottom up. Three levels in the right order, plus two tools that can feed them at any stage: the savings plan and the pension fund.
Long-term investments, with time on your side.
Capital for the goals of the coming years: a home, your children's education, a project.
Emergency fund and liquidity. The base that lets you invest without anxiety.
Taxation built into your wealth planning.
Do you have a cash reserve you never touch?
Do you have goals three to five years out with money already set aside?
Do you invest with a horizon of more than ten years?
When markets fall, what do you do?
The method in action
Whether you already have a portfolio to optimise or are just starting to invest, the journey begins with your goals. Five stages to turn them into a clear, lasting strategy.
STAGE 1 · THE MAP OF THE HOLE
Together we analyse goals, needs and your financial situation. If you already have investments, we assess their structure, costs and consistency with your future targets, to build a strategy that lasts.
Before you hit, observe.
Who I work with
The business creates value. Wealth preserves it.
From savings to life goals.
Different goals, one plan.
FAQ
Advice is fee-based. The fee is agreed together, transparently, according to your needs and the scope of the work involved.
Yes, the first meeting is an introduction with no obligation. It is a time for listening and analysing your financial situation, to assess together the path that best suits your needs.
By analysing it. We assess structure, costs, risk level and consistency with your goals, to identify any areas for improvement before taking any decision.
Anything that helps understand your financial situation: investments, insurance policies, pensions and future goals. Even if the paperwork is incomplete, the first step is to get a clear picture together.
Certainly. Advice can be provided in person or remotely, with continuity and support wherever you are.
Contact
A phone call, a message or an email is all it takes to begin. From there we will build together the path that suits you best.
Matteo Fucini Financial advisor