Basic

Best for people who want access to our learning resources.

Free

Features

Learning
Access to Educational Resources about:
  • Planning budgets
  • Controlling debt
  • Managing savings
  • Understanding investments
  • Selecting insurances
  • Planning your succession
 ✔
Planning
Calculate your FSI (Financial Strength Index™)
(What is this?)
✔
Extended analysis of your finances and current situation ✕
Objectives and action plans to strengthen your most urgent financial areas ✕
Access via chat to a financial expert ✕
Investing
Portfolio generator: tool that will help you structure your portfolio ✕
Investment Watchlist: curated list of recommended ETFs ✕
Monthly investment newsletter ✕

Advanced

Best for people who want comprehensive guidance to self-manage their finances.

€ 40

One-time payment

Features

Learning
Access to Educational Resources about:
  • Planning budgets
  • Controlling debt
  • Managing savings
  • Understanding investments
  • Selecting insurances
  • Planning your succession
 ✔
Planning
Calculate your FSI (Financial Strength Index™)
(What is this?)
✔
Extended analysis of your finances and current situation ✔
Objectives and action plans to strengthen your most urgent financial areas ✔
Access via chat to a financial expert ✔
Investing
Portfolio generator: tool that will help you structure your portfolio ✔
Investment Watchlist: curated list of recommended ETFs ✔
Monthly investment newsletter ✔

Investment course

Learn how to invest in a diversified portfolio of ETFs to build wealth in the long term.

€ 79

Course just available in Spanish

Prices include VAT (21%)

Basic

Advanced
Free € 40
Learning
Access to Educational Resources about:
  • Planning budgets
  • Controlling debt
  • Managing savings
  • Understanding investments
  • Selecting insurances
  • Planning your succession
 ✔ ✔
Planning
Calculate your FSI (Financial Strength Index™)
(What is this?)
✔ ✔
Extended analysis of your finances and current situation ✕ ✔
Objectives and action plans to strengthen your most urgent financial areas ✕ ✔
Access via chat to a financial expert ✕ ✔
Investing
Portfolio generator: tool that will help you structure your portfolio ✕ ✔
Investment Watchlist: curated list of recommended ETFs ✕ ✔
Monthly investment newsletter ✕ ✔

Book a call with a financial advisor

Talk with an advisor for 60 minutes to discuss the subjects that matter the most to you.

€ 150/60 minutes

Sign up and book a call

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