black and brown leather padded tub sofa

Consultoria Financeira Personalizada e Confiável

Transforme sua vida financeira com nossa consultoria especializada e sem intermediações.

Planejamento Financeiro

Consultoria para alcançar seus objetivos financeiros pessoais.

Orientação para gestão de suas finanças pessoais.

Apoio na tomada de decisões financeiras importantes.

Consultoria Pessoal
Gestão de Finanças

Consultoria Financeira Personalizada e Confiável

Somos uma microempresa dedicada ao planejamento financeiro pessoal, oferecendo consultoria sem intermediação de investimentos ou serviços regulados, garantindo a isenção de registros específicos na CVM e no Banco Central.

A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.
A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.
Serviço excepcional e muito confiável!

João Silva

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Consultoria Financeira Pessoal

Oferecemos consultoria financeira pessoal, focando no planejamento e na gestão do seu dinheiro.

Planejamento Financeiro

Auxiliamos na elaboração de um planejamento financeiro eficaz, adaptado às suas necessidades e objetivos.

A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
Orientação Personalizada

Nossos consultores oferecem orientação personalizada para ajudar você a alcançar suas metas financeiras.

Trabalhamos com ética e transparência, sempre priorizando o seu bem-estar financeiro e a sua confiança.

Ética e Transparência
A close-up view of a financial document with printed figures and text, accompanied by a black pen resting on the paper. To the left, a digital calculator displays a number, suggesting it is used for calculations related to the document.
A close-up view of a financial document with printed figures and text, accompanied by a black pen resting on the paper. To the left, a digital calculator displays a number, suggesting it is used for calculations related to the document.
A newspaper page focused on financial information, including stock market data, recent issues, rates, major price changes, and investment fund details. Columns of numbers are interspersed with headings and small charts, printed on plain paper with a slightly off-white background.
A newspaper page focused on financial information, including stock market data, recent issues, rates, major price changes, and investment fund details. Columns of numbers are interspersed with headings and small charts, printed on plain paper with a slightly off-white background.

Avaliações Clientes

Veja o que nossos clientes dizem sobre nossos serviços de consultoria.

A consultoria financeira foi essencial para organizar minhas finanças pessoais. Recomendo!

Mariana Silva
A person holding a smartphone with a financial application open on the screen, standing outside a modern glass building. The background shows a plaza with trees and pedestrians.
A person holding a smartphone with a financial application open on the screen, standing outside a modern glass building. The background shows a plaza with trees and pedestrians.

São Paulo

A equipe de consultoria financeira me ajudou a entender melhor meus gastos e investimentos. Estou muito satisfeito com o atendimento e os resultados obtidos.

A person holding a smartphone displaying a financial app with a graph and balance information. The phone has a black case, and the interface shows details such as investment totals and changes. The background consists of a wooden table.
A person holding a smartphone displaying a financial app with a graph and balance information. The phone has a black case, and the interface shows details such as investment totals and changes. The background consists of a wooden table.
Carlos Lima

Rio de Janeiro

★★★★★
★★★★★

Entre em Contato Conosco

Estamos aqui para ajudar você com suas necessidades de planejamento financeiro pessoal. Entre em contato para uma consultoria personalizada.

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Suporte

contato@setoradm.com