Data collected will be used according to D. Lgs. 196/03. The holder of the treatment is Consultique S.p.A [privacy policy]

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Planning services

Planning your finances with the support of Consultique allows you to protect your assets (not just financial) from the negative effects of the financial market, inflation erosion, and unexpected life events (job loss, company disruption, and health problems).
 
The right financial planning enables you to seek out opportunities in the markets without significantly putting your overall wealth at significant risk.
 
Here are some reasons to request an estate planning service:
  • To put your financial situation, social security and insurance in order
  • Being self-aware in your choices, thereby avoiding emotional factors and commercial pressure
  • Having a single interlocutor and gaining bargaining power with intermediaries
  • Protecting overall wealth and managing risks
  • Profitably managing inheritance and windfall assets
  • Creating a pension supplement that suits living standards
  • Achieving a correct fiscal optimization relative to financial assets

Necessities for correct planning are:
  • Balance sheet, income statement and cash flow analysis for the household
  • Retirement and insurance independent planning
  • Tax, real estate, and inheritance planning (in cooperation with other professionals)
  • Total assets protection planning to avoid potential causes of conflict
  • Debt analysis and evaluation (mortgage, leasing, and guarantees)

Pursuant to article 13 of Regulation (EU) 2016/679, we inform you that your personal data (including: name and surname, city, email, telephone number), freely given by you, will be processed by Consultique SCF S.p.A., as Data Controller, with computerized and manual methods, for purposes related to the management of your information request. The provision of personal data is free, however if you deny to provide your personal data it will not allow our Company to fulfil your request. We also inform you that the personal data that you have freely provided could be communicated to third parties appointed as Data Processor, that supply specific services strictly connected to the achievement of the purposes indicated above. We also inform you that, with your previous consent, your personal data could be used for sending commercial advices and for periodically informing you about the activities and initiatives of Consultique SCF S.p.A. Your personal data will be stored for the period of time strictly necessary for the purposes for which personal data are processed. Your personal data will not be disseminated. Finally, pursuant to articles 15 and following of Regulation (EU) 2016/679, we remind you that for more information, for specific requests or to exercise your rights (access, rectification, erasure, restriction, notification, data portability, objection) you can contact the Data Controller, sending a recorded delivery letter to Consultique SCF S.p.A., Stradone San Fermo n. 22, 37121 – Verona or an e-mail to privacy@consultique.com. If you think that the processing of your personal data by the Data Controller has infringed the provision of the Regulation (UE) 2016/679, you can lodge a complaint with a Supervisory Authority.

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