The Consultique process consists of a first briefing, a fee calculation and Financial Plan setting.
The various stages of the relationship with the client are as follows:
FIRST MEETING: the client delivers the documentation regarding his/her financial assets; after a free in-depth interview, Consultique communicates an estimate of the fee for its intervention. If the client accepts the proposal, we proceed to the signing of the contract.
Fee Calculation: this depends on the size of the assets, the complexity of the portfolio analysis, the time required for the analysis, the risk profile and, finally, on the value of our research. The fee is the only remuneration for our work, and is in almost all cases, significantly less than the savings generated by our intervention, leaving our clients with a healthy margin.
SECOND MEETING: This is necessary for elaborating on the financial plan. After first discussing the information provided by the client in the customer profile questionnaire, Consultique collects the information needed to set an appropriate investment strategy focused on asset protection and for the identification of the correct level of risk.
ONGOING SUPPORT: The client may, at any time, contact the Consultique analyst team by e-mail, telephone or arrange a face-to-face meeting. At predetermined intervals, our Research and Analysis Team provides a detailed report with information and updates on the client’s financial situation.