Planejamento Financeiro

Oferecemos consultoria para ajudar você a alcançar seus objetivos financeiros no Brasil com eficácia.

Consultoria Pessoal

Analisamos suas finanças pessoais e criamos estratégias customizadas para alcançar suas metas financeiras.

A person holding a smartphone displaying a financial app with charts and data, while standing near a decorated Christmas tree with glowing lights.
A person holding a smartphone displaying a financial app with charts and data, while standing near a decorated Christmas tree with glowing lights.
Educação Financeira

Promovemos workshops e cursos para conscientizar sobre a importância do planejamento financeiro e gestão de recursos.

Oferecemos suporte contínuo e acompanhamento das suas finanças para garantir que esteja sempre no caminho certo.

Acompanhamento Contínuo
A top view of a notebook open to a page with the headings 'The Weekly Worksheet,' 'Roles,' and 'Goals' written at the top. Each column lists aspects like spiritual, physical, mental, and social/emotional, along with a central note 'Sharpen the Saw.' A pen rests diagonally across the page. Next to the notebook is the book 'The 7 Habits of Highly Effective People' by Stephen R. Covey, placed on a textured gray surface.
A top view of a notebook open to a page with the headings 'The Weekly Worksheet,' 'Roles,' and 'Goals' written at the top. Each column lists aspects like spiritual, physical, mental, and social/emotional, along with a central note 'Sharpen the Saw.' A pen rests diagonally across the page. Next to the notebook is the book 'The 7 Habits of Highly Effective People' by Stephen R. Covey, placed on a textured gray surface.
Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.
Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.

Avaliações Clientes

Veja o que nossos clientes dizem sobre nossos serviços de planejamento financeiro.

Apoio de PGT transformou minha vida financeira. Recomendo a todos que buscam ajuda!

Mariana Silva
A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.
A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.

São Paulo

Excelente serviço! A equipe é muito atenciosa e realmente entende de planejamento financeiro. Estou muito satisfeito com os resultados que obtive até agora.

A financial report is laid out with an intricate chart showing data trends over multiple years. Surrounding text appears to be in a newspaper format, with graphs and tables prominently displayed. The focus is on a detailed line graph illustrating fluctuations.
A financial report is laid out with an intricate chart showing data trends over multiple years. Surrounding text appears to be in a newspaper format, with graphs and tables prominently displayed. The focus is on a detailed line graph illustrating fluctuations.
Carlos Lima

Rio Janeiro

★★★★★
★★★★★

Projetos Financeiros

Oferecemos soluções personalizadas para planejamento financeiro no Brasil.

A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.
A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.
Consultoria Financeira

Apoio em gestão de finanças pessoais e investimentos.

A stylish planner labeled 'Goal Planner' rests on a marble surface. The planner has an elegant design with a pastel pink and peach cover featuring minimalistic black leaf illustrations. Adjacent to the planner is a sprig of dried eucalyptus, adding a natural, calming touch to the scene.
A stylish planner labeled 'Goal Planner' rests on a marble surface. The planner has an elegant design with a pastel pink and peach cover featuring minimalistic black leaf illustrations. Adjacent to the planner is a sprig of dried eucalyptus, adding a natural, calming touch to the scene.
A person standing in front of a projector screen displaying interest rates and other financial information. The person appears to be giving a presentation or lecture in a classroom or office setting. A computer monitor and some papers are visible on a desk in the foreground.
A person standing in front of a projector screen displaying interest rates and other financial information. The person appears to be giving a presentation or lecture in a classroom or office setting. A computer monitor and some papers are visible on a desk in the foreground.
A hand holding a smartphone displaying a financial website, with information including market watch and stocks data visible on the screen. The background is a textured wooden surface.
A hand holding a smartphone displaying a financial website, with information including market watch and stocks data visible on the screen. The background is a textured wooden surface.
Planejamento Pessoal

Estratégias para alcançar seus objetivos financeiros com eficiência.