Cookie Policy

MG Advisory - Independent Professional Financial Firm Marco Galli

Investment Area

Investment advice based on efficient and personalized portfolios
Assessment of the quality of the risks of the bank and the sales network
Renegotiation of all economic conditions applied by the bank or the sales network
Independent analysis for the evaluation of managers to whom the assets have been entrusted
Independent analysis of individual instruments and products present in the portfolio, and related risks and costs
Assessment of the consistency of the overall portfolio with the objectives expressed by the client
Independent analysis of the global macroeconomic, intermarket, and sectoral scenario
Asset allocation divided by risk, assets, instruments used, and investment themes
Periodic monitoring and reporting of the current portfolio situation
Personalized meetings on request on individual current topics or for specific requests
Training for investors on financial instruments and markets

Planning Area

Analysis of the family unit's assets, financial, and economic situation
Independent pension and insurance planning
Tax, real estate, and inheritance planning (together with other professionals)
Planning the protection of total assets from potential causes of aggression
Assessment and analysis of debt situations (mortgages, leasing, guarantees, sureties)

Business Area

Analysis of the financial structure and its consistency with the company's Business Plan
Financial Plan development
Management of relationships with Credit Institutions
Improvement and control of banking conditions
Assessment of the company rating assigned by banks
Support for issues related to guarantees, sureties, and risk center

Technical Appraisals and Assistance to Investors in Litigation Area

Technical appraisals on all financial and investment instruments and products
Technical appraisals on current accounts (usury, compound interest, CMS), leasing, and derivatives
Service as Technical Consultant for the Party (CTP) and for the Court (CTU)
Assistance in direct negotiations with Credit Institutions

Contact us for a free check-up of your financial situation or your investment portfolio

How does the first meeting with the independent consultant take place?

The first meeting is completely free of charge. The client presents their financial assets, providing the relevant documentation.
The consultant provides a fee estimate for their services. If the client accepts the proposal, the contract is signed.

How is the fee calculated?

The amount of the fee is calculated based on the complexity and time required for the analysis, the size of the assets, the risk profile, and the value of the financial research. The fee (honorarium) is the only compensation for the consultant's work. In almost all cases, the fee is far lower than the savings generated by the intervention.

What is the investment project?

The central focus of the consulting activity is the personalized investment project, tailored to the client. After conducting a complete “x-ray” of the current financial situation and presenting it to the client, the consultant gathers the necessary information to set up the best investment strategy for achieving the client's goals.

Is ongoing assistance provided?

The consultant is available at any time to interact in person, by email, or by phone. At predetermined intervals, the consultant provides the client with a detailed report containing information and updates on the financial situation.

Do I have to change banks?

The client can keep their securities with their trusted bank or banks. If they wish to change banks, the consultant can assist with evaluations and negotiating fees.

twitter
linkedin

Cookie Policy