Consultoria Financeira Personalizada para Você

Planejamento financeiro sem intermediação de investimentos ou serviços regulados. Confiança e transparência sempre.

Consultoria Financeira Pessoal de Qualidade

Na Portal de Pgmts Adm, somos uma microempresa dedicada a oferecer consultoria financeira pessoal, focando em planejamento financeiro sem intermediação de investimentos ou serviços regulados.

A professional consultation setting with a medical professional sitting at a desk facing a client. The room has a modern aesthetic with white walls decorated with framed certificates. The desk is organized with office supplies, a laptop, and a fruit bowl in the center.
A professional consultation setting with a medical professional sitting at a desk facing a client. The room has a modern aesthetic with white walls decorated with framed certificates. The desk is organized with office supplies, a laptop, and a fruit bowl in the center.
Quem Somos
Nossa Missão

Nosso compromisso é proporcionar orientações financeiras personalizadas, ajudando nossos clientes a alcançarem seus objetivos financeiros de forma segura e eficiente, sempre respeitando as normas vigentes do setor.

Consultoria Financeira Pessoal

Oferecemos planejamento financeiro sem intermediação de investimentos ou serviços regulados.

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.
Planejamento Financeiro Personalizado

Consultoria adaptada às suas necessidades financeiras e objetivos pessoais.

Sem Intermediação de Investimentos

Focamos apenas em consultoria, garantindo isenção de registros regulatórios específicos.

Aconselhamento Financeiro Especializado

Orientação profissional para melhorar sua saúde financeira e alcançar suas metas.

woman wearing yellow long-sleeved dress under white clouds and blue sky during daytime

A consultoria financeira foi essencial para o meu planejamento. Recomendo os serviços da equipe sempre!

João Silva

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.

Excelente atendimento e orientações claras. Ajudaram-me a organizar minhas finanças pessoais de forma eficaz.

Maria Lima

A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.
A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.
★★★★★
★★★★★

Entre em Contato Conosco

Estamos aqui para ajudar com sua consultoria financeira pessoal.

A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.