SEFA is a model of financial advice designed for professionals in the world of sports and entertainment that I developed and implemented during my journey in the world of private banking. The goal is to provide tools and a few simple rules to build a targeted wealth management together, considering the particular profession performed by this category of clients.
The career of an athlete or artist is unpredictable and its duration cannot be defined in advance. This requires ad hoc diversification and well-structured investment plan planning to secure and increase assets over the medium to long term.
Also decisive will be the collaborative relationship established with the Agent representing the client with whom I will work in synergy united for a single purpose, the enhancement of his or her future.
The best way to do this?
Taking advantage of the opportunities of the present to benefit tomorrow.
Learn about SEFA's way of working now.
SEFA
CLIENT EXPERIENCE
The model involves client involvement at all stages of financial planning. After understanding his or her needs over the short and medium to long term, a range of alternatives will be identified and submitted that will enable the established goals to be achieved through different strategies.
The client will then choose the most suitable solution.
ACTIVITIES
TAILOR MADE SOLUTIONS
Working with highly valued partners who specialize in areas complementary to finance allows clients to rely on a supportive team for all-round advice.
A DUAL BENEFIT is thus guaranteed.
The convenience of having as interlocutor a single advisor who can act as a filter for every need and the opportunity to obtain interesting benefits and treatments applied to the services offered by our partners.
Due to the transparency and quality of the proposed service, 100% of customers who choose SEFA express their liking after using this consulting model.
FINANCIAL
ADVISORY
REAL
ESTATE
ART
ADVISORY
INVESTMENTS
INSURANCE
TAX
GENERATIONAL
CHANGE
SERVICES
CORPORATE
WINE
LEGAL
CRYPTO
BIZER
BENEFIT
A need shared by many clients is to have the opportunity to work with a single trusted contact person who can manage their wealth position and create new business opportunities.
Hence the figure of the Problem Solver was born.
For this reason, the SEFA model complements the consulting proposition by providing the client with a BENEFIT.
Through an identification code, the client is in fact given the opportunity to download for free and access by invitation to the BIZER app, a platform that allows our exclusive network of users to conclude unique deals.
Press on the logo to view the presentation and get more information
ACTIVITIES
TAILOR MADE SOLUTIONS
Working with highly valued partners who specialize in areas complementary to finance allows clients to rely on a supportive team for all-round advice.
A DUAL BENEFIT is thus guaranteed.
The convenience of having as interlocutor a single advisor who can act as a filter for every need and the opportunity to obtain interesting benefits and treatments applied to the services offered by our partners.
Due to the transparency and quality of the proposed service, 100% of customers who choose SEFA express their liking after using this consulting model.
FINANCIAL
ADVISORY
REAL
ESTATE
ART
ADVISORY
INVESTMENTS
INSURANCE
TAX
GENERATIONAL
CHANGE
SERVICES
CORPORATE
WINE
LEGAL
CRYPTO
BIZER
BENEFIT
A need shared by many clients is to have the opportunity to work with a single trusted contact person who can manage their wealth position and create new business opportunities.
Hence the figure of the Problem Solver was born.
For this reason, the SEFA model complements the consulting proposition by providing the client with a BENEFIT.
Through an identification code, the client is in fact given the opportunity to download for free and access by invitation to the BIZER app, a platform that allows our exclusive network of users to conclude unique deals.
Press on the logo to view the presentation and get more information.
