OVB Financial Consultant in Palma
We help you to organize and make your savings and assets profitable.
Request a free informational meeting to see how we can help you.
More than 700 satisfied customers
Personalized financial advice
If you have come this far, it is because you are looking to make your money profitable, either by automating your savings in an intelligent way or by looking for the best mortgage. We will advise you in a personal and close way, with a clear and simple language so that you understand each step. Your money will be put to work from the first day to get annual profitability from the hand of only trusted companies.
Leading company
At OVB you have the guarantee of more than 50 years of experience in financial consulting.
Secure savings
We only work with companies regulated by European and Spanish bodies, including the Bank of Spain, the Spanish Securities and Exchange Commission (CNMV) and the Directorate General of Insurance and Pension Funds (DGSFP).
Proven methodology
We use the A-A-S method: after an analysis of the personal situation, we look for the most suitable planning for each client.
24/7 counseling
We offer personalized and comprehensive advice throughout the year in the creation and growth of wealth, as well as personal and asset protection.
OUR SERVICES
We offer financial advice in Palma
BLOG
WITH WHOM WE WORK
We only work with profitable and reliable companies
We offer customized solutions to achieve financial goals
TESTIMONIALS
What our customers say
We work with a client portfolio of individuals, freelancers and companies.
FAQs
What services does a financial advisor offer?
We offer in a close, simple and clear way a wide variety of personalized services, among others:
– Financial Planning: creation and growth of wealth
– Retirement Planning
– Study and shortening of mortgage
– Investment Management
– Tax Planning
– Wealth Protection
What information do I need to bring to our first meeting?
As this is a purely informative first contact, we recommend our clients to have information about their income, expenses, assets, liabilities, current investments, insurance policies and any other relevant financial documents. This will help us to better understand your financial situation and objectives.
How can I know if a financial advisor is trustworthy?
We recommend you to use professionals with official certifications, such as the CAF (Certified Financial Advisor) or CFP (Certified Financial Planner). You can also check on the website of the National Securities and Markets Commission (CNMV) which institutions are official and the Directorate General of Insurance and Pension Funds (DGSFP).
What kind of return on investment can I expect?
The outcome of savings or the return on an investment depends on many factors, including your risk tolerance, the time horizon or the conditions of the global economy. We cannot guarantee specific performance, but regular monitoring allows us to minimize any setbacks.
How will a financial plan be developed for me?
We design a financial plan based on your objectives, current situation, time horizon and risk tolerance. This includes assessing your income, expenses, assets and liabilities, and creating a customized strategy to achieve your goals.
How often will we review my financial plan?
We review your financial plan on a regular basis, usually annually or semi-annually, or when there are significant changes in your financial situation or in the market. We are also available for any consultation or meeting you may request at any time of the year.
What happens if my circumstances change?
We work with flexible and customized planning and strategies, which allows us to adjust your financial plan to your new situation.
What type of clients do we work with?
We work with a wide range of clients, from individuals and families to companies and homeowners’ associations. We specialize in helping those seeking comprehensive wealth management, retirement planning and personalized investment strategies.
