Spot financial advice: an independent answer, when you need one
Do you need an answer, not ongoing support? Spot Advisory works in two ways: time-based, for specific questions; packaged, to reorganise your portfolio. Clear price upfront, no commitment.
It starts with the check-up. Free.
Portfolio Check-up
“What do I really own? What is the logic behind it? How much risk — and how much does it cost?”
An independent diagnosis of what you already hold: knowing what you own, and why — alignment with your goals, risk, real costs. With a scorecard and priorities for action. Free, confidential, without moving a thing.
Book the check-up →- —Alignment of the portfolio with your goals
- —Risk, overlaps and total costs
- —Assessment of the instruments — and a reading of the MiFID cost report
- —Priorities for action — without operational recommendations: those are the work of the advisory service
Two ways of working. A clear price, upfront.
For specific questions
An hour dedicated to your question. Rate agreed upfront, no further commitment.
- A second opinion on a proposal you received from your bank
- Analysis of individual instruments — proposed to you, or chosen by you
- Pensions, investment taxation, a specific decision
The first general opinion is free: book a call →
Book the session →Investment Plan
A ready-defined package: how to do it, what to do and how to implement it — a concentrated course in financial education applied to your case. Then you do it yourself.
- Analysis of your wealth, cash-flow plan, liquidity reserve
- Goals, risk profile, recommended allocation
- Efficient instruments and concrete steps
Simple, in three steps.
Your question
You tell us the situation in a free call. We tell you which format fits — time-based or packaged.
The work
The dedicated session or the preparation of the plan.
The delivery
The answer discussed together. Then you decide: free to act, with no commitment.
And for dedicated needs
Would you rather we took care of it, all year round?
Spot advisory is also a component of Wealth Advisory: the ongoing service that brings everything together, with operational recommendations and a dedicated professional.
What is your question?
A free, no-obligation call: we point you to the right format, with a clear cost.
Book a free call →or write to info@acadvisor.eu