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  • Financial Planning Services
  • Retirement Planning
  • Investment Advice
Fabio Brogneri - Financial Planner profile image
F

Fabio Brogneri - Financial Planner

As an experienced financial planner at Envestpro, I’ve developed a human-centric approach that sets me apart. My mission is to empower retirees to enjoy their golden years. Over the last seven years, I’ve become adept at guiding people towards a secure and fulfilling retirement – and it truly excites me to see the transformational impact this has on their lives. I assist in the transition from uncertainty to confidence and peace about your financial future. I earned my BComm in Strategic Management in 2016. Recognising the need for a more personal touch in retirement planning, I furthered my education with a PGDip in Financial Planning from the University of the Free State in 2022. My approach extends beyond numbers. At the heart of my methodology is deep empathy and understanding. I sincerely value understanding each retiree’s personal story and ambitions to craft financial plans that resonate with their dreams. I strive to do more than just navigate financial scenarios; I aim to connect with each retiree's hopes, fears, and aspirations. By offering customised strategies and building genuine connections, I invite my clients to embark on a journey of financial security and emotional satisfaction. Connect with me, and let’s write your retirement narrative with care, understanding, and a tailored approach.

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What do you love most about your job?

I love the ability to empower clients with the knowledge and tools they need to secure their financial futures. There's a deep sense of satisfaction in helping individuals and families navigate complex financial landscapes and achieve their goals, whether it's planning for retirement, managing investments, or safeguarding their estates. Witnessing the positive impact of my advice on their lives is truly rewarding.

What inspired you to start your own business?

I was inspired by a desire to make a meaningful difference in people's lives through personalized financial planning. I wanted to create a practice where I could build long-term, trusting relationships with clients and offer tailored solutions that truly align with their individual needs and aspirations. The autonomy of running my own business allows me to prioritize my clients' best interests and deliver the highest level of service.

Why should our clients choose you?

Clients should choose me because of my commitment to their success, my expertise in financial planning, and my personalized approach. I take the time to understand each client's unique situation and goals, and I provide clear, actionable advice to help them navigate their financial journey. With a focus on integrity and transparency, I aim to build long-lasting relationships based on trust and mutual respect.

Can you provide your services online or remotely? If so, please add details.

Yes, I can provide my services online or remotely, leveraging secure video conferencing and digital collaboration tools. This allows me to offer flexible and convenient financial planning sessions, document sharing, and ongoing support, no matter where my clients are located. This approach ensures that distance is not a barrier to receiving expert financial advice and maintaining close communication.

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Reviews

4,39/5,00

based on 6 559 reviews

Dusan, is extremely organised. Dusan honestly investigates, which option would be in the clients best interest. He cares about giving great service.

18 Apr 2024

Dusan is great, he is really quick and easy to work with. He takes the time to understand your situation and then he sorts everything out. 5stars

18 Apr 2024

Goes the Extra Mile , Always Available , Attention to Detail , Professional and Knows his Products.

18 Apr 2024

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