Let’s put your finances in order, one step at a time.
Savings, insurance, retirement and your home, looked at together. The first hour is free, with no commitment.
I work in Spanish and English.
Consultor Financiero para OVB · External collaborator of OVB Allfinanz España, a tied insurance agency (DGSFP AJ0230).
Sound familiar?
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I save every month, but I don’t know if it’s enough.
We give your savings goals and deadlines.
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I want to buy a home in a few years.
We prepare the deposit in good time. For the mortgage, I introduce you to an OVB colleague registered with the Banco de España.
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We’re having a baby.
We think together about how to protect your family.
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I’m self-employed.
We look at how to cover time off sick and how to start preparing your retirement.
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I’m worried about my pension.
We look at how much you’ll need and how to get there in time.
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I have policies here and there and don’t know what they cover.
We go through them together so you know what you have.
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I’ve just moved to Spain.
I explain how everything works here, in Spanish or English.
How it works
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We get to know each other
A free hour, at our Madrid office or by video call. You tell me what you have and what you want to achieve.
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I prepare a proposal
Clear and in writing. You decide, with no rush.
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I stay with you
We review it together every year, because life changes.
About me
I’m Alberto. I studied Economics at the Universidad Autónoma de Madrid and have lived in Rome and Amsterdam, where I ran my own business. Today I help people and families get their finances in order as a Consultor Financiero para OVB, a German group founded in 1970 and listed on the Frankfurt Stock Exchange.
Questions
- How much does it cost?
- The first hour is free. If you then take something out, you’ll know its price before you decide.
- Do I have to take anything out?
- No. You can hear the proposal and take your time to think it over.
- What should I bring?
- Just a rough idea of your income and expenses. If you have policies or plans, bring them too.
- What if I already have policies?
- We review them together. If they’re fine, I’ll tell you.
Let’s talk
Write to me on WhatsApp or by email and we’ll find a time.
Legal information
OVB Allfinanz España, S.A. is a tied insurance agency registered in the administrative register of insurance and reinsurance distributors of the DGSFP under key AJ0230, with registered office at Plaza Manuel Gómez Moreno 2, 8.º A, 28020 Madrid, tax ID A-83444562. It is also registered with the Banco de España as a real estate credit intermediary under code D087. The information on this page is general and does not constitute personalised advice or an investment recommendation.
OVB holds agency agreements with these insurers: Allianz, Compañía de Seguros y Reaseguros, S.A.; ARAG SE, Sucursal en España; Atlantis Vida, Compañía de Seguros y Reaseguros, S.A.; Avanza Previsión, Compañía de Seguros, S.A.; AXA Aurora Vida, S.A. de Seguros y Reaseguros; AXA Seguros Generales, S.A. de Seguros y Reaseguros; DKV Seguros y Reaseguros, S.A.E.; ERGO Vida Seguros y Reaseguros, S.A.; Generali España de Seguros y Reaseguros, S.A.; Generali España, S.A. de Seguros y Reaseguros; Intesa Sanpaolo Assicurazioni S.p.A.; La Previsión Mallorquina de Seguros, S.A.; Mapfre España, Compañía de Seguros y Reaseguros, S.A.; Mapfre Vida, S.A. de Seguros y Reaseguros sobre la Vida Humana; Occident GCO, S.A. de Seguros y Reaseguros; Santa Lucía, S.A. Compañía de Seguros y Reaseguros; Santa Lucía Vida y Pensiones, S.A., Compañía de Seguros y Reaseguros; SegurCaixa Adeslas, S.A. de Seguros y Reaseguros; Zurich Insurance Europe AG, Sucursal en España; Zurich Vida, Compañía de Seguros y Reaseguros, S.A.