PEOPLE AND FAMILIES
At every stage of your financial journey, we stand by your side, bringing expertise, structure, and genuine care to help you grow with clarity and peace of mind.
plan+ act + manage= tranquility
Plan to Achieve
Because every financial goal begins with a well-structured plan.
Family Budget Organization
Turn day-to-day financial management into a simple and transparent process.
We identify opportunities, balance expenses, and create a plan that fits your lifestyle so money becomes a tool for progress, not a source of stress.
Life Financial Plan
More than numbers, it's a clear vision for your financial journey.
Together, we define goals, set priorities, and design a realistic plan that evolves with you — balancing today's needs with tomorrow's dreams.
Retirement Savings Plan
The future starts today.
We'll help you create a practical, flexible savings plan that brings peace of mind and freedom when the time comes.
Act with Confidence
Because every change feels easier when guided with clarity.
Preparing for Your First Home Loan
Buying your first home is one of life's most meaningful milestones, and it should be a confident decision.
We'll help you understand each step of the process, compare options, and prepare to negotiate with the bank, ensuring you make an informed and secure choice.
Preparing to Move Home
If you're planning to move, we'll help you manage every stage smoothly, from selling or renting your current home to purchasing the next.
Our goal: reduce risks, optimize costs, and make your transition effortless.
Life Transition Planning
When it's time for a change — by choice or necessity — structure brings clarity.
We'll guide you through redefining your financial and personal direction, aligning your goals with purpose and stability.
Manage to Grow
Because growth is about evolving with balance and awareness.
Family Budget Review and Management
Professional guidance to help you review habits, identify improvements, and optimize the control of your personal finances.
Credit and Insurance Optimization
We review your current conditions and help you save wisely, renegotiating loans, adjusting terms, and ensuring your insurance truly protects you.
Financial Recovery Mentoring
When balance feels out of reach, the first step is asking for help, and it's never too late to start again.
We'll support you through a structured process of financial reorganization, step by step, until stability and confidence return.
Contact us
AVRB - Specialized consulting & professional trainning
Phone: +351 965 223 768
Adress: Rua Serpa Pinto, 78 2º Esq.
8550-467 Monchique
Professional Liability Insurance- Policy nº. 207926000
Workers' Compensation Insurance - Policy n.º 207878726
Certificate of Pedagogical Skills F776342/2025
AMI License n.º 26297
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