Consultoria Financeira Pessoal

Oferecemos planejamento financeiro personalizado, sem intermediação de investimentos ou serviços regulados.

Planejamento Financeiro
A financial report is laid out with an intricate chart showing data trends over multiple years. Surrounding text appears to be in a newspaper format, with graphs and tables prominently displayed. The focus is on a detailed line graph illustrating fluctuations.
A financial report is laid out with an intricate chart showing data trends over multiple years. Surrounding text appears to be in a newspaper format, with graphs and tables prominently displayed. The focus is on a detailed line graph illustrating fluctuations.

Consultoria para organizar suas finanças e alcançar seus objetivos financeiros de forma eficaz.

A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.
A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.
Análise de Gastos

Identificamos e analisamos seus gastos para otimizar seu orçamento e aumentar sua economia.

Orientação em Investimentos

Consultoria sobre como investir de forma segura e consciente, sem intermediação de valores mobiliários.

Consultoria Financeira

Oferecemos planejamento financeiro pessoal sem intermediação de investimentos.

A hand holding a smartphone displaying a financial website, with information including market watch and stocks data visible on the screen. The background is a textured wooden surface.
A hand holding a smartphone displaying a financial website, with information including market watch and stocks data visible on the screen. The background is a textured wooden surface.
Planejamento Pessoal

Consultoria financeira adaptada às suas necessidades individuais.

A laptop displays a detailed financial chart with lines showing data trends. In the background, a person is partially visible, wearing a dark shirt with the words 'most valuable' and some logos printed on it. The setting appears to be a modern workspace.
A laptop displays a detailed financial chart with lines showing data trends. In the background, a person is partially visible, wearing a dark shirt with the words 'most valuable' and some logos printed on it. The setting appears to be a modern workspace.
A workspace setting with financial documents, a black calculator displaying numbers, a cup of black coffee on a saucer, an orange highlighter, and a blue pen on a table.
A workspace setting with financial documents, a black calculator displaying numbers, a cup of black coffee on a saucer, an orange highlighter, and a blue pen on a table.
A person holding a smartphone displaying a financial app with charts and data, while standing near a decorated Christmas tree with glowing lights.
A person holding a smartphone displaying a financial app with charts and data, while standing near a decorated Christmas tree with glowing lights.
Educação Financeira

Aprimore seu conhecimento sobre finanças pessoais e investimentos.

Depoimentos Clientes

Veja o que nossos clientes dizem sobre nossos serviços de consultoria financeira.

A consultoria da Pagmto foi essencial para organizar minhas finanças pessoais. Recomendo!

João Silva
A laptop displaying a financial dashboard with various stock market graphs and data. The screen shows different stock indices and their performance, including line charts and a bar chart for market overview. The laptop is placed on a light-colored table, and a gray sofa is visible in the background.
A laptop displaying a financial dashboard with various stock market graphs and data. The screen shows different stock indices and their performance, including line charts and a bar chart for market overview. The laptop is placed on a light-colored table, and a gray sofa is visible in the background.

São Paulo

A equipe da Pagmto me ajudou a entender melhor meu planejamento financeiro. Estou muito satisfeito com o atendimento e a clareza nas orientações.

A person is holding a smartphone in one hand displaying a banking or finance application and a colorful credit card in the other hand. Nearby, a shelf holds various gaming consoles and accessories.
A person is holding a smartphone in one hand displaying a banking or finance application and a colorful credit card in the other hand. Nearby, a shelf holds various gaming consoles and accessories.
Maria Lima

Rio Claro

★★★★★
★★★★★