Expat Financial Services
in Italy

Your Partner in Managing Cross-Border Finances

Relocating to Italy or managing finances from abroad can be complex, but it doesn’t have to be overwhelming.

Whether you’re a non-resident, a recent expat, or someone planning to invest in Italy, I’m here to guide you with tailored solutions that simplify your financial journey.

How I Can Help You

I offer personalized services to meet the unique needs of expatriates and non-residents:

  • Managing Bank Accounts and Investments for Non-Residents: Keep your finances organized with a dedicated strategy for accounts and investments in Italy.
  • Retirement Plans and Financial Future in Italy: Optimize your pension and secure your financial future under Italian regulations.
  • Mortgage Feasibility for Foreign Residents: Assess and navigate the process of obtaining a mortgage in Italy.
  • Relocation Financial Planning: Organize your financial life for a smooth transition to Italy.
  • Cross-Border Investment Strategies: Efficiently transfer and manage investments between countries.

Who Is This For?

This service is perfect for you if:

  • You’ve relocated to Italy and want to reorganize your financial life for optimal results.
  • You have investments abroad and need guidance on transferring them efficiently to Italy.
  • You’re seeking a cross-border investment and financial strategy tailored to your unique situation
  • You’re a non-resident who wants to maintain a bank account in Italy.
  • You live abroad but have investments in Italy you’d like to optimize—or you’re looking to start investing here
  • You’re a foreign resident considering a mortgage to purchase property in Italy.

What This Service Does Not Include

To ensure clarity, here’s what you should not expect from this service:

  • Full Delegation: I won’t completely take over your financial management. My priority is to ensure you understand every step of the process and its purpose.
  • Legal or Tax Advice: While I don’t provide legal or tax consulting, I can collaborate with your trusted professionals to create a cohesive financial plan.
  • Promises of Quick or Easy Gains: I adopt a prudent, strategic approach, focusing on solid, long-term financial planning rather than shortcuts or risky ventures.
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How We Work: Step by Step

Here’s what you can expect when working with me:

Introductory Call

A no-obligation conversation to understand your needs, answer your initial questions, and outline how I can support you.

Analysis and Diagnosis

A comprehensive financial check-up to assess your current situation, identify opportunities, and pinpoint challenges.

Strategy Development

Together, we’ll create a personalized financial strategy, selecting the right tools and crafting a clear investment plan tailored to your goals.

Implementation

I’ll guide you through the operational aspects, ensuring the plan is executed effectively and efficiently.

Monitoring

Ongoing reviews and adjustments to keep your strategy aligned with your evolving needs and the financial market landscape.

Costs and How Services Are Delivered

I have a cooperation agreement with one of the leading Italian banks, giving us access to cutting-edge structures and infrastructure to reorganize your finances in Italy!

My consulting service is fee-only, meaning my compensation is calculated as a percentage of the assets invested through my partner bank. The exact amount depends on the complexity of your specific case, and you will receive a clear estimate after our first meeting.

I do not earn commissions from the sale of specific products—this ensures we can use only the most efficient tools available on the market! My incentives are fully aligned with your goals, so you never have to worry about conflicting interests.

We can work either online or in person in Milan, Lecco, or Monza, depending on your preference.

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Ready to Take Control of Your Finances?

Whether you’re navigating life as an expat or managing investments from abroad, I’m here to provide clarity and confidence.

Contact me today to schedule a consultation and start building a financial plan tailored to your needs.

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