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Pioneer Mentoring

Following the same structure as the previous level, the topics to be discussed here will be more useful and current . It is no longer about assimilating concepts, but about developing them . We will learn to analyze statements and deduce scenarios that we can apply in our daily lives: will there be a recession or expansion? Will we have a bailout or a corralito? Is it a trial balloon or are they serious?

Likewise, every week  I will propose topics -some of them current- to discuss, ask questions and draw conclusions. In the session we will address the one most voted by the participants and we will save the recording within the course so that you can consult it whenever you want. 

You can also suggest new topics to us , to continue expanding our "knowledge library". The courses will be saved and tagged so that it is easy for you to find them the day you have a question. Access to this level also includes Discovery .

If your kids liked the previous level, they'll love this one. They'll wonder why they're not taught any of this at school when it's so much easier and more practical than what they do there. 

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The companies

They have their own legal personality, which allows you to make decisions regarding your physical person. 

They are governed by different legal codes than natural persons, especially those relating to tax matters.

They are controlled by people - known or with a certain degree of anonymity - who seek their own benefit and protection against political changes.

They never die - unless their owners want to "kill" them. Companies take on new partners while others leave, whether they are private or public.

The wealth of many families is protected in trust companies that insulate their assets from personal errors and prepare for transmission to future generations.

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Financial markets

They are governed by feelings . Only a few agents make cerebral decisions, usually contrary to the predominant feeling of the moment.

They never move in a straight line, but rather in waves, depending on their fickle feelings.

Stock markets allow you to trade stocks, commodities, bonds and become part of big businesses that will protect you for many years.

ETFs make it easy to access without incurring risks due to lack of knowledge. Passive investing is becoming more and more popular because it outperforms 90% of active managers... including your bank.

But in Spain you have to pay taxes when you change ETFs; not when you change funds...

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Central banks

They intervene in the economy conditioned by the needs of the government.

Their decisions generate great opportunities , but they also carry great dangers .

Only Asset management is a personal matter (or a family matter if it is very large). Knowledge , because it is  infinitely scalable , is the most complex thing to acquire, maintain and transmit. No matter how much information you have, if you do not know how to filter it, interpret it and apply it, you will never detect opportunities. No matter how much money you have, if you do not know how to preserve and invest it, you will not be with it for long.

Our mission is to help you with this task.


What can I do now?

  1. Register on the portal .
  2. Make an appointment with us to see if we are what you are looking for.
  3. Sign up on our website using the contact form and sign up for weekly training to begin mastering the fundamental concepts of your financial freedom.
  4. Make an appointment to optimize your tax burden ; plan your future and start drawing up your roadmap.