{"id":686,"date":"2025-10-04T16:30:29","date_gmt":"2025-10-04T16:30:29","guid":{"rendered":"https:\/\/navigoadfutura.com\/wealth-and-financial-advice\/"},"modified":"2026-02-16T13:25:10","modified_gmt":"2026-02-16T13:25:10","slug":"wealth-and-financial-advice","status":"publish","type":"page","link":"https:\/\/navigoadfutura.com\/en\/wealth-and-financial-advice\/","title":{"rendered":"Wealth and financial advice"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|phone&#8221; admin_label=&#8221;Hero Asesoramiento patrimonial y financiero&#8221; module_id=&#8221;Hero&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;rgba(0,0,0,0.6)&#8221; background_image=&#8221;https:\/\/navigoadfutura.com\/wp-content\/uploads\/2025\/10\/Asesoramiento-patrimonial-y-financiero.jpg&#8221; background_blend=&#8221;multiply&#8221; max_width=&#8221;100%&#8221; module_alignment=&#8221;center&#8221; custom_margin_tablet=&#8221;0px|20px|0px|20px|true|true&#8221; 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animation_speed_curve=&#8221;ease&#8221; custom_css_main_element=&#8221;display: flex;||align-items: center;&#8221; global_colors_info=&#8221;{}&#8221; custom_css_main_element_last_edited=&#8221;on|tablet&#8221; custom_css_main_element_tablet=&#8221;display: inherit;||align-items: inherit;&#8221; custom_css_main_element_phone=&#8221;display: inherit;||align-items: inherit;&#8221; width__hover_enabled=&#8221;on|desktop&#8221; width__hover=&#8221;90%&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_font=&#8221;Questrial||||||||&#8221; header_text_color=&#8221;#FFFFFF&#8221; header_font_size=&#8221;54px&#8221; header_2_font=&#8221;Questrial|700|||||||&#8221; header_2_text_align=&#8221;center&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;54px&#8221; custom_margin=&#8221;0px||35px||false|false&#8221; custom_margin_tablet=&#8221;0px||35px||false|false&#8221; custom_margin_phone=&#8221;0px||20px||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; header_font_size_tablet=&#8221;50px&#8221; header_font_size_phone=&#8221;46px&#8221; header_font_size_last_edited=&#8221;on|phone&#8221; header_2_font_size_tablet=&#8221;38px&#8221; header_2_font_size_phone=&#8221;32px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1><strong>Wealth and financial advice<\/strong><\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Questrial||||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.2em&#8221; max_width=&#8221;540px&#8221; max_width_tablet=&#8221;100%&#8221; max_width_phone=&#8221;100%&#8221; max_width_last_edited=&#8221;on|tablet&#8221; module_alignment=&#8221;left&#8221; 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admin_label=&#8221;Equipo&#8221; module_id=&#8221;Our Approach&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#000000&#8243; locked=&#8221;off&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;2_5,3_5&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; max_width=&#8221;90%&#8221; animation_style=&#8221;fade&#8221; custom_css_main_element=&#8221;display: flex;||align-items: center;&#8221; global_colors_info=&#8221;{}&#8221; custom_css_main_element_last_edited=&#8221;on|tablet&#8221; custom_css_main_element_tablet=&#8221;display: inherit;||align-items: inherit;&#8221; custom_css_main_element_phone=&#8221;display: inherit;||align-items: inherit;&#8221;][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_2_font=&#8221;Questrial||||||||&#8221; header_2_text_align=&#8221;center&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;42px&#8221; custom_margin=&#8221;0px||35px||false|false&#8221; custom_margin_tablet=&#8221;0px||35px||false|false&#8221; custom_margin_phone=&#8221;0px||20px||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; header_2_font_size_tablet=&#8221;38px&#8221; header_2_font_size_phone=&#8221;32px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: left;\"><strong>Our approach<\/strong><\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Questrial||||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.2em&#8221; max_width=&#8221;540px&#8221; max_width_tablet=&#8221;100%&#8221; max_width_phone=&#8221;100%&#8221; max_width_last_edited=&#8221;on|tablet&#8221; module_alignment=&#8221;center&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: left;\">At <strong>Navigo ad Futura,<\/strong> we assist <strong>entrepreneurs and familie<\/strong>s in organising and protecting their assets, with a clear, practical vision tailored to each situation. Our goal is to help you make <strong>smart financial decisions<\/strong> and manage your resources in a way that provides security today and sustainability in the future.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_3_font=&#8221;Questrial||||||||&#8221; header_3_text_align=&#8221;center&#8221; header_3_text_color=&#8221;#e9ab17&#8243; header_3_font_size=&#8221;20px&#8221; header_3_letter_spacing=&#8221;-0.5px&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 style=\"text-align: left;\"><strong>Overview of heritage<\/strong><\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Questrial||||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;18px&#8221; text_letter_spacing=&#8221;-0.5px&#8221; text_line_height=&#8221;1.2em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: left;\">We analyse the client&#8217;s assets, savings, investments and projects in a simple and orderly manner to understand how they relate to each other.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_3_font=&#8221;Questrial||||||||&#8221; header_3_text_align=&#8221;center&#8221; header_3_text_color=&#8221;#e9ab17&#8243; header_3_font_size=&#8221;20px&#8221; header_3_letter_spacing=&#8221;-0.5px&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 style=\"text-align: left;\"><strong>Personalised financial planning<\/strong><\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Questrial||||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;18px&#8221; text_letter_spacing=&#8221;-0.5px&#8221; text_line_height=&#8221;1.2em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: left;\">We design a tailor-made plan to balance current needs and future goals: liquidity, savings, investment, protection and generational succession.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_3_font=&#8221;Questrial||||||||&#8221; header_3_text_align=&#8221;center&#8221; header_3_text_color=&#8221;#e9ab17&#8243; header_3_font_size=&#8221;20px&#8221; header_3_letter_spacing=&#8221;-0.5px&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 style=\"text-align: left;\"><strong>Protection and safety<\/strong><\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Questrial||||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;18px&#8221; text_letter_spacing=&#8221;-0.5px&#8221; text_line_height=&#8221;1.2em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: left;\">We help identify risks and implement solutions that guarantee the stability of family or business assets in the face of unforeseen events.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_3_font=&#8221;Questrial||||||||&#8221; header_3_text_align=&#8221;center&#8221; header_3_text_color=&#8221;#e9ab17&#8243; header_3_font_size=&#8221;20px&#8221; header_3_letter_spacing=&#8221;-0.5px&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 style=\"text-align: left;\"><strong>Coordination with specialists<\/strong><\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Questrial||||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;18px&#8221; text_letter_spacing=&#8221;-0.5px&#8221; text_line_height=&#8221;1.2em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: left;\">We collaborate with solicitors, tax advisers and financial institutions to ensure that all the pieces are aligned and the client receives a comprehensive, consistent service.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_3_font=&#8221;Questrial||||||||&#8221; header_3_text_align=&#8221;center&#8221; header_3_text_color=&#8221;#e9ab17&#8243; header_3_font_size=&#8221;20px&#8221; header_3_letter_spacing=&#8221;-0.5px&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 style=\"text-align: left;\"><strong>Close support<\/strong><\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Questrial||||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;18px&#8221; text_letter_spacing=&#8221;-0.5px&#8221; text_line_height=&#8221;1.2em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: left;\">It&#8217;s not just about numbers: we work alongside each client as a trusted partner, providing clarity in decisions that make a difference in the medium and long term.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;KPI&#8217;s&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#000000&#8243; custom_padding=&#8221;80px||80px||true|false&#8221; animation_style=&#8221;fade&#8221; locked=&#8221;off&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_2_font=&#8221;Questrial|700|||||||&#8221; header_2_text_align=&#8221;center&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;42px&#8221; custom_margin=&#8221;0px||35px||false|false&#8221; custom_margin_tablet=&#8221;0px||35px||false|false&#8221; custom_margin_phone=&#8221;0px||20px||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; header_2_font_size_tablet=&#8221;38px&#8221; header_2_font_size_phone=&#8221;32px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: center;\">What sets us apart<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_4,1_4,1_4,1_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; max_width=&#8221;90%&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_3_font=&#8221;Questrial||||||||&#8221; header_3_text_align=&#8221;center&#8221; header_3_text_color=&#8221;#e9ab17&#8243; header_3_font_size=&#8221;20px&#8221; header_3_letter_spacing=&#8221;-0.5px&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 style=\"text-align: center;\"><strong>Clear language and <\/strong><br \/><strong>practical solutions<\/strong><\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Questrial||||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;18px&#8221; text_letter_spacing=&#8221;-0.5px&#8221; text_line_height=&#8221;1.2em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\">We explain the options without unnecessary technical jargon.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_3_font=&#8221;Questrial||||||||&#8221; header_3_text_align=&#8221;center&#8221; header_3_text_color=&#8221;#e9ab17&#8243; header_3_font_size=&#8221;20px&#8221; header_3_letter_spacing=&#8221;-0.5px&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 style=\"text-align: center;\"><strong>Complete <br \/>independence<\/strong><\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Questrial||||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;18px&#8221; text_letter_spacing=&#8221;-0.5px&#8221; text_line_height=&#8221;1.2em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\">We do not sell financial products; the only interest<br \/>we defend is that of the client.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_3_font=&#8221;Questrial||||||||&#8221; header_3_text_align=&#8221;center&#8221; header_3_text_color=&#8221;#e9ab17&#8243; header_3_font_size=&#8221;20px&#8221; header_3_letter_spacing=&#8221;-0.5px&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 style=\"text-align: center;\"><strong>Guidance for SMEs <\/strong><br \/><strong>and business families<\/strong><\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Questrial||||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;18px&#8221; text_letter_spacing=&#8221;-0.5px&#8221; text_line_height=&#8221;1.2em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\">We understand your challenges<br \/>and design solutions tailored to your reality.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_3_font=&#8221;Questrial||||||||&#8221; header_3_text_align=&#8221;center&#8221; header_3_text_color=&#8221;#e9ab17&#8243; header_3_font_size=&#8221;20px&#8221; header_3_letter_spacing=&#8221;-0.5px&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 style=\"text-align: center;\"><strong>Proximity<\/strong><br \/><strong>and trust<\/strong><\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; 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