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Financial Planner
+351 912 895 843
Raoul.ruiz@RZFinancialplanning.com
Rua General Humberto Delgado 79
8200-447 Guia
+351 912 895 843
hello@rzfinancialplanning.com
Raoul Ruiz Martinez
Financial Planner
As the founder of RZ Financial Planning, Raoul had been living and working in Portugal for 18 years, taking care of all manner of private clients from those who hold real estate in Portugal as non-residents to those who want more from Portugal and choose to become resident.
With 15 years of experience in financial planning under the Marketing in Financial Investment Directive (MiFID), RZ Financial Planning was established to provide new and existing clients with a unique service that puts the client at the forefront of every decision, establishing strong relationships, thereby creating the uniquely tailored approach and solutions.
'Our vision at RZ Financial Planning puts our clients at the centre. Holistic Financial Planning services provide a wealth of experience and knowledge which aims to uphold consumer protection and the treatment of clients fairly at the fore from inception, and throughout the lifetime of client-adviser relationships. Today, across Portugal, we provide tax consultancy services to private High Net Worth clients and established service companies and partners, such as Eurofinesco SA.'