OUR ESSENCE
CEO - JANE MALTA
Christian, Luisa, Marcelo e João Gabriel's mother, and Letícia's grandma!
I always had the purpose helping people , and that's what keeps me growing and bringing me great personal and professional achievements.
Over time, I realized that I needed something more, because what the market offered to my customers was no longer enough to meet with excellence and respect for each individual's particularities. So, after more than 20 years working in the financial market, this purpose that burned inside me, propelled me in 2010 to found PRIME.
OUR MANAGERS
Luisa Malta
Partner and Creative Planner
JP Rodrigues
COO Prime
OUR WHY
PRIME MANAGEMENT
We understand that the relationship with money is, and needs to be different for each person, because we have different pains, life experiences, beliefs, principles and values, which form our identity and make us unique.
With that in mind, PRIME reinforces that financial planning is completely related to behavioral planning. So, always respecting your individuality, we carry out a 360º diagnosis to map your financial and personal life in order to use the appropriate tools, so that in the future you will be able to relate better with the money and make assertive choices to obtain your financial freedom and realize your biggest dreams in the most healthy, structured and safe way possible.
This will be our greatest delivery and fulfillment. HOW do you fight, you do WITH many things and WHY you when you need it!
SERVICES
To make this great gear, which is your life, work in the best possible way, PRIME offers services that optimize the bureaucratic processes of your daily life, giving you more freedom of time for you to take care of what is most valuable to you!
PAYMENTS
To optimize your time, Prime makes the payment of your bills and organizes in detail the financial flow of income x expenses for an efficient management of your resources , seeking the best results for a financially safe and healthy life.
GEST SERVICE
Our concierge team is on hand to solve day-to-day demands, make your online shopping requests , such as tickets, accommodations, gifts, wines and flowers. We also adapt, together with service providers, better plans according to your needs. The goal is to guarantee you more free time for your personal life.
FINANCIAL PLANNING
Based on the information provided by the client, we consolidate the data in a personalized financial report where we give a clear view of opportunities, in search of new possibilities for generating wealth in the short, medium and long terms. This report is also presented at monthly strategic plan alignment meetings for the following months.
INVESTMENTS
In partnership with private banking and independent investment institutions, we seek to achieve above-average profitability, with assertive planning and adapted to your profile for a constant equity evolution.
CONTACT
Av. Ambassador Abelardo Bueno, nº 1 - B loco Lagoa 1 - Rooms 414 415 e 416 Dimension Office & Park Building - C EP: 22775-022
Tel: 21 3400-7140