Bank Account Advisory Session

$250-750 USD

Kapalı

İlan edilme: 3 ay önce

$250-750 USD

Teslimde ödenir

I need a focused consultation on my current conta bancária. The goal is clear: receive consultoria e aconselhamento financeiro that helps me optimise fees, choose the most suitable account type, and improve overall liquidity management without compromising security. During our interaction, I will share my present banking setup, planned income flows, and any pain points I face with charges or service limitations. Drawing on your knowledge of Brazilian banking regulations, Pix transfers, digital-only options, and savings-linked accounts, you will highlight practical actions I can take right away as well as longer-term strategies to keep costs low and returns competitive. Deliverables • One live consultation (video or voice, 30–60 min) • A concise, step-by-step action plan summarising recommendations, preferred account types, and key comparison metrics (fees, yield, service quality) I will consider the project complete once the call has taken place and I receive the written action plan in an editable format (PDF or DOCX).

Proje No: 40067772

Proje hakkında

7 teklifler

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Son aktiviteden bu yana geçen zaman 2 ay önce

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7 freelancer bu proje için ortalama $476 USD teklif veriyor

@arslanu2

Hi! Here is your professional Business Consultant providing services, including but not limited to Budgeting and Financial Forecasting, Business and Financial Modelling, Business Analysis, Business Consulting, Financial Planning, Financial Analysis, and Financial Consulting. I am into the Consulting Business for more than 12+ years. Let's discuss the scope of your project, and I can assure you the best services among all, inshaAllah. Regards Muhammad Arslanullah

$750 USD 7 gün içinde

5,0

(8 değerlendirme)

3,7

@ayesha86664

Hi there! Managing bank accounts efficiently can be tricky, and many people end up paying unnecessary fees or missing better account options. I can provide a focused consultation on your conta bancária, reviewing your setup, income flows, and pain points. You’ll receive practical advice on account types, fee optimisation, liquidity management, and a clear, step-by-step action plan tailored to your needs. Do you want to schedule the consultation via video or voice call? Open chat now.

$500 USD 7 gün içinde

0,0

(0 değerlendirme)

0,0

@JoshBatoteng

As a banking professional with hands-on experience in risk analysis and financial statement review, I provide focused consulting on Brazilian bank accounts to optimize fees, select the right account type, improve Pix flows, and manage liquidity securely and efficiently.

$500 USD 7 gün içinde