We invited a financial consultant Monika Souza from Partners Financial Services into our studio, to walk us through the basics of protecting your savings from within the CR.
She shared her tips on:
- Where to deposit money
- Should you save, or should you invest?
- Where (not) to let your money sit
- Financial plan ( = 96% success)
- Currency in your portfolio
- Fees and Taxes.
Monika is a long-time member of our family of expat-friendly services. She has more than 7 years of experience as a financial advisor. Before, she was a ballerina at the National Theatre. She’s married to a Brazilian expat.
She’s an independent advisor, her consultations are free. You can reach her at firstname.lastname@example.org.
Watch the manual: