Summary
Financial education is crucial for Brazilians and consultancy firms specializing in financial planning play an important role.
Financial education has become increasingly important for Brazilians, especially in a scenario where approximately 70% of the population is in debt and many are unable to save or maintain effective financial planning. According to the National Confederation of Commerce (CNC), in 2024 the default rate reached 29.3%, the highest in the last 12 years.
Therefore, specialized financial planning advice plays an important role in helping individuals and families organize their finances and invest consciously, promoting greater stability. And this scenario has fueled the growth in demand for financial services, which is one of the most important in the franchising sector. According to the Brazilian Franchising Association (ABF), this is 12% per year.
According to Jenni Almeida, finance expert and CEO of Invest4Uunlike other financial consultancy franchises, this business model aims to protect and multiply assets with personalized strategies. “We use the SIM method, which involves support, investment and multiplication that aims to provide a comprehensive life plan, focused on creating a secure and prosperous future,” he emphasizes.
With the ambitious goal of transforming the financial lives of 8,000 families by 2027, the franchise plans to expand its network to 100 units over the next three years. “Market segmentation focuses on areas with high demand for specialized financial services, where the need for professional guidance is still great. We are committed to expanding our network, not only to grow the brand, but to create a lasting impact in the communities we serve,” comments Jenni.
Franchising is designed to be convenient and flexible, which makes it attractive to potential franchisees. The low operating cost model and the ability to operate remotely guarantee an excellent monthly profitability margin. Additionally, the company offers more than 120 hours of comprehensive training, both online and in-person, to prepare franchisees for the challenges of the marketplace.
With an innovative approach, the company is the only one in Brazil in the financial consultancy sector specializing in financial planning, which operates with the objective of family transformation. “We believe that every person deserves to live their dreams. Our role is to be a reliable guide on this journey, offering more than just financial products, but a true path to prosperity,” concludes the CEO.
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Source: Terra
Rose James is a Gossipify movie and series reviewer known for her in-depth analysis and unique perspective on the latest releases. With a background in film studies, she provides engaging and informative reviews, and keeps readers up to date with industry trends and emerging talents.
