It’s never too early to learn how to save and invest. Maria Rosaria Lenzi, a financial consultant at Fideuram – Intesa San Paolo Private Banking, couldn’t agree more. “I have been advising families for three to four generations, from grandparents to grandchildren or even great-grandchildren. The younger members are also key players.”

If you are just starting your career and lack extensive resources, you possess a valuable asset: time. By consistently investing a small amount, you create opportunities to cultivate wealth without making significant sacrifices or taking unnecessary risks. A tool like the Systematic Investment Plan (SIP), for example, is accessible to everyone and allows investors to subscribe to investment instruments through periodic contributions (monthly, quarterly, etc.) of modest amounts. “With an equity SIP, investors can mitigate risks associated with market volatility and the challenge of timing the market entry,” explains Lenzi. “Targeting this type of investment is essential: in Italy, limited engagement with equity investments has played a key role in the reduction of real wealth over the past two decades.”

When you choose to invest, finding a reliable partner is essential, one who can offer expert advice and accurate solutions. “In today’s environment, it is crucial for financial advisors to help differentiate between passing fads and real trends, between news and varying degrees of speculation, as well as between fundamental data about markets and companies,” she notes.

With Michele Dal Poggetto alongside her, Lenzi offers clients the expertise of a Private Banker. As an experienced professional, she can assess their complete wealth and provide guidance on all owned assets, such as real estate, artworks, businesses, and pleasure assets. Beyond financial solutions, this advisory approach also incorporates insurance strategies that provide security and peace of mind for individuals and their families.

Maria Rosaria Lenzi
via Dorsale 23/B, Massa | +39 0585 484127
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