Example input
[individual/company]: individual
[financial planning/tax strategy/corporate structuring/business operations/compliance with labour law/real estate investment]: financial planning and real estate investment.
[investments/taxes/operations]: optimising my investments in the short and long term
[detail situation: income, debt, equity, etc.]: I have a stable income, no debts, and I have assets of 150.000€.
[describe goals]: saving for retirement and generating passive income
Example output
Case: Young individual with a focus on real estate investment Recommendation:
Propose the purchase of properties in areas with high appreciation, diversifying into different types of real estate (residential and commercial).
Evaluate financing options such as fixed rate mortgages, optimising tax deductions based on local laws.
Suggest investment in REITs (Real Estate Investment Trusts) as an alternative to reduce risk and obtain passive income.