EXEMPLAR
Broker Maxfinance Exemplar

Our History

I entered banking almost overnight. On a Thursday, I was contacted for an interview the following day, and by midday I had already been hired to officially start on Monday, 23 August 1999, at a BES branch. I barely knew how to fill in a cheque and was placed at the cashier desk, where I learned everything about branch operations: deposits, withdrawals, cash and cheque handling, and later treasury functions.

I consider myself a highly ambitious person, and that ambition is what drove my growth. I would stay after working hours to learn more and more, which eventually led me to move from the counter to a desk role. After four years, I went on to manage a client portfolio and their assets at the Bank for 13 years — all during the subprime crisis. I will never forget certain cases I witnessed, which made me think beyond the present and focus on safeguarding my clients’ future.

For this reason, I have remained in this sector for 26 years, committed to delivering an exemplary service to those who seek my support.

Our Vision

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To consolidate our position as a leader in Portugal in the Credit Intermediation sector.

Ícone de excelência no serviço

To deliver a client-focused service of excellence.

Ícone de cobertura geográfica

Nationwide geographical coverage.

Ícone de parcerias

Long-term partnerships with leading banking and financial institutions.

Our Mission

A proactive and educational approach within the Credit Intermediation sector, ensuring clients receive solutions fully aligned with their needs. Strengthening financial literacy in Portugal, helping families achieve their goals.

Our Values

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Trust

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Excellence

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Commitment

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Ethics

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Transparency

Ícone Segurança

Security

Team Maxfinance Exemplar

Broker maxfinance exemplar em fundo branco

Diogo Jacinto

Credit Intermediary

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Colaboradora maxfinance exemplar em fundo branco

Tetiana Ungurian

Credit Manager

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Colaboradora maxfinance exmplar em fundo branco

Matilde Morais

Credit Manager

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Contact Form

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