Many clients who approach me with the intention to invest have saved up a long-term reserve in their bank account which they do not intend to spend …
You have different priorities at every stage of
your life. I will prepare a financial plan suited to the future you
imagined and relieve you
of your responsibilities so you can live the life you want.
Once we know each other I am going to analyse your financial situation and help you to achieve your financial goals. Finance is sensible theme for everybody, it is about mutual trust.
I cooperate with all banks and insurance companies operating in Slovakia. Therefore, I am able to choose the most suitable product for my clients.
My recommendations are based on facts and statistics, not assumptions. I provide comprehensive financial solutions.
The offer of my services is rich.
I offer broker services in the following areas.
Investment and savings
Whether you are saving up for retirement or college fees for your child, our common goal is to maximize the return on your investment. We will draw up a scheme that suits your needs best thanks to a wide portfolio of investment products
Life is full of unexpected situations and I will help you prepare for them. I will explain to you what potential risks you face and what insurance policy will provide you with a sufficient financial support in difficult times.
It is important that clients consult their
financial needs with a professional. Naturally, I have licenses valid in all banking
sectors and my business partners are all the banks and insurance companies
operating in Slovakia. Therefore, I am able to choose the most suitable
product for my clients.
My recommendations are based on facts and statistics, not assumptions. I provide comprehensive financial solutions. I help people make money, protect their assets and help build future they have always imagined.
Based on law 186/2009 about financial mediation and advisory I am an independent financial agent. I receive a commission from the financial institution whose product we contract. Consultation and financial broker services are free of charge.