Financial planning and investment advice
I’ll save you time and money
so you can focus on the things that really matter.
Tailor - made financial advisory
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.
Personal approach
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.
Indepedency
I cooperate with all banks and insurance companies operating in Slovakia. Therefore, I am able to choose the most suitable product for my clients.
Expertise
My recommendations are based on facts and statistics, not assumptions. I provide comprehensive financial solutions.
Comprehensive financial advice
The offer of my services is rich.
I offer broker services in the following areas.
Tailor-Made Mortgage
I will tell you what conditions must be met if you want to apply for a mortgage in Slovakia and how much you can afford to borrow as a result. As I work with all banks, I can tell you which one is the best option for you. With me, you will get a tailor-made mortgage.
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
Insurance
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.
Blog posts
Life insurance – which risks should it cover?
The biggest challenge relating to the current life insurance offers of insurance companies is their immense quantity. There is a wide range of types of life insurance policies, kinds of risks, ways
One-time investment vs. regular investment
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 but prefer to
Pension – Employee vs. Entrepreneur
The Slovak pension scheme is based on three separate pillars. Mandatory public pillar (1st pillar), old-age pension saving system (2nd pillar) and tax deductible voluntary saving/insurance schemes, supported by the
About me
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.
