I handle investments, investment plans, CIFs, ETFs and private equity. I help to calm emotions, find the path and keep the direction set. EFA Certification. Experience says a long-term investment plan always beats short-term speculation. I am an entrepreneur, investor, bank director, father and golfer.
We ventured into the world of investments in 1995. We have been trading securities and actively managing our clients' investments for 30 years. We react to world events and develop. As a result, we continue to bring new services and innovative investment opportunities. We specialize in investment certificates.
We provide you with property advice and property investment brokerage. We offer expert advice, tailored investment portfolio design and subsequent investment brokerage. Selection of solutions in terms of yield and security. Advice on real estate and housing finance.
I provide independent comprehensive financial advice. I offer mortgages, consumer credit, life and property insurance, building society savings and investments.
I specialize in a combination of mortgages and investments because with accurate calculations and following the procedure, a mortgage can be achieved even with 0% interest. I will do all the paperwork and travel associated with financial institutions for you. My services are free of charge.
I offer investment advice. My goal is to create a long-term and balanced relationship with my clients based on mutual trust. To convey information in a clear, concise and understandable manner. To build value (not just financial) in the present and future and to address clients' needs as life brings them.
I deal with the detection of gross errors and omissions in insurance policies. What I deal with clients most often: Insurance (life/non-life), Investments (financial freedom before retirement), Mortgage loans.