Chartered investment consultancy. Our remuneration is mostly from profits. If you have sold a business or have units, tens or hundreds of millions of crowns to invest. Our clients are business owners, senior executives or it professionals who don't have time to worry about their money.
I am a private advisor who has been in the finance industry since 2010. I specialize in investments, mortgages and comprehensive financial advice. I work with large financial institutions and investment companies. My goal is long-term cooperation and a satisfied client.
I offer processing of household income and expenditure analysis. I provide tax optimization, creation of an investment plan and balance sheet diagnostics. I introduce participants to basic concepts and issues related to finance.
I offer the services of an independent financial consultant. I provide expert advice on credit, insurance, investing and property. My services also include expert advice on forming a financial statement, family reserves or changing financial habits.
Broker Point is a unique place where you can achieve your goals by combining financial planning, low-fee banking and quality real estate services. Realize your dreams and come in for coffee.
My goal is to help people and make them richer in information, to build together on a foundation that will help them make better decisions. To build a financial plan, to choose freely and with an understanding of the risks, to choose the right thing that the financial market offers us.
I can provide you with a comprehensive financial service when buying and selling your property. I pride myself on a professional, prompt and quality approach. I specialize in residential mortgage loans suitable for home purchase and refinancing. I help to cultivate the financial market.
We offer investment gold and silver available to the general public in the form of savings. Our offerings include saving in gold and silver bullion, saving for retirement, saving for children and lump sum investments. We provide immediate redemption of precious metals and provide comprehensive advice.
We offer financial advice for individuals, managers and companies or consultation in the settlement of insurance claims. We provide analysis and planning. We address the security of one's future income, family and assets, financial provision for retirement or housing finance, tax relief and government contributions.