We are a company of certified financial advisors and real estate brokers who help our clients in crucial life situations. We provide comprehensive solutions for our clients in the areas of investments, mortgages, insurance, loans and real estate.
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.
We offer financial management for private and corporate clients including comprehensive and long term financial advice. We focus on life and non-life insurance, housing and investments. We can arrange loans and mortgages.
We deal with the execution of auctions of securities, conversion of forms and forms of securities and book-entry of securities. We operate an online exchange RoklenFx.
Arranging insurance, investments and mortgages. We solve the requirements and needs of our clients by being in a better negotiating position than the client in terms of price and quality.
We provide leasing of machines, technological units, machine assemblies, production lines. We provide leasing of trucks, commercial vehicles and passenger cars. We provide mortgage loans, savings accounts, time deposits, life insurance, building savings, securities and investments.
I provide clients with complete management of their finances and assets. My main focus is advising on homeownership planning and building financial reserves. The result of my work is an informed client with a personal financial plan that will lead them to their goals.
Offering comprehensive financial advice. Arranging mortgages, loans, leases, insurance, pensions and building societies. We facilitate your decision-making process and orientation on the financial market. We offer comprehensive management of family and financial finances.
We offer grant auditing and consulting for businesses, municipalities and cities. We prepare a complete application for investment and operating subsidies from EU or national sources, feasibility studies or business plans. We provide tender procedures and subsidy management.