Client portal CS

Consulting

We actively care for and manage contracts you entrust us with.
Together we will set financial goals and plan out the path towards achieving them.
We are here, always ready to step in and help you with any issues that might come your way.

Consulting

We all realize that we cannot do without money in life. That is why it occupies the leading positions in the value systems of most of us. We perceive money as the energy one needs on the path to real wealth. Our mission is for you to understand the issues surrounding your money and to know how to handle it properly and use it well.

What can we do for you?
  • We will lead the way through the chaos of personal finance so that you are comfortably able to define your desired goals.
  • We do not want to sell you a product, we want to form a long-lasting cooperation to enable you to reach your goals.
  • We give independent feedback and our honest opinion on what can be done.
  • We are quick during all procedures and dealings which saves you time.
  • We know the market and therefore are able to reliably eliminate all risks.
  • We provide long-term and reliable systemic support.
  • We help you stay disciplined on your journey towards your financial goal.
FINANCIAL PLAN
PREPARATION
01

COOPERATION SET-UP

This will be the beginning of the fun way to your longterm prosperity

02

ESTABLISHING FINANCIAL GOALS

We will open the door to your happy future together

03

ANALYZATION OF THE FINANCIAL SITUATION

We will map all of your resources to make a financial balance sheet

REALIZATION
04

PRESENTATION OF THE FINANCIAL PLAN

We will show you how money can work for you

05

APPROVAL OF PRESENTED SOLUTIONS

Our priority is to you understand everything, there is no rush to find quick solutions

06

MAKING STEPS ACCORDING TO THE PLAN

With our help, you have the certainty of not making wrong decisions

CHECK
07

OPENING AN ONLINE ACCOUNT IN OUR CLIENT´S PORTAL

Everything will be under your control instantly and anywhere

08

UPDATE OF THE PLAN REGULARLY

We don‘t leave room for coincidence therefor your plan will be revised whenever needed

09

YEARLY BALANCING MEETINGS

You will get professional care, as we say: "What’s looked after improves faster"