Expectations
Building a swallow's nest? We all have an adviser these days, whether it's a person in a bank, an insurance company or even a building society. Each of them wants what is best for you, but they are limited by their employers' limited product range and, even though this would be ideal, they do not have the opportunity to discuss with each other what is best for you. The idea of two bankers from different banks calling each other and agreeing who will set up your current account, for example, and who will look after your investments is unrealistic.
This creates a situation where you have a patchwork of different products in a 'swallow's nest' style. These contracts overlap each other, performing the same function instead of complementing each other. This is particularly evident in the area of investments. Very often, clients are surprised when the value of their investment assets falls across all banks because they live under the assumption that they have everything nicely allocated and the risk is minimal.
In order to protect you from these worries, we come between you and all financial institutions, including advisory ones, as a private advisor. We filter and select products so that they make sense in your portfolio and work to your maximum benefit.
How does it work?
01
First meeting
Whether we meet together in our offices, at your company or at home, it's all about getting to know each other. You will tell us about your experiences, current situation and expectations. Together, we'll see if it makes sense for us to work together.
You can prepare a specific assignment for us, or just a request for an evaluation and possible suggestions for the products in your portfolio.
02
Next steps
We will provide you with an analysis of the current situation and concrete proposals. We will show you where the strengths and weaknesses of your products are. We will explain everything clearly so you can make a decision.
We will help you open investment accounts with the largest investment companies in the world. We'll prepare your first investment guidelines, which we'll go through together, and after your approval, we'll buy your first investments.
03
Partnership
As part of our cooperation, we will make sure that you are regularly informed about the current status and development of your portfolio. We usually meet with clients once every 3 months.
We then keep you informed by email about interesting investment opportunities and those we do not recommend. We actively call if any changes need to be made. You can count on us to work for you.
