Overview

Independent financial planning mainly focused on young professionals. Capable to arrange a one-time deal, but prefer long-term relationship with clients. Asset management and investment strategy (mid-term and retirment strategies). Portfolio composing with focus on diversification across asset classes. Traditional and alternative investments recommended layout - 70/30. Insurance optimalization (mainly focused on life, income protection and liability insurances). Specialized insurance (property, extreme sports, professional sportsmans, long-term travellers). Disruptive technologies and fintech promoter (cryptoassets, open banking). Trusts and wealth management apprentice with overlap to legal matters.