FINANCIAL ADVISORY

Free 30-minute consultation

🕑 30 min

🎥 Free consultation via ZOOM

Take advantage of a free 30-minute video call to discuss your current financial situation, goals, and future aspirations. At the end of the consultation, we will present investment solutions and strategies personalized to your interests, while you also gain insight into our approach and the possibility of an in-person meeting (in Ljubljana).

To ensure an effective consultation, please fill out the attached form.

    Ime *

    Priimek *

    E-pošta *

    Telefonska številka *

    Trenutni enkratni znesek za investiranje *:

    Mesečni znesek na voljo za investiranje *:

    Obdobje investiranja (priporočilo je min. 5 let) *:

    Finančni cilj, želja *:

    Zanimam se za investiranje v *: (možnost izbire vsega)

    Kakšen tip vlagatelja ste? *

    Poleg investicij bi potreboval svetovanje tudi na področju*:

    Vaše sporočilo/komentar (neobvezno polje):

    Brezplačni posvet preko zoom povezave vam bolj odgovarja v*: