Financial and Legal Consulting Services

We identify the most suitable solutions for each of our clients from both domestic and international financial markets. After thoroughly assessing the client’s situation and needs, we compare and benchmark products and services to ensure the best possible outcome.

Our fees are covered by the selected product or service providers, so our tailored advisory comes at no additional cost to our clients. All solutions we propose are priced the same as if purchased directly from the providers. Our partners have over a decade of experience and have delivered investment and insurance solutions totaling several billion euros for their clients.

All International and Domestic Solutions – Through Us

Growing Your Wealth

• Investment Funds
• Exchange-Traded Funds (ETFs)
• Structured Investments
• Bonds
• Asset Management Services
• Insurance-Based Investments
• Brokerage Services
• Listed Stocks

Smart Planning for Life’s Uncertainties

• Personal Risk Insurance
• Non-Life Insurance (Property & Casualty Insurance)
• Pension Insurance
• Savings Insurance
• Investment-Linked Insurance
• Statutory Insurance
• Legal Services
• Tax Planning Services