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Financial advisory

One of the principal conditions ensuring successful business activity is the ability to effectively utilize funds. Whether we mean small trade or multinational corporation, proper control of firm funds is the key element for further successful progress of the business. If there are not enough in-house resources, financial products stand for a suitable alternative – investment loans for further expansion of the firm, current accounts to cover temporary shortage of funds or operating capital loans to fund reserves.

With our rich experience of the financial sphere as well as thanks to our partners, we assist in selecting the right type of funding, whether in terms of profitable interest rates, charges, provision or the necessity to use one´s own capital. As part of the consultation about a suitable product we also take into consideration the accounting and tax aspects.

Another important factor of a successful business activity is to effectively manage and minimize risks. We offer advice in the area of vehicle and liability insurance (staff, business activity, industrial risks) and others.

PRIVATE FUNDS

As part of financial consultancy we also cover private needs of tradesmen, or rather the owners of firms and their employees.

Thanks to our cooperation with significant players on the financial market (banks, insurance companies, consultancy companies) we are able to offer a wide range of products - mortgages, life and general insurance, savings and investment options or pension schemes.

Our approach to financial consultancy is independent and our customers, their needs, options and wishes always come first. We offer them useful information related to a vast portfolio of financial products that are available on the market, and we also take into account taxation incidence (preference). We offer independent advice on managing family and personal finances. Our clients are prepared for situations that may occur in future and we assist in minimizing possible negative impacts as well as in maximizing the final results of funds utilization.

 

FINANCIAL CONSULTANCY INCLUDES   

Firm funds

  • loans and current accounts
  • credit cards
  • leasing
  • vehicle insurance and real estate insurance
  • liability insurance (business activity, staff, industrial risks)
  • staff benefits (life insurance and pension scheme contributions, other benefits)

Private funds

  • mortgages
  • life insurance
  • pension schemes
  • savings and investments