I offer a 3-step process showing you how you can invest wisely, understand your retirement options and optimise your taxes.
Step 1: Schedule a 20 minute “discovery” call
A 20-minute phone call will give us both a chance to make sure your situation matches my expertise.
After all, you wouldn’t see a Cardiologist if you needed foot surgery!
Step 2: First full meeting
This can be conducted in person at my office in central Warsaw or virtually via Zoom Meeting.
The goal of this meeting is to get perfectly clear on your priorities, concerns and unique financial situation.
Your answers will guide my analysis, which will result in clear feedback and recommendations.
Step 3: Assessment Results and Recommendations
With my analysis complete, we will have another 1-hour meeting to review my findings and recommendations.
In plain English, I will explain exactly what you can do to improve your financial plans, mitigate taxes, and optimize your investments.
Sleep on it!
At the end of this process, I will simply ask you to sleep on it.
If you decide that I am not a good fit, I will happily help you find another professional with the right expertise.
There is never a hard-sell or pressure to say “yes.”
Step #1: Schedule 20-Minute Phone Call
Still Have Questions? Keep Reading…
How do you make money?
I work 100% on fee basis, i.e. commission-free.
My fees depend on your needs and complexity and are a transparent line item on every statement that you receive.
In the “offshore” arena, many financial advisors work on a commission basis, which may cause fees to be hidden or create conflicts. I do not believe that such a model is in your best interest.
I have one transparent fee which includes the management of your investment accounts as well as ongoing retirement and tax planning. My goal is to help you lower your taxes, invest smarter, and create reliable income in retirement.
Most UK advisers are now unable to help EU based clients, due to Brexit. Can you help?
Yes, I can
Can you work with people outside of Poland?
My practice is equipped to meet with clients and potential clients through the video conferencing software, Zoom.
Each virtual meeting is protected by a complex, unique password and I adhere to the strict security guidelines necessary to protect your privacy.