As a team of experts, we work to provide a complete service to our partner companies with unique products and solutions.
Szakértői csapatként azon dolgozunk, hogy egyedi termékekkel, megoldásokkal teljes körű kiszolgálást nyújtsunk partnervállalataink részére.
Specialist in diversified financial solutions. With more than 25 years of experience in communication and finance, I believe that a communication – NOT sales – approach based on building trust and client needs is a prerequisite for working with my clients. As a financial coach, I work with each of my clients to find personalized solutions to achieve their short and long-term vision. My main areas of expertise are investments and savings as well as health insurance solutions. However, as an independent broker, I help my clients in almost all areas of financial solutions and insurance, so that they can be managed in harmony with the family’s finances.
Pension insurance
Health insurance
Savings
Investment funds
Risk insurance
1036 Budapest, Nagyszombat u. 1/C
As a financial advisor for over 10 years, I help my clients build their personal financial protection. During my career, I have often met people who, although they would like to think about their future and take steps to achieve a future goal, were at a loss to find their way around the many offers. My vision is that every family in Hungary should have a personal financial adviser as well as their own family doctor, lawyer and accountant!
Pension insurance
Health insurance
Savings
Investment funds
Risk insurance
1097 Budapest, Könyves Kálmán krt. 11. C épület 6. emelet
Throughout my career, I have always aimed to promote the long-term personal well-being of my clients by providing high quality financial advice and promoting the importance of self-care. In addition, I specialise in corporate property and liability insurance and currently topical health insurance. I offer a full service in all segments, both insurance and financial.
Pension insurance
Health insurance
Savings
Investment funds
Risk insurance
1097 Budapest, Könyves Kálmán krt. 11. C épület 6. emelet
I am Tamás Jakabfy, I have been working in the insurance industry since 2010 as an independent financial advisor. My engineering degree also helps me to support my clients in achieving their financial goals with a practical approach. My credo is that people entrust their finances to an independent, honest and respected expert who can help them navigate the economic maze in this fast-paced world.
Pension insurance
Health insurance
Savings
Investment funds
Risk insurance
1097 Budapest, Könyves Kálmán krt. 11. C épület 6. emelet
I am István Németh and I have been working in the financial field for almost a decade. I think my dedication to my profession speaks for itself. Having acquired all the knowledge and training related to the profession, I am proud that today I am considered by my managers as one of the best qualified colleagues to whom clients and colleagues can turn with a clear heart. My main areas of expertise are capital markets and related savings, investment funds and health insurance solutions.
Pension insurance
Health insurance
Savings
Investment funds
Risk insurance
1097 Budapest, Könyves Kálmán krt. 11. C épület 6. emelet
I have been involved in finance since childhood, due to my father’s profession. Understandably, I have almost 20 years of professional experience in finance, half of which was spent as a manager in a large insurance company and the other half as a bargaining financial advisor in my current job. It is important to me to always provide my existing and prospective clients with fair, personalised solutions and advice, both in the difficult and happy moments of their lives. As a grandmother with four grandchildren, I am also highly motivated by the predictability and security of retirement and the preservation of the best possible health for my clients, and I want to provide all the help I can.
Pension insurance
Health insurance
Savings
Investment funds
Risk insurance
1097 Budapest, Könyves Kálmán krt. 11. C épület 6. emelet