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FINANCIAL STRATEGY & PLANNING


With our support, the problems you had to face in creating an efficient, results-generating business strategy will be transformed into your competitive advantages.

We work by your side

  • We analyze the company’s financial planning possibilities and alternatives
  • Managing budget and cost centers
  • Cash flow strategy
  • Financial diagnosis and analysis
  • Financial investment administration
Your advantages
  • The feeling of reliability brought on by a solid cash flow management strategy.
  • Our consultants’ experience resulting in eliminating risks with investments.
  • Our objective look on financial administration strategies helps us locate and remediate all problems.
  • Profit growth, by using a client’s needs oriented strategy.

Investment advisory - Your assets need a well built strategy and a healthy risk and growth management, that is why we ask the questions that will help understand your motivation, objectives, attitude to risk and preferences. This way we will be able to determine the degree of volatility you are willing to accept as well as the type of titles that would best suit you or the best sources to finance your business, in order to provide you with:

  • Assistance in determining the initial structure of your portfolio
  • Regular analysis of your portfolio
  • Financing need analysis and optimum financing alternatives
  • Comprehensive banking and insurance counsel for your employees
You benefit from the most efficient capital investing and management options, as well as project financing, all gathered in one place, thanks to our network of partners and you can receive counseling in choosing what best suits you or your company.

Investment products – professional counseling to achieve the investment structure that will insure you maximum returns for a minimal level of risk, according to your objectives. Within the Romanian market context, we will assist you in choosing the following type of instruments:
  • Stocks
  • Options
  • Mutual Funds
  • Bonds and fixed income
  • Diversified portfolios
Financial planning and private pensions - so that every stage in your family’s life is more secure and that your property is efficiently used and managed, we will organize together the following aspects of your assets and liabilities:
  • Building and optimizing retirement plans
  • Estate planning
  • Tax management
  • Life and non-life insurance
  • Sponsorships and donations
Banking and financial alternatives – whether it is about your company’s project or a personal plan, our specialists will analyze your situation and provide you with the optimal alternative for:
  • Project financing
  • Refinancing
  • Home purchase loans
  • Personal loans
  • Mortgages
  • Non-banking financing alternatives

Financial training – we have established partnerships with specialists that provide training and formation covering all the services, operations and instruments employed on the financial market. This knowledge proves to be essential, as each of these tools and facilities require specialized skills for an optimal performance.
Amongst these programs we can mention those covering the following areas:

  • Financial Counseling
  • Mortgages and Consumer Credit
  • Estate and Trust Administration
  • Financial Services for Business
  • Compliance and Customer Care Knowledge
  • Specialized training for life and non-life insurance advisors
  • Specialized training for private pension advisors