One of the most important cornerstones of a happy and fulfilled life is financial independence. This requires sound, in-depth planning both before and after retirement, and the plan needs to be reviewed on an ongoing basis and adapted as your personal needs, objectives, the external regulatory and economic financial landscape, change.
Your financial plan should embrace a holistic approach, with all aspects such as retirement, risk, estate planning, tax planning, medical, etc. all being incorporated in the overall plan. On top of this, you need to make sure that your assets are managed in a highly professional way on an ongoing basis.
Only by ensuring that all these highly specialised disciplines are in place you can be sure to stay on the right road to reach your chosen financial destination.
Company i-zavarovanje, d.o.o. and its team of appropriately licensed advisors are independent financial professionals. Our profession involves assisting, advising and financially guiding clients – whether private individual or firms who are seeking to improve their financial management and the organization of their wealth or those who simply wish to make investments.
We do not apply standardized solutions, because we want to meet the specific needs of our clients. Services are always personalized and tailor-made to fit client situation and her/his goals and objectives. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
Our companies can provide you with the following services:
- Insurance planning and risk management
- Capital needs Analysis to determine the appropriate amount of insurance
- Retirement planning
- Specific planning for a goal or financial task
- Retirement income planning
- Planning for long-term care needs
- Advice and assistance when searching for a suitable property
- Guidance on handling and arranging mortgages
We have a global reach, working with domestic and foreign business partners, providing suitable products and services to satisfy our clients needs.
To arrange a meeting, you can contact us:
Telephone: ++386 59 090 220
Fax. : ++386 590 090 224
Our office is on the 3 rd floor on the following location:
i-zavarovanje, d.o.o.
Dunajska cesta 106
1000 Ljubljana
Slovenija
