Exclusive Advisor myLife
Under one roof I compare offers from banks and insurers across the market
I believe that good financial decisions aren't about choosing between living today and living in the future. They're about finding the right balance between them. I want people to be able to enjoy their lives today, while also having the certainty that they're not jeopardizing their future. This is precisely where I see one of the most important roles of financial planning – to set up money to work for the benefit of an individual, their family, and their future goals. In financial intermediation, I work as an Exclusive Advisor. I help clients navigate the world of finance, make informed decisions, and build wealth systematically and long-term. My greatest passion lies in investments, wealth building, and long-term financial stability. I'm not just interested in where a client invests today. It's important for me to understand where they want to be in 10, 20, or 30 years and what path to choose to get there. How I help my clients Wealth Building and Protection I help set up investment strategies according to the client's specific situation, goals, and time horizon. The goal is long-term wealth building, protecting its value against inflation, and reasonable risk management. Comprehensive Financial Planning I don't view finances as individual products, but as a single whole. Investments, housing, loans, insurance, savings, or retirement should all work together to create one meaningful financial plan. Team Leadership and Development As an Exclusive Advisor, I also build and develop a team. My goal is to create an environment where experience, education, and a professional approach come together – so that the client receives quality service regardless of which team member they collaborate with. My Conviction In my opinion, financial freedom means neither extreme saving nor reckless spending. It means knowing why we use our money, where it's going, and what it should bring us in the future. My goal is not to tell clients what to do with their money. My goal is to help them understand the options, set the right direction, and create a system that will work long-term. I want to be a reliable partner for my clients on their journey to financial stability and independence – a partner who looks not just at today's numbers, but at the entire story of their wealth and life. Because properly managed finances shouldn't be the goal. They should be a tool that allows you to live life on your own terms – today and in the future.
I look for solutions across the whole market, not inside a single bank or insurer.
Five steps that are the same for every client at myLife.
I use the rates banks are offering today — from 3,39 % (UniCredit, 3-year fixed period). I will prepare exact figures for our meeting.
Rates updated on 10.08.2026.
Pick a time that suits you. Where we meet: online via Google Meet. It takes 60 minutes.
Leave me your contact details and a short note on what I can help with.
The consultation is free. I am paid by the financial institution you eventually sign with — you pay nothing on top.
No. At the first meeting we only go through where you are and what you want to achieve. The decision is always yours and there is no rush.
A bank offers you what that one bank has. I compare offers across the market and together we pick the one that fits your situation.
The first meeting takes about an hour. I usually have a proposal ready within a few days, and from then on I handle it.
