Investment advice
Philosophy
Holistic wealth management
Wealth management is more than just selecting products. It is an ongoing process based on deep understanding, mutual trust, and decades of experience.
My approach is holistic: your financial situation is not viewed in isolation, but in the context of your personal goals, your family situation and your life phases.
Trust as a foundation
Wealth management begins with listening – here we describe the analysis of the current situation and the starting point. This creates clarity, trust, and a basis for long-term decisions.
Experience that carries
Over three decades of financial and market experience provide security – especially when conditions change.
Think holistically
Wealth is considered in the context of personal goals, values and life phases - always with a view to the whole picture.
Portfolio and risk analysis
Every life situation is unique. Accordingly, wealth strategies are developed that harmonize goals, priorities, and opportunities.
clear structures
The wealth dashboard clearly records and analyzes your total assets so that you can continuously optimize your finances.
Ongoing communication
Building wealth is a journey that spans years and decades. Ongoing support ensures that strategies grow with your life and that portfolio adjustments are made as needed.
Services
Comprehensive advice for your financial future
From analyzing your current situation to implementing tailor-made strategies - I will accompany you through all phases of your wealth development.
asset growth
Systematic wealth accumulation through tailored savings plans and intelligent investment strategies. The strategies are aligned with your risk tolerance, time horizon, and personal goals – for sustainable growth in every market phase.
Asset protection
Protecting your assets from inflation, market fluctuations, and unforeseen events. Developing robust portfolios with balanced risk diversification that hold up even in turbulent times and preserve your purchasing power in the long term.
Retirement planning
Enjoy your retirement without financial worries. Comprehensive analysis of your pension situation, identification of any gaps in coverage, and development of strategies to close them early – for a relaxed and financially secure retirement.
Generation management
Responsible transfer of wealth across generations. Support with tax-optimized planning of gifts and inheritances to secure your life's work for future generations and preserve family wealth sustainably.
Liquidity management
Optimal management of your available funds for entrepreneurs and private individuals. Ensuring solvency at all times while simultaneously optimizing returns through intelligent investment of temporarily unneeded liquidity.
Sustainable investments
Investments that combine returns with responsibility. Development of investment strategies that consider ecological, social, and ethical criteria without sacrificing attractive returns – for a future worth living in.
Target groups
Who I am there for
Every life situation requires individual solutions. Whether companies, private individuals, or foundations, institutions & family offices – I develop strategies that fit specific needs.
Company
Tailor-made solutions for business and personal assets. Liquidity management, company pension schemes and succession planning – all from a single source for a secure entrepreneurial future.
Private Clients
Personalized financial planning for singles, couples, and families who want to actively shape their financial future. From initial wealth accumulation to retirement planning, I will guide you through all phases of life.
Foundations, institutions & family offices
Sustainable investment strategies that secure the foundation's purpose in the long term and optimize returns. Professional asset management that takes ethical and regulatory requirements into account.
Let's talk
The first step towards greater financial clarity is a no-obligation consultation. I will take the time to understand your situation and develop future prospects together with you.
Personal consultation on site or online
We would be happy to arrange an appointment in my office in Perchtoldsdorf or conduct a consultation via video call - whichever suits you best.
Zsolt Janos
