Financial advice
Financial advice for better decisions
We help you turn scattered figures, products, and goals into a clear financial framework for your investments.
We help you understand the world of investing
Together, we’ll explore the key questions: what you want to achieve, within what timeframe, and what your return goals are. This will give your investment choices meaning and a clear role in your wealth-building plan.
A personalized approach.
An understandable direction.
A clear goal.
Experience and expertise
Under the JonatanMars umbrella, we bring together the expertise and experience of JonatanMars Invest (formerly Equito) and JonatanMars vzajemci (formerly Vzajemci).
More calm, fewer doubts
Risk in investing is a conscious, pre-considered decision about how much volatility and uncertainty you are willing to accept in exchange for expected returns. We help you determine a level that is appropriate for you.
Advice tailored to you
When you have more questions than answers, we help you access the right information and gain clarity about what your goal is, what is realistic within your time horizon, and which steps make the most sense. We explain finance and investing in clear, understandable language, so you can focus on solutions that truly fit you.
How we work together
Introductory
Data gathering
Proposal
Next
conversation
and analysis
and plan
steps
We discuss your goals, current situation, and the key questions you want to clarify.
Newsletter subscription
Join more than 5,000 newsletter subscribers.
Curated financial content: expert insights, the most useful information about products and services, and all the details about the events we host.