EN   SI

Your mentor to financial security

We combine money challenges and take care of all three financial bags: investment, liquidity and your wallet

Values.

PASSION. EXPERTISE. RESPONSIBILITY.

MojSkrbnik vrednote osebne finance

Welcome to the MojSkrbnik community!

We believe there’s enough money in the world for everyone; we just need to know how to channel it so that anyone can safely and creatively live up to their potential. All we need is knowledge, a good plan and care. Through our actions we are changing the fossilized rules of the financial industry.

Why are MojSkrbnik services indespensable?

Because only with knowledge, the right tools and connectivity can we achieve the heights of financial security.

Available 24 / 7

The application gives you an option to ask questions while giving you access to a financial e-library, written advice and an archive of webinars.  

Your financial mentor

Ask us anything: loans, insurance, savings, investments … We answer your questions within the app, and invite you to a meeting once a year.

Exclusive events

Knowledge is wealth, which is why we were among the first in Slovenia to start with education in the field of personal finance. You are always the first we invite to our events.

Flexibility

It doesn’t matter where you come from, information is available to you every step of the way, whether you are alone, a couple or have already started a family.

Security

Taking care of your data is our priority. We keep our security at the highest level, enhancing
your confidence every step of
the way.

Well-being

Personal finance is a serious topic, but it does not mean that it has to be the handled in a thriving environment. We are constantly striving that you always feel comfortable in our company and our premises.

Transfer your financial stress to those who can manage it for you.

MojSkrbnik is a community of people who work with passion, knowledge, and always responsibly, fairly, and with empathy for others. Why fight financial stress yourself when we can help you deal with it.

MojSkrbnik through the eyes of a user .

A 3-VD SYSTEM integrated to connect all your accounts, news, communication center and more!

Choose your MojSkrbnik package.

YOU CAN CHOOSE FROM FOUR DIFFERENT PACKAGES. CHECK OUT THE ONE WHICH SUITS YOU BEST.

Collective

14,5

PERSON/PER/MONTH

  • The service is accessible for all involved employees
  • Unlimited access to the MojSkrbnik platform
  • A workshop for all
    employees or members
    once per year
  • Online questions and answers
  • A quartely report with a summary of the market as well as tips
  • 24/7 access to our e-library and personal finance videos
  • -
  • -
  • -
  • -
  • -

Individual

21,5

PER/MONTH

  • The service for
    one person
  • Unlimited access to the MojSkrbnik platform
  • Establishment of an investment portfolio and update once per year
  • Online questions and answers
  • A quartely report with a summary of the market as well as tips
  • 24/7 access to our e-library and personal finance videos
  • 1 administrative hour
  • A personal meeting with an advisor, once per year
  • -
  • -
  • -

Family

32,5

PER/MONTH

  • The service for two adults and children under 25
  • Collective and unlimited access to the MojSkrbnik
  • Establishment of an investment portfolio and update once per year
  • Online questions and answers
  • A quartely report with a summary of the market as well as tips
  • 24/7 access to our e-library and personal finance videos
  • 1 administrative hour
  • One personal meeting per year for the whole family
  • -
  • -
  • -

Premium

55,5

1.5% or a min. of 666 €/year

  • The service is used by all connected persons with a common portfolio
  • Collective and unlimited access to the MojSkrbnik
  • Setting up and monitoring an investment portfolio
  • Personal investment portfolio manager
  • A quartely check of your investment portfolio and advice in needed
  • 24/7 access to our e-library and personal finance videos
  • All administration included
  • One personal meeting
    per year
  • Tax optimization and submitting tax returns
  • Notifications about major events in the capital markets
  • Registration fees for seminars and workshops included

Other about the services.

WHAT DOES MOJSKRBNIK BRING TO THE USER?

“The flow of information through the MojSkrbnik service is fast-paced; we always get clear and understandable answers to questions. Also the way how they deliver information is accurate, clear and transparent. Our children are even excited about the knowledge we are getting. ” 

 

Damjana, Postojna

Product Manager

Team of experts.

Which ensures quality content, independent of financial product providers.

Mitja Vezovišek, mag.

mag. Nataša Kozlevčar

Ana Vezovišek, mag.

Miha Gumilar

Mojca Prešeren

Matjaž Drobnič, MBA

Choose your mentor to financial security.

With our help you will always have your three bags of money under control.

Let your financial stress be handled by an experienced team.

Fill out the form below and receive more information about mojskrbnik services.

Contact

  • Vezovišek & Partnerji d.o.o.
    Ameriška ulica 8, Ljubljana
  • Phone: 041 616 073
  • info@vezovisek.si