Financial advice
Financial advice for better decisions
We help you understand your investor profile, create a clear financial plan, and invest with greater confidence.
We help you understand the world of investing
Together, we identify the key answers: what you want to achieve, within what time frame, and with what return expectations. This gives your investment choices clear purpose and a defined role in your long-term wealth plan.
25-year tradition
More than 20,000 clients
Certified advisors licensed by ATVP
Experience and expertise
Under the JonatanMars umbrella, we bring together the expertise and experience of JonatanMars Invest (formerly Equito) and JonatanMars vzajemci (formerly Vzajemci).
Advice at every stage
We work with all types of investors. No matter where you are on your journey, we can take the next step together toward more effective wealth building. Which description fits you best?
Advice at every stage
We work with all types of investors. No matter where you are on your journey, we can take the next step together toward more effective wealth building. Which description fits you best?
Those just entering the world of investing
You want to get started and first need a clear plan: how much to invest, how often, for what purpose, and through which types of investments.
Independent investors seeking more clarity
You are already investing but want better structure: defining the role of each investment, diversification, time horizon, and clear rules on when to act - and when not to.
Savers with excess cash on their bank account
You hold more cash than you need for a reserve and want to put that portion of your money to work more efficiently, with focus and confidence.
Investors seeking peace of mind at all times
ou want to better understand what is happening in the markets and other investments, how to stay on course, and how to make thoughtful decisions - even when uncertainty increases.
MORE THAN 20 FINANCIAL PROFESSIONALS
We are a regulated partner for financial advice and wealth management, with a clear process and a long-term approach.
How we help you?
We start by establishing a clear framework: what you want to achieve, how much time you have, and how you want to manage risk. Based on this, we shape recommendations and next steps so you can make calmer, better-informed decisions.
Review of your short- and long-term goals and setting priorities.
Assessment of your financial framework: income, savings, obligations, and liquidity reserves.
Evaluation of your risk tolerance and a clear explanation of what this means in practice.
Explanation of asset classes and diversification, so you understand what you are investing in and why.
Core investment principles: how to start, how to monitor investments, and when adjustments make sense.
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.
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