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Combination of personal and firm finances
Combination of personal and firm finances
We have prepared for you a model of comprehensive financial consulting, which allows you to achieve financial independence. Isn’t that one of the reasons why you entered into business??
Within the scope of our comprehensive financial consulting we will help you determine:
- how to think about a firm as a key instrument to achieving personal financial independence (work is not an economic necessity)
- how much your firm represents security for you
- what is good and bad debt and how to use these to achieve personal and firm goals
- how much investment your firm should make annually to achieve economic independence within a realistic timeframe without threatening the liquidity, stability, and development of your firm.
- how to combine personal and firm solutions with the goal of achieving financial independence and protecting the wealth which you have already amassed.
Financial independence may be considered the moment at which you are able to live from the income (passive revenue) which is generated by your assets, without being dependent on the income from your entrepreneurial activity. From this moment on, you no longer need to do business!!!
Opportunities for generating passive revenue
- revenue from time deposits
- revenue from Asset Management
- lifelong pension from a pension plan
- OPF dividends
- revenue from debt securities
- rent from real estate
- other passive revenue (e.g. inheritance, patents, know-how)
Additional information
- List of branches offering financial consulting = link to the file with the current list of branches
- Price list
- General Business Terms
- Interest rates