Frequently Asked Questions
I decided to collect in one place the questions that I often hear from customers. Knowing the answers will help you understand what my job is and what you can expect from it.
Who can use the services of a financial advisor?
A financial advisor acts as an intermediary in concluding contracts related to finance, e.g. between a client and a bank. He analyzes the client's situation, all available offers and selects the best solutions in a given situation. For the sale of products, it receives a commission from institutions that offer these products - e.g. banks or insurance companies. A good financial advisor does not charge clients any fees.
Czy potrzebny mi doradca finansowy?
A financial advisor acts as an intermediary in concluding contracts related to finance, e.g. between a client and a bank. He analyzes the client's situation, all available offers and selects the best solutions in a given situation. For the sale of products, it receives a commission from institutions that offer these products - e.g. banks or insurance companies. A good financial advisor does not charge clients any fees.
