Financial Planning, Tax & IT Consulting
We provide independent financial planning and tax consulting services for expats living in Slovenia who hold income, investments, or accounts abroad.
Our work centres on creating and maintaining personal financial plans tailored to each client's individual situation, alongside the preparation of tax returns and reporting related to foreign income, investment accounts, and insurance policies.
We also bring years of hands-on experience helping small businesses digitalise their processes and adopt AI where it genuinely helps, which we offer as a separate IT consulting service.
We do not provide investment advice, portfolio management, or recommend specific financial products. All planning and reporting services are based on publicly available information and documentation provided by the client.
Our Services
Personal Financial Plan
A roadmap for your savings: how much, when, and toward what, so your financial goals are covered when they're needed.
Learn more →Tax Consulting
Understanding the tax side of your investments and income, in Slovenia and abroad.
Learn more →IT Consulting
Practical, independent technology guidance for individuals and small businesses.
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