Zapytanie o doradcę finansowego, fundusz emerytalny, Warszawa

Szczegóły zlecenia

Kategoria: Zlecenia na doradztwo finansowe

Miejsce:    Warszawa - powiat Warszawa, Mazowieckie

Zapotrzebowanie na doradztwo: fundusz emerytalny

Wynagrodzenie pobierane z tytułu: umowa o pracę

Charakter współpracy: jednorazowe spotkanie

Preferowana pora spotkania: wieczorem (po godzinie 18)

Termin spotkania: do uzgodnienia w rozmowie

Informacje dodatkowe: Good day,
I’m 34 years old and just starting to plan my retirement.
My only source of income is my salary. I work under contract of employment.
My employer created PPE for me and I get there 50 zl from my salary and my employer adds 6% of my salary every month too.
The PPE account is in Goldman Sachs TFI. They give me the option to put my money on bonds, shares, etc.
In addition to that, I buy shares at a discount price from my employer (a bank).
I would also like to open a separate investment account with Goldman Sachs TFI, but I need advice on what investments funds I should choose and on what percentage each.
In total I plan to use 15% of my monthly salary to all my investment products.
Can you provide the necessary advisory in one meeting? How long would it be?
Thanks very much.

Nr zapytania ofertowego: 13040532