Andrea Balint

Andrea Balint​

IFA | Associate Director- Europe

I prioritize building lasting relationships with my clients, offering reliable financial advice as their needs evolve. My expertise lies in working with Partners, Directors, and small business owners, focusing on key areas such as income-oriented investments, retirement planning, tax efficiency, investment evaluation, estate and inheritance planning, and pension schemes.

By providing practical solutions to pressing financial concerns, I help clients:

  • Develop strategies for transitioning from work or pursuing new ventures with clarity on timing and goals.
  • Gain confidence in tax-efficient, diversified, and well-managed portfolios.
  • Establish financial security through life’s transitions, including personal well-being and legacy planning.


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Testimonials

My testimonials show the scope of services I offer from insurance for basic needs to investment advice and planning as well as tax advice and business coaching.

Andrea is advising me and providing me with financial services already for couple of years and I know, I could always rely on his great financial expertise, broad knowledge of markets development trends and excellent client-oriented service, always in line with strong business ethics. I feel she is a sincere and helpful advisor I can trust. I definitely recommend her.

Fábián Attila

CEO bei SCPM Shopping Center Professional Manamegent Kft.

I  find Andrea an excellent senior financial advisor. In her dealings she is accurate, ethically correct at all times and highly knowledgeable regarding supporting understanding the financial products. It is always a pleasure to work with Andrea and can recommend her to anybody who is in search for financial consultancy

Ottó Magera

CEO bei SCPM Shopping Center Professional Manamegent Kft.



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For any inquiries about financial planning or to discuss your specific needs, feel free to contact me directly:


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