Comprehensive financial portfolio
Comprehensive and independent solutions for every financial area of life.
Life insurance
Coverage for the risk of death, protection of the family, payment to designated beneficiaries in the event of a claim.
Accident and health insurance
Coverage for damages resulting from accidents or illness, medical expenses, and hospital care.
Home / property insurance
Protection of apartment, house, or property: fire, water damage, natural disasters, burglary, vandalism.
Vehicle insurance
Travel insurance
Domestic or international travel: coverage for healthcare, baggage, and travel risks.
The fees for the following insurances can be accounted for as tax base deductions, thus reducing the tax burden on the business:
Starting in January 2025, several banks introduced significant fee increases, which made everyday banking noticeably more expensive for many customers.
These together result in fees having increased at almost every bank in 2025 (transfers, cash withdrawals, card usage, account maintenance), yet there are still packages available with which costs can be significantly reduced or even completely eliminated. We can recommend account packages at almost every bank, so we find a solution for every client that best suits their personal financial habits.
For everyday banking: receiving salary, transfers, card usage.
For those who rarely bank — with minimal costs.
For intensive, everyday banking — with personalized fee optimization.
With extra services and discounts, for a higher level of demand.
A building society savings scheme is a housing-purposed savings construction, where alongside the monthly savings extra yield is due, And at the end of the term, the savings can be used to purchase a home, renovate it, expand it, or repay a mortgage.
Main home savings funds currently available in Hungary:
OTP Housing Savings Bank
Fundamenta Housing Fund
First Home Savings
Health funds allow you to cover your healthcare expenses while claiming a 20% tax credit on your contributions, up to a maximum of HUF 150,000 per year.
Did you know that health fund balances can now be used for mortgage loan repayments? This provides high flexibility to support both your healthcare and debt-related financial goals simultaneously.
As part of our service, we support the long-term capital investment Through various investment options tailored to you. It is important for us to assess your specific financial goals and risk tolerance to find the best suited structure.
Various savings programs exist for automatically disciplined investment of the amounts allocated monthly, using the principle of interest-bearing interest.
Development of safe or yield-optimized portfolios with available, larger capital, with lump-sum placement.
The Fixed Investment Account offers a flexible solution that can achieve significant tax benefits or even full tax exemption in the medium term (3-5 years) based on its returns.
All retirement savings They can be used to claim tax benefits (after contributions, 20% SZJA is refunded), thus in the long term they support the preparation for retirement years and financial security with significant state contributions.
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Pension savings account. A securities-based, flexible portfolio that can be managed by yourself with tax benefits.
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Voluntary Pension Fund. A traditional, convenient form where the fund’s professionals invest the assets in various selectable portfolios.
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Guaranteed or unit-linked life insurance, which also comes with state tax subsidies and provides additional insurance protection.
As part of our service, we help you review and take advantage of all the government subsidies and tax incentives available to you.
Whether it’s for home savings, retirement contributions, health savings accounts, or other government subsidies (such as family benefits), we review all options to ensure that: You can optimize your finances to the maximum.
We help you find and select the programs that best suit your life situation and goals.
We assist you in claiming the discounts and subsidies, and throughout the entire process of handling the matter, so you can be sure that you won't miss anything.
Quick help in case of a roadside emergency, anywhere, anytime
Secure your compulsory or casco insurance quickly and easily online.
Travel safely, wherever you go!
Get travel insurance online in just a few minutes.
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