PLEN
+48 695 344 423Book a conversation
PLEN

Area of support

Savings, investments and retirement

We start building capital from the goal and the timeframe. We discuss access to funds, the level of risk, costs and the role each solution plays in the overall financial plan.

Let’s talk about your situation

Grzegorz Rejchinbach

Financial Advisory Office

Scope of work

The key topics in this area

The final scope depends on your situation. The points below show where we most often support clients.

01

Regular saving

A systematic plan matched to your budget and specific goals, with no promise of returns without risk.

02

Retirement solutions

Planning future capital, including options such as IKE and IKZE, the Polish individual retirement accounts.

03

Funds and other investment solutions

A clear explanation of the mechanism, risk, fees and time horizon before any decision is made.

04

A multi-goal plan

Bringing day-to-day security, a reserve, medium-term goals and retirement together in one organised plan.

Investing involves risk, including the possible loss of part of your capital. The scope and nature of any solution always require an individual assessment.

How we work

Every decision is made in the context of your whole finances

We analyse your needs, existing agreements, budget and plans. Then we compare solutions, discuss their consequences and guide you through the formalities. After implementation, we stay in touch.

See the five stages of working together

Contact

Let’s discuss your situation.

We can start by phone, by email or with a meeting. The first conversation is about understanding your situation and agreeing a good next step — booking it takes about a minute.

Phone+48 695 344 423Emailkdfrejchinbach@phinance.plOfficeJuliusza Słowackiego 2B
80-257 Gdańsk (map opens in a new tab)

At this first stage, please don’t send details of your income or debts, document numbers or attachments. We will agree a secure way to share documents later.

No-obligation conversation

Let’s start with what matters most right now.

About 60–90 seconds

Five short steps help us prepare for the conversation. Please don’t include sensitive financial details or documents in the form.

  1. Type of matter
  2. Your situation
  3. How to reach you
  4. Contact details
  5. Summary
You can go back to any previous step and change your answers.
  • No-obligation conversation
  • Reply in the way you choose
  • Details used only to reply