Your finances.Your freedom.Your peace of mind.

I help people make the right financial decisions. Whether you're dealing with housing, family insurance, investing or planning for the future, we'll go through your options together and find what makes sense for you.

20+
Banking & Insurance Partners
100%
Independent Advice
Free
My services are free for you
Finančné poradenstvo
Mgr. Jana Filipová
Mgr. Jana Filipová
Maklér · UNIVERSAL maklérsky dom a.s.

I help you make sense of your finances

Finalys has long-term experience in brokering mortgages, loans, insurance and other financial services. As a tied financial agent of UNIVERSAL maklérsky dom, a.s., I have access to solutions from multiple banks, insurance companies and investment firms.

For years I have been helping clients navigate finances and choose options that make sense for their specific situation.

I work in your interest, not for any single bank or insurer. I compare available options and my advice is free of charge.

I believe good financial decisions start with understanding. That is why I make sure you know your options and can decide with confidence.

Independence

I work for you, not for a bank. I compare products across the entire market and choose what is truly best for you.

Discretion

I know finances are a personal topic. That's why I approach every situation with care and respect.

Long-term Relationship

Finances change as life changes. I'm here for you later too, when a new situation or question comes up.

Solutions for every life situation

Every client has a different situation. Some are buying their first flat, others are thinking about their children or retirement. I always start by listening.

Income Protection

What would happen to your family if something bad happened to you? Who would take care of them? How would they pay the bills, loans or school fees? Insurance cannot prevent illness, but it can financially protect your family so they can get through it.

I'm interested in this service

Property Protection

Your home, car or things that matter to you. Together we will find insurance that protects your assets in the event of an unexpected incident, without unnecessary add-ons and complications.

I'm interested in this service

Home Financing

Buying or building a home, settling property after divorce or inheritance with a mortgage. I will guide you through the entire loan process, find the most suitable solution and financing for you. I work with all banks.

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Building Reserves

It is good to have finances ready for anything — a holiday, a new car, an appliance, or a small renovation. I will help you choose a loan or leasing contract with reasonable conditions.

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Retirement Planning

The sooner you start, the less it will cost you. I will help you navigate the third pillar, ETF funds or other savings options. With consistent saving you have a better chance of building wealth that helps you retire comfortably and stay financially independent.

I'm interested in this service

Children's Future

If you want to set money aside for your children, I'll help you choose a method that makes sense and doesn't cost more than it needs to.

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Professional Liability Insurance

Do you need professional liability insurance for your work or business? I will help you find the right coverage for your field.

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Leasing or Car Loan

Planning to buy a car, new or used? We will find suitable financing — comparing leasing and loan terms so you get the best deal.

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Consumer Loan

If you need funds urgently and have the means to repay, we can arrange a consumer loan for anything, or consolidate unfavourable debts into one with a better interest rate.

I'm interested in this service

Simple process, lasting results

Book a Meeting
01

Introduction

We meet and discuss what our cooperation entails, what options are available to you, and why this service may be relevant for your situation.

02

Getting to know you

We talk about your current life and financial situation, your goals and priorities. No obligations, no pressure.

03

Tailored solutions

Based on an analysis of your situation, I compare products across the entire market and prepare specific recommendations tailored exactly to you.

04

Long-term care

My work doesn't end with signing the contract. I'm here for you when your situation changes — refinancing, insurance changes, or any other need.

A wide choice of financial companies

Thanks to my cooperation with UNIVERSAL maklérsky dom, I can compare offers from multiple banks, insurance companies and investment firms. You don't have to visit each one separately.

NBS (National Bank of Slovakia) licence
Access to 20+ financial institutions
Guarantee of ethical and independent advice
UNIVERSAL maklérsky dom

UNIVERSAL maklérsky dom a.s. is one of Slovakia's largest independent brokerage companies, licensed by the NBS.

We work with

Slovenská sporiteľňa
VÚB Banka
Tatra banka
ČSOB
UniCredit Bank
Poštová banka
mBank
ČSOB Poisťovňa
Kooperativa
UNIQA
Generali
Allianz
AXA
MetLife
Wüstenrot
NN

+ more institutions

Let's start with a conversation

My advice is free for you. You only pay your regular instalments or premiums directly to the institution. We can meet in person or online.

Company
Finalys, s.r.o.
Company ID: 44 429 479
under the auspices of UNIVERSAL maklérsky dom a.s.
Finalys – Nezávislé finančné poradenstvo | Mgr. Jana Filipová