Get advice on your finances remotely

Register for a remote consultation either by phone or a video call. It’s convenient and fast!

Remote consultation

Sign up for a free consultation by phone or video call!
  • By pressing „Sign up“, you agree, that your personal data would be used to contact you for a consultation. According to company’s privacy policy, this data will be managed for a period of one year. You can always cancel your agreement with us anytime by calling tel. 8 700 55959

We invite you to an interactive consultation!

Secure your financial future anytime, anywhere. INVL financial experts are ready to consult you online. All you have to do is register, open the link you receive in an e-mail and have a computer, tablet or mobile phone with you during the consultation.

Find out what’s new in the financial word without leaving your home!

Why online consultations are so convenient?

You can log in from home, work or any other place you prefer.

You can participate in the consultation together with your family members. This allows you to discuss not only your financial planning, but also your family finances.

Our consultations are interactive – you can log in to the INVL self-service portal, view your accumulation data and see the plan that the INVL consultant has been preparing for you.

All you need to do is register and have a computer, tablet or mobile phone.

How does it work?

Consultations take place via the Microsoft Teams app. It is a simple, convenient and reliable tool for online consultations. Once your register, an INVL consultant will contact you to arrange a suitable time and send you a login link via e-mail.

Important to know

Choose a pension fund responsibly and carefully. Before signing a pension accumulation agreement for accumulation in 2nd and/or 3rd pillar pension funds, pay attention to investment risks and applicable deductions. Carefully read the rules of the pension fund, which are an integral part of the pension accumulation agreement.

Investing in 2nd and 3rd pillar pension funds involves investment risk. The value of a pension fund can go both up and down, and you can get back less than you invested. Past performance of a pension fund does not guarantee the same results and profitability in the future. Past performance is not a reliable indicator of future results. You are responsible for your investment decisions regarding pension accumulation. Before you make an investment decision, assess all the risks associated with the investment yourself or with a help of investment consultants.

Please remember that for participants in 2nd pillar pension accumulation, the state social insurance retirement pension for the period prior to 31 December 2018 is proportionately reduced as established by law, except for persons participating in pension accumulation prior to 31 December 2018 who between 1 January 2019 and 30 June 2019 exercise their right to terminate pension accumulation and return the accumulated money to SODRA – reduction of the state social insurance age-old pension will not apply to such persons. SODRA pension will not be reduced for those participating in 2nd pillar pension accumulation as of 2019. The additional State contribution does not reduce the amount of the retirement pension.

All the information presented is of a promotional nature and cannot be construed as a recommendation, offer or invitation to accumulate assets in pension funds managed by INVL Asset Management. The information provided here cannot serve as a basis for any subsequently concluded agreement. Although this information of a promotional nature is based on sources which are considered to be reliable, INVL Asset Management is not responsible for any inaccuracies or changes in the information, or for any losses that may incur when investments are based on this information.