Financial Planning

„People don't plan to fail, they just fail to plan.“

CPM Associates Personal Finance Divison started its operation at the end of 2008 as a reaction to the increasing interest in personal finance advisory from the side of our clients. Together with other divisions it creates a complex of financial services which tries to cover even the most demanding clientele. This division specializes in providing consistently professional financial planning for individuals. The main activities are the creation of financial plans, financial audit and financial and tax optimization.

Personal Finance Division merges independent consultants in the field of private finance who decided to carry out this work at a professional level and have many years of experience in the financial services area. The main emphasis is put on the quality of work, education and high professionalism of our employees, as we provide ongoing training and centralized control. The company is directly responsible for the activities of its associates who are led to responsibility for the advisory services provided to their clients from the very beginning of the cooperation.