What  do you do professionally?

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I am an independent financial advisor and wealth manager who offers independent, dependable and obligation-free wealth management services to individuals and companies in order to help you decide on the right investment solution for their own financial circumstances and then in the future to keep your investments under regular review.



Where are you located & what areas do you service?


I work out of and am based in Warsaw, Poland. From here I service my clients all around the world.



What do you mean by independent financial advisor?

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As an independent financial advisor (IFA), I am not tied to any one financial institution, so I can be unbiased in aiding and finding you the most suitable and economical solution for your personal situation. I have access to a wider range of solutions in the offshore market than most of my competitors thus making the choice easy for my clients. Please view some of the companies I regularly use.



I already have an advisor in Poland

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Often advisors in your home country are limited domestically and for regulatory reasons to the range of investment solutions you have access to. Talking with me will give you a better idea of what solutions are available to you and how they can benefit you. Having all your investments with your domestic advisor here in Poland may also not be the most tax effective option open to you?



I like to manage my own investments

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For clients who want to manage their own investments I am able to offer you access to a wide range of solutions you can use that you wouldn’t have access to normally yourself. You would be able to manage many of these solutions directly yourself online. I also offer administration services, taking care of all the headaches and paperwork for you.



Do I have to have a lot of money to become your client?

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As a completely independent financial advisor I am not tied to any one investment institution. I work with a wide range of financial companies who in turn have solutions for every type of individual, whatever your budget is. This allows me the ability to recommend tailor-made solutions for you designed around your financial situation and how much you are comfortable investing with.



Do you work with financial institutions based in Poland?

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No, all of the solutions I recommend to clients are based internationally allowing for tax-free efficient growth and returns, portability, protection, security and confidentiality.



How many investment companies do you work with?​

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I work with a very extensive range of Fortune 500 and internationally based financial institutions. Please view some of the companies I regularly use.​​





How can I keep track of my investments?

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You will be able to track your investments online by simply going to your account online and logging in. Many if not all of the financial institutions I use allow you to login, view and manage your account online. Please speak with me for further details.



I’m not happy with my current financial advisory firm?​

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Please feel free to contact me and I will be more than happy to arrange a meeting face to face or over the phone with you. We would initially conduct a financial questionnaire and review with you and then give you recommendations on your existing accounts. Once I have been elected by you to be your preferred advisor I will then be able to give you continuing ongoing service and support.



What happens if I leave the country?​

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My services and investment solutions are all designed to be managed and serviced from any location in the world and we can conduct review meetings via teleconferencing and emails when face to face meeting are not available.



How do you get paid?​

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I receive a management payment or introduction payment directly from the financial institution you choose to go with. My clients never pay any fees or remuneration directly to me. This does not result in payment of higher charges with any institution to which you would like to invest with.



What happens when I become a client?​

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As a client of mine I will be in contact with you once every three months and will meet with you face to face at least twice per year. As you advisor I will respond to any enquiries within a 24 hour period. The relationship clients have with me is a very informative one; my clients receive monthly portfolio valuation and updates, quarterly valuations reports and general information in regards to new market opportunities. You will also be able to track your own accounts online 24/7



How do I get valuations for my investments?​

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You will be in regular contact with me and I regularly order valuations on your behalf once per month so I can monitor performance and ensure your plan remains adequate and fits your needs. You shall, of course, be provided with the same monthly valuation via email in pdf format. You will also be able to track your accounts online 24/7



How can I thank Benjamin Novak for the great service I have received?​

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The best form of gratitude you could give me would be to introduce and recommend me to friends or colleagues. Please pass on to me the contact details of anyone who you would like to introduce to my services, and let them know that I will be in touch with them soon. This I would appreciate immensely.