Order in your finances.
Then growth.
Insurance, lending, investments and property — one hand, one strategy. Seventeen years of guiding financial decisions, with close to a thousand returning clients.
Four areas, one coherent plan
I do not recommend products, I recommend an order: what to settle first and what can wait. The recommendation always comes in writing, with comparisons.
Finance is not a matter of trust. It is a matter of clarity.
I have been advising on financial services since 2008. Over the years I have guided close to a thousand clients — many of them now into a second decade, from buying a first home to retirement savings.
For four years I have also been producing content. The goal is the same as at the table: that you understand what you are signing, and why.
The full professional story"Aktív befektető" is now JB Finance
Weekly analysis, decisions backed by numbers. Under one brand, on YouTube and across social platforms.
What my clients say
„I can’t recommend Bálint’s services and his approach to it all highly enough. At short notice, he was willing to meet me, recommend the right product given my situation and then action it all so quickly. Everything was very easy given the urgency, and I really appreciated his warm style, patience and ability to walk me through the process in English.”
Trevor Neal General
„Bálint was super helpful! It was a great decision to use his services. I am in the process of getting my residence permit in Hungary and one of the requirements is to have health insurance. Bálint walked me through the process. […]”
K. R. Insurance
One hour, free of charge
The first conversation is a mapping exercise: where you are now, what the goal is, what is missing. A recommendation follows only after that — in writing, with comparisons.