Real People Building Real Financial Skills
We're not about flashy promises or overnight transformations. Instead, we focus on practical approaches that actually work for people managing finances in Taiwan's market. It's about clarity, confidence, and making smart decisions with your money.
Meet Jarek Kovač
Financial Planning Advisor
I've been helping individuals and small businesses in Taiwan since 2018. And honestly? The best part of my job isn't the spreadsheets or the planning tools—it's watching someone finally understand where their money goes each month.
Most people come to us feeling overwhelmed. They've got receipts everywhere, multiple bank accounts, and no clear picture of their financial situation. But you don't need a finance degree to get control of your money. You just need someone who can explain things in plain language and show you what actually matters.
We start by looking at your current situation—no judgment, just facts. Then we map out realistic steps based on what you're comfortable with. Some clients prefer aggressive saving strategies. Others want to take things slowly. Both approaches work when they match your lifestyle.
What makes our approach different? We don't sell you products. We don't push investments you don't understand. We teach you how to make financial decisions that make sense for your situation right now, in 2025.
What Actually Changes
From Confused to Clear
Most clients tell us they finally sleep better once they understand their financial picture. No more avoiding bank statements or feeling anxious about money decisions. You'll know exactly where you stand.
Building a Realistic Strategy
We help you create plans that fit your actual life—not some ideal scenario. Whether you're planning for a home purchase in Kaohsiung or building emergency savings, we focus on steps you can take this month.
Making Decisions Independently
Our goal isn't to create dependency. We want you to handle financial decisions on your own. That means teaching you the reasoning behind recommendations, not just telling you what to do.
How We Work Together
Our process is straightforward. We meet with you, understand your situation, and create a plan that makes sense. No complicated jargon, no pressure to sign up for things you don't need.
Initial Conversation
We start with a simple chat about your current financial situation and what you're hoping to achieve. Bring your questions—there are no stupid ones here. This usually takes about an hour and helps us understand what you need.
Organizing Your Information
Next, we help you gather and organize your financial information. Bank accounts, expenses, debts, savings—everything in one clear picture. This is often the most eye-opening step for clients because they see the full story for the first time.
Creating Your Plan
Based on what we find, we'll outline specific steps you can take. We prioritize based on what will have the biggest impact for your situation. And we check in regularly to adjust as your life changes—because it always does.