news

WHEN AND HOW TO SELL A COMPANY

Companies and their owners often face the issue of selling a company during their existence. There are, of course, several reasons for selling, from personal

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news

SAVINGS AND ALTERNATIVE INVESTMENT

In Slovenia, according to the Statistical Office of the Republic of Slovenia, net financial assets (the difference between assets and liabilities) between households have been

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news

SMART INVESTMENT DECISIONS DEPEND ON FINANCIAL LITERACY

We know a range of definitions of financial literacy, and in this article, I will focus on the definition of the international Organisation for Economic Cooperation and Development (OECD).
OECD describes financial literacy as a combination of an understanding of financial services and concepts, the ability and self-confidence to understand financial risks, financial opportunities and financial decision-making and activities to improve an individual’s financial situation.

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news

Introduction of bank debit interest

In this article, I intend to present the causes and impact of the introduction of the bank negative interest rates the commercial banks (hereinafter the banks) announced for households in 2021.

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Director SFM

Andrej Laznik

With flexible financial solutions according to the highest business and moral standards, as well as an agile and dynamic customer-centric approach, we want to raise the bar when setting new standards. We believe and constantly prove that our approach is superb and we are best-equipped for the challenges of the future.

Founder

Klemen Mlakar

In his varied career Klemen has led and successfully managed assets of big investors. He is an expert in setting strategies, designing risk processes, and leading companies to financial stability. Klemen has seen numerous complex restructurings to successful ends, and led some of the most important merger projects in the region.

Founder

Boštjan Klinec

Boštjan is an expert with more than 20 years of international experience in insurance, banking, asset management, and leading investment funds. He has successfully led multiple projects focused on opening new markets, leading new companies abroad, and, once there, expanding them into local success stories.

Director Superos Fund Management

Andrej Laznik

In his diverse and extensive career, Andrej has more than 30 years of experience in leading large companies, establishing optimal organisationsand processes after company mergers, directing optimisation processes and streamlining expenses, all with the goal of cementing financial and business success.

Head of Back Office

Tanja Močnik

Tanja has over 20 years of experience at ALTA Invest and Poteza d.o.o.. Her expertise ranges from managing all the company‘s internal processes to leading its sales network. She has successfully run and integrated an enviable number of developmental projects.

Sales Director

Mateja Zavadlal

Throughout her more than 20-year career, Mateja has acquired extensive experience in both the public and private sectors in Slovenia and abroad. She built her career in management by leading mergers, directing financial and organisational restructurings, and leading companies in a variety of fields. Mateja is focused on establishing a company’s culture, streamlining business processes and building strong, successful teams.

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