Personal Advisor

From Planipedia

This is a financial planning and consulting organization in Moscow. The company "Personal advisor ltd."[1] was founded in 2008 and provides its clents with the following services:

• personal financial planning
• creation of investment portfolio (bank deposits, mutual funds in Russia and abroad, ETF, REIT, structured products, hedge-funds, commodities etc.)
• help with opening foreign bank accounts
• consulting about investing in foreign real estate
• tax consulting
• help with selecting a suitable type of credit (mortgage, auto etc.)
• development of insurance coverage (life, health, property etc.)
• pension planning
• consulting about trust and foundation creation

Natalia Smirnova is a director general of the company and has been a member of Financial Planning Association since 2008. Natalia is an author of more than 60 articles about financial planning in leading Russian magazines and an author and co-author of 7 books, devoted to credits, investments, pension, taxation and personal financial planning in Russia. She is also a member of the Europe Geographic Focus Group for the Financial Planning Association in the US.