Financial counseling
We are building a culture of trust and connection in the financial world. We invest our expertise in you, not just in growing your wealth.
Invested in growth.
Invested in you.
A new era of financial advice - for thoughtful planning of your financial future and more confident financial decisions.
More intention. Better decisions.
Plan with a clear framework and the support of advisors who help you align your goals, financial resources, and next steps into more thoughtful decisions.
Trust is no accident
More than a quarter-century of experience in the financial industry, an understanding of our clients’ diverse goals, and a personalized approach form the foundation upon which we are building JonatanMars today.
25,000
+
clients who have already placed their trust in us
25
+
years of experience
1 : 1
personal financial advice
01
Team JonatanMars
Our advisors combine knowledge, practical experience, and a personalized approach. No matter how far along you are in planning your goals, we’ll help you take the next step toward making informed financial decisions.
Janez Jaki
financial advisor
Andrej Štupica
financial advisor
Luka Guštin
sales director
Klemen Kokalj
head of the consulting team and key accounts
Janez Jaki
financial advisor
Luka Guštin
sales director
Andrej Štupica
financial advisor
Klemen Kokalj
head of the consulting team and key accounts
Your partner for complex financial decisions
When it comes to financial decisions, you need more than just a hunch. What matters is a well-thought-out framework and a partner who understands your goals. We help you explore investment opportunities, stay on track, and make decisions with greater confidence.
Your partner for complex financial decisions
When it comes to financial decisions, you need more than just a hunch. What matters is a well-thought-out framework and a partner who understands your goals. We help you explore investment opportunities, stay on track, and make decisions with greater confidence.
Decisions backed by experience
You are not alone when making important financial decisions. You make them with the support of a team that has been monitoring financial markets, client needs, and various investment strategies for many years.
A clear process
We don’t look for shortcuts. We help you establish a well-thought-out framework, understand your options, and stay on course even when market conditions change.
Transparent and responsible collaboration
Your goals are always at the forefront of our consulting process. That’s why every step is based on clear explanations, open dialogue, and decisions you make with full knowledge of the facts.
WHY YOU CAN TRUST US?
You have access to experienced, licensed financial advisors and a support team that ensures you’re in safe hands at all times.
How does the counseling process work?
We start by talking with you and getting to know your financial situation, goals, and expectations. Then, together, we establish a clear framework, explore your options, and review possible next steps with you.
Fill out the contact form, send us an email, or give us a call.
Our advice, your advantage
JonatanMars is with you when you want more clarity around your money, fewer doubts in the noise of the moment, and stronger long-term outcomes.
Our advice, your advantage
JonatanMars is with you when you want more clarity around your money, fewer doubts in the noise of the moment, and stronger long-term outcomes.
Step by step
You have savings, but you first want to understand what makes sense for you, how to manage risk, and how to take the first steps without costly mistakes.
Systematically
You have bigger ambitions and want to create a strategy, set rules, and build a portfolio that makes sense as a whole.
Thoughtfully and with experience
When market headlines quickly trigger doubt, you want a clear picture and the ability to make sound decisions - even when there is more noise around you.
Long-term cooperation
When you want your partnership to go beyond the initial conversation and always have an advisor by your side to discuss important financial matters with.
NO DOUBT
We operate with clear rules and the accountability that a regulated environment requires.
Client testimonials
Trust begins with a conversation
What our clients value most are calm conversations, clear explanations, and the feeling that they can make more informed decisions about their money.
A very pleasant experience. Luka took the time to listen to my questions and explain things to me in a way that I could actually understand. No pressure and no complications. I highly recommend him.
Miha
private party
I spoke with Klemen about my savings and my options for the future. I appreciated that the conversation was calm, professional, and, above all, very easy to understand. Thank you for your friendly approach.
Andreja
entrepreneur
I had a very professional conversation with Janez. First, we went over my situation, and then he explained to me what options were actually available. I felt that I could make a more informed decision.
Tomaž
private party
The team was very responsive and friendly. They answered my questions quickly and explained even the most basic things without sounding condescending. That was really important to me.
Andrej
long-term investor
Let's talk about your goals
Tell us where you are today and what you want to achieve. You can visit us at our office at Dunajska 165 (Rotonda) in Ljubljana at a scheduled time any weekday between 8:00 a.m. and 6:00 p.m.
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