myLife
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Financial intermediation by myLife

Jozef Gergö

I like it when things make sense. Especially with finances.

Jozef Gergö
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Under one roof I compare offers from banks and insurers across the market

Allianz MetLife UNIQA Generali Union Colonnade HDI Wüstenrot NN Dôvera Agra poisťovňa Defend Insurance AXA Assistance

About me

I remember it like yesterday. I finished school, got my first job, earned my first own money, and gradually a more stable income. I started thinking about my own foundation, then came my first home, regular payments, new responsibilities, and questions about what would come next. Along with that came spending money carelessly, job changes, loss of income, health issues, or personal worries. Sometimes it was better, sometimes worse. Later, I started dedicating myself to finances professionally. I got to know banks, insurance, loans, and investments. It was during this period that I encountered Asset Management and began to look at my own finances completely differently. That's when I understood that it's not enough to know what products I have. It's more important to know where my assets are going, why they're going there, what today's decisions will bring me, and what will happen if a problem arises along the way. Asset Management didn't give me perfectly resolved finances or a life without worries. However, it gave me a system where savings, housing, income protection, asset protection, and investments all have their justification and fit into one whole. And that's precisely where I see its greatest significance – to regularly revisit the entire setup and adapt it as life changes. I approach clients the same way today. First, we'll understand together where you are today and where you want to go. Only then do we set up your finances so that the individual parts together form a system that makes sense for you and your goals.

Let us meet

How I can help

I look for solutions across the whole market, not inside a single bank or insurer.

Asset Management We'll look at your finances as a whole. What you have today, where you're headed, and what needs to be adjusted so that individual decisions work towards the same goal.
Mortgages and Financing A mortgage isn't just about buying an apartment or a house. It's a tool that can address housing needs in various life situations – from purchase and construction, through renovation, to refinancing existing obligations. My role is to find a financing method that makes sense specifically for you.
Lifestyle Protection It makes sense to protect the income and assets you're building. We'll set up protection so that an unexpected situation minimally impacts the functioning of you and your family.
Money for the Future Investing meaningfully, simply, and effectively.
Finances from the Other Side If the world of finance appeals to you, or you feel you want to do it differently, I'd be happy to show you how work and business operate with us.

Money does not have to be rocket science. It helps to have someone beside you who understands it.

How it works

Five steps that are the same for every client at myLife.

First contact We get to know each other and I explain what I do.
Review of options We go through your goals, your options and your priorities.
The myPlan proposal A solution built around what you actually need.
Service meeting I take care of the paperwork from start to finish.
Staying in touch We keep building your wealth together over the years.

Run the numbers

I use the rates banks are offering today — from 3,39 % (UniCredit, 3-year fixed period). I will prepare exact figures for our meeting.

UniCredit 3,39 % 3r ČSOB 3,40 % 3r mBank 3,40 % 3r Tatra banka 3,50 % 3r Slovenská sporiteľňa 3,50 % 3r VÚB 3,60 % 3r Prima banka 3,90 % 5r

Rates updated on 10.08.2026.

What you would pay each month and how much the loan costs in total.

Loan amount
Repayment period
Fixed period

I fill in the rate from what banks offer for this fixed period today.

I will show you the result as soon as you leave me a contact. Either one will do.

I use figures that apply on the market today. This does not commit you to anything.

Book a meeting

Pick a time that suits you. It takes 30 minutes.

Pick a time that suits you.

Write to me

Leave me your contact details and a short note on what I can help with.

Frequently asked questions

What will it cost me?

The consultation is free. I am paid by the financial institution you eventually sign with — you pay nothing on top.

Do I have to sign anything straight away?

No. At the first meeting we only go through where you are and what you want to achieve. The decision is always yours and there is no rush.

Why go through an intermediary rather than straight to a bank?

A bank offers you what that one bank has. I compare offers across the market and together we pick the one that fits your situation.

How long does the whole thing take?

The first meeting takes about an hour. I usually have a proposal ready within a few days, and from then on I handle it.

Contact

Get in touch any time — I will reply as soon as I can.

Jozef Gergö s. r. o.
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