I like things to make sense. Especially with finances.
Consultations always free No commitment A reply within 24 hours
Under one roof I compare offers from banks and insurers across the market
I look for solutions across the whole market, not inside a single bank or insurer.
I remember it like yesterday. I finished school, got my first job, earned my first own money, and gradually achieved a more stable income. I started thinking about building my own foundation, which led to my first home, regular payments, new responsibilities, and questions about what lay ahead. Along the way, there was also money wasted, job changes, income loss, health issues, and personal worries. Some days were better, some worse. Later, I began to focus on finances professionally. I learned about banks, insurance, loans, and investments. It was during this period that I discovered Asset Management and started to view my own finances in a completely new light. That's when I realized it wasn't enough to simply know what products I had. More importantly, I needed to understand where my assets were headed, why they were going there, what today's decisions would yield, and what would happen if problems arose along the way. Asset Management didn't give me perfectly resolved finances or a worry-free life. However, it provided me with a system where savings, housing, income protection, assets, and investments all have their purpose and fit together as a cohesive whole. And that's precisely where I see its greatest value – in regularly revisiting the entire setup and adapting it as life evolves. I approach clients the same way today. First, we work together to understand where you are now and where you want to go. Only then do we structure your finances so that each component forms a system that makes sense for you and your goals.
Five steps that are the same for every client at myLife.
We get to know each other and I explain what I do.
We go through your goals, your options and your priorities.
A solution built around what you actually need.
I take care of the paperwork from start to finish.
We keep building your wealth together over the years.
I use the rates banks are offering today — from 3,39 % (Prvá stavebná sporiteľňa, 3-year fixed period). I will prepare exact figures for our meeting.
The rates shown are the lowest a bank will give — assuming you also take its other products (an account, loan insurance, salary paid in). Without them the rate is higher and the cheapest offer may turn out to be a different one. We will go through what actually pays off for you.
Bank rates valid for 10/2026.
Pick a time that suits you. Where we meet: online or in person at our offices – primarily in Levice, but also in Nitra, Dudince, Banská Bystrica, and Krupina. It takes 60 minutes.
Leave me your contact details and a short note on what I can help with.
Write me a few sentences about what you are dealing with. I will get back to you personally — not a robot.
I have only one name, and I stand by it. My role is not to fulfill the plan of a specific institution, but to find a solution that makes sense for your situation and goals. If I were to recommend something I don't believe in myself, I would risk the most valuable asset I have in this job – my reputation. Therefore, every solution must have a clear purpose within your financial system.
Yes. Wealth management isn't about adding more contracts. We'll look at whether what you already have in place works together and if your current decisions are truly bringing you closer to what you want to achieve. Sometimes, nothing needs to be changed – and that's also a result.
You do not pay me directly for my services. I am compensated for financial intermediation through the brokerage system, so you don't incur a separate fee for my work.
You don't have to. My job is to explain things to you simply and clearly so that you understand what we're addressing, why we're addressing it, and what it means for you. I don't want you to sign anything just because 'it turned out that way' — I want you to understand your setup.
Get in touch any time — I will reply as soon as I can.
Jozef Gergö
I usually reply within a few hours
Hello, Jozef Gergö here. If anything on the page is unclear, or you would rather go straight to your own situation, write to me — I will get back to you personally.
Your message reached me. I will reply to the e-mail you left.
