Our process

Intelligent investing explained in depth for the curios.
2. July 2020

Want to know more? Meet us online or attend our webinars!

Why should you invest? What are the advantages of investing with Finax? Are you looking for a help with investing or planning your finances? Do you want to learn how to invest properly? Meet us online or attend our free webinars to learn more.

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Intermediation of Finax by agents now available in Poland | Finax.EN
13. May 2020

Intermediation of Finax by agents now available in Poland

The main goal of Finax is to make effective wealth building services available to every household. Most people still prefer face-to-face contact. For this reason, Finax has also been offering services through financial agents since its foundation. The financial agents acquire into their portfolio a practical, unrivalled investment product that is beneficial for their clients, as well as for them. Find out what Finax has to offer to financial agents.

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Currency risk in Finax | Finax.EN
23. April 2020

Currency risk in Finax

By investing with Finax, you expose yourself to currency risk. What does this risk represent, how to eliminate it and how Finax approached it, can be found in the next article of the How we do it series. Find out why currency risk is only an inflated scarecrow and the reasons why we refused to secure the investments against exchange rate losses.

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What is the intelligent regular withdrawal? | Finax.eu
27. March 2020

What is the intelligent regular withdrawal?

The goal of investing is to secure income and to maintain or even improve the standard of living after the end of the investor's active career. Finax also has the post-asset building phase in mind and offers a unique solution for clients, who want to enjoy their acquired assets. Intelligent regular withdrawal is a payout portfolio. What does it look like and why is it ideal solution for your pension?

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Transfer your investments to finax and recieve a discount of 10% | Finax.en
17. March 2020

Transfer your investments to finax and receive a discount of 10%

Finax offers a unique investment tool with revolutionary benefits for your money. If you already invest with somebody, we will take that into consideration. Now you can invest even more effectively. In addition to favorable conditions, we offer you a discount on your investment transferred to Finax - we will manage 10% of its value free of charge.

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How do we model the historical development of finax portfolios? | Finax.eu
7. February 2020

How do we model the historical development of finax portfolios?

Finax often uses the long-term historical development of its portfolios. It is always a modelled development, and in this article, we will explain why we work with modelled performances, reveal in detail, how we achieve them, what methodology we use, and what is their bases.

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How does the Intelligent regular withdrawal work? | Finax.EN
18. November 2019

How does the Intelligent regular withdrawal work?

The most anticipated Finax innovation of 2019 is here. The regular withdrawal plan will allow you to enjoy the money saved over the years. Learn how to open a withdrawal account and how to set it up correctly.

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6. November 2019

How are your assets protected in Finax?

Safety of assets is always a priority. It plays an important role when assessing the quality of investment. Find out how we keep your money secure and what we do in order to protect your savings that you plan to invest with Finax.

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