I am Costas Bantoulas
your Financial Advisor


I am Ready to meet you

I'll be making your Plan

So, you can enjoy your Life!


Call me now +30 6940 552622



Your Personal Advisor


Dive into my Videos

Dive into my Videos

Through our YouTube channel:


Wise Money Management
  • Personal Plan

    Making your Unique Personal Plan

  • Business Plan

    Making your Unique Business Plan

With my Plan you will make your life a carefree journey.


How we will Create Your Personal Financial Plan

We clarify what you want to do. There are two categories:
a) short-term desires and
b) long-term desires


Step 1: We map your expenses
Step 2: We identify what you want
Step 3: We create the plan
Step 4: We Put the Plan into Action
Step 5: We adjust the plan according to your Life
Personal Plan: like your unique DNA
A personal financial plan gives you confidence, clarity and control.





How We'll Create Your Business Plan


Whether you're just starting out or want to make your business more successful, we'll create a business plan that works for YOU.


Step 1: We start with your Big Idea: What are you selling? To whom is it for? Why is it nice or useful?
Step 2o: We do market research
Step 3: Set clear goals
Step 4: We create your Business Charter

This is your strategy and personal GPS for success.