Risk Management & Capital Growth Planning
Let what you have built
help build your future.
Protecting and making the most of your capital.
Iakovos PerchanidisEconomist · Insurance & Investment Advisor
Complimentary needs assessment & plan review
What would you like to plan for?
Good things are earned through effort.
THE PERSON BEHIND YOUR PLAN
Iakovos Perchanidis
Economist · Insurance & Investment Advisor
Certified by the Bank of Greece
Rigorous analysis.
Personal responsibility.
With a background in Economics and ongoing research into financial markets, I connect academic knowledge with the real needs of individuals and businesses.
Together, we assess what could put pressure on your finances, what you want to achieve and how to prepare. With clear choices, honesty and personal support along the way.
- 9.21/10 · Top graduate with distinction
- BSc in Economics · Aristotle University of Thessaloniki
- 8.86/10 · Distinction
- MSc in Economics · Aristotle University of Thessaloniki
- Financial markets research
- ARIMA research group · Aristotle University of Thessaloniki
- National recognition · 2025
- Among NN Hellas's leading new associates
SAVINGS & INVESTMENT PLANNING
Achieve more
with your capital.
Put your money to work for you.
Whether you save each month or already have capital and investment experience, we start with what you do today. We explore how to make the most of your savings and which options could complement your plans.
We consider insurance-based investment plans with selected portfolios and diversification options as part of a long-term investment strategy. I guide you personally, taking account of inflation, time and the money you need to keep accessible.
Explore the investment optionsYOUR EFFORT DESERVES TO GO FURTHER
Saving 200 € / month
The same amount over the same period. See the difference in this hypothetical scenario.
37,773 € differencewith the same contributions over 20 years, in this hypothetical scenario.
Hypothetical annual return: 5.5% after costs, before tax. This is not a forecast or guarantee. Investments may lose capital.
How are these figures calculated?
No initial capital or withdrawals, with contributions at the end of each month and a constant hypothetical annual return of 5.5%, converted to an equivalent monthly rate. Monthly contributions required to reach the target are rounded up to the next euro. Figures are nominal: tax and inflation are not included. The return is a mathematical assumption after all costs, not the return of a specific product. The no-return comparison shows contributions only. In practice, returns vary and the result may be lower.
Knowledge behind your choices.
Support throughout our relationship.
I help you understand where your money is invested, what each option adds, and the costs and risks involved. I study market developments, and we review your plan at our meetings. Any changes to the allocation are discussed and made with your approval.
How we plan your investmentHEALTH INSURANCE
Focus on your health.
Plan ahead for the cost.
Our aim is to help you focus on treatment and recovery, with dignity and without financial worry.
Your insurance can cover a substantial part, or even all, of your eligible hospital expenses. Together, we choose cover, hospitals and your share of the cost, so that a major health expense can be met with planned financial support.
- Access to private hospitals of your choice in Greece or abroad when you need care.
- Cover for hospital stays, surgery and emergencies.
- Personal support to help you understand how to use your cover.
FOR THE PEOPLE WHO MATTER
Income and
family protection
Plan for a cash lump sum to support your family: for debts, future commitments, education and the life you want for the people you love. With appropriate life and disability cover, we arrange financial support to help them maintain their standard of living and build their future.
Family protectionHOME & FIRE INSURANCE
Protection for your home
and what is inside.
Buildings, contents and selected risks, based on the value of the assets you insure.
Explore home coverFOR YOUR BUSINESS
Give what you build each day
a future.
A serious loss can affect far more than a building or a computer.
Together, we consider what it would mean for your operations, obligations and people. We plan which financial burdens insurance can take on, with appropriate cover.
Investment plans for legal entities
Lump-sum or regular contributions to a plan in the legal entity's name, subject to a suitability assessment.
OUR FIRST MEETING
What would you like
to have better organised?
Your health? Making the most of your money? Protecting your business?
At our first meeting, we clarify your concerns, what you already have in place and which areas deserve closer attention. You will speak with me personally, and we will agree on the information needed to assess your circumstances.
20 minutes · No obligation to buy · Thessaloniki & online
Time for your questions.
- “Does what I already have cover my needs?”
- “How can I put my money to work for me?”
- “I already invest. What could working together add?”
- “Where should I start?”