As a financial consultant, Mario helps his clients to achieve their financial goals by carefully considering their current situation, their needs and desires, and works with them to tailor the most appropriate solution. As the old saying goes, “Choose a job you love, and you will never have to work a day in your life”. Mario believes that it is this love for his job, his enthusiasm and professionalism that help his clients to bridge the gap between hypothetical and vague goals and real-life results. In doing so, while providing a continued and seamless service, Mario is able to achieve the ultimate goal of the financial consultant’s job – building long-lasting and sustainable relationships that thrive regardless of where in the world opportunity takes their clients, so that they can remain on track to achieving their goals.
It is this longevity and sustainability that inspires our clients to put their trust in us and to refer others who could benefit from a close working relationship with a financial adviser to us. Together with Senior Partner, Jon Holand, Mario oversees $40 million in client investments and helps clients with a wide variety of topics such as retirement planning, children’s education planning, portfolio management, currency trading, real estate, and savings and investing.
Mario is passionate about travelling, he has lived in 5 countries and has visited over 30, with more on the list. He loves surfing and is well trained in martial arts (Aikido, Judo, and Muay Thai). He is also a keen reader of philosophy, science, and history.
Favourite quote: “Professionalism is not about adherence to the policies of a bureaucracy. Professionalism is about having integrity, honesty, and sincere regard for the personhood of the customer, in the context of always doing what is best for the business. Those two things do not need to conflict.” — Eric Lippert
Languages; English, Bulgarian (native), German, Russian and Mandarin.
Professional & Personal Achievements:
- Masters in Economics and Finance
- Enrolled in a Master’s degree 8 months before Graduating from his Bachelors
- 3 Academic Publications
- Awarded a grant by the EU Commission
- Awarded a grant by the Federal Republic of Germany
“In our new business process, we are rigorous in terms of the advisory organizations that we wish to undertake business with. We consider AMA to be the leading advisory group in South Africa and China, driven by individuals, who have outstanding attention to detail and a real passion for delivering positive client outcomes. In an industry, which has become increasingly fragmented, the level of stability and professionalism within their senior team makes it easy for us to deal with, in an ever-changing international pensions landscape. We have always found AMA’s team to be at the forefront of adapting to these changes.” Stewart Davies, CEO for Momentum Pensions,