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Tomi Oražem
Wealth Manager

»Success is not complete, failure is not fatal; 

the courage to pursue is counting.«   

Winston S. Churchill


He has been present in the field of personal financial consulting since 1993 and has been actively involved in the co-creation of the personal financial consultant\'s profession. Throughout the whole period, he places a lot of emphasis on education, by constant education at home and abroad. He is proud that the mission and vision of the company can co-operate with such an experienced and ethical team.   

As a graduate economist, he is responsible for the continuous development of the company, management and monitoring and the consistent implementation of business decisions. He is aware that the preconditions for successful operation and outstanding company results are respect and open communication with everyone, both with colleagues and business partners. He believes in good interpersonal relationships, investing in the team, guiding with an example, and ensuring that the team by achieving corporate goals achieves personal goals as well, as this is precisely what ensures success in the long run.

In his work, he focuses on solutions leading to the set goals, while trying to achieve satisfaction for all involved parties. Today, he leads several companies in Slovenia, Serbia and Bosnia and Herzegovina. In Slovenia and abroad, he cooperates with many leading companies, which requires a great deal of systematic, perseverance and boldness. In the past years, this has given him a boost, and today he is proud of all his achievements, society and people with whom he works well on the road to success. He is guided by Chris Grosser\'s thought: »Opportunities do not happen, we create them.«

Acquired knowledge and licenses:
  • gained education graduate economist 
  • licensed insurance consultant (ISA, 2003) 
  • marketing license for investment funds (SMA, 2005)
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