Hubi Kós
Partner & Financial Planner
The best financial decisions are rarely the most complicated. I believe in understanding what matters most to each client, keeping things simple where possible, and focusing on the choices that create the best long-term outcomes.
Certifications:
Experience:
Meeting options:
CFP
QFA
34 years
Online, in person
Focus areas:
Wealth Management
Pensions
Investments
Hubi has over 30 years' experience in the investment industry, having worked across investment banking, wealth management, fund management and stockbroking. As a Certified Financial Planner®, he has advised clients through changing markets, helping them manage and grow wealth with confidence while navigating increasingly complex financial decisions
Hubi helps successful individuals, families and business owners understand their options and make the most of their wealth. By taking the time to understand what matters most to each client, he ensures their investments, pensions and other assets are structured efficiently, working together to achieve the best possible long-term outcomes. His focus is on preserving, growing and transferring wealth
Hubi believes the best financial advice starts with understanding the person, not the portfolio. By combining decades of experience with current market knowledge, he helps clients explore the options available to them before recommending the approach that best reflects their goals, values and family circumstances. His advice is practical, transparent and designed to build long-term confidence.
Hubi can help you with:
Iron Nerve
Brings calm advice when it matters most.
Future Vision
Helps you picture the future you want and maps the steps to get there
North Star
Keeps every financial decision aligned with what matters most to you.
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Happy wife happy life is true!
What our clients say about Hubi
See how Hubi helped clients put the right plan in place