Insurance protection
Health, life, property and business insurance. We review your needs, available cover and the key terms of each proposal.
Insurance protection
Investment · Insurance · Strategy
Plan today for what you want to achieve tomorrow.
Investment and insurance solutions for individuals and businesses, built around your goals, needs and priorities.
- #1New Partner at NN Hellas nationwide by premium production, 2024
- BoG · HCMCInstitutional certifications: Bank of Greece & Hellenic Capital Market Commission
- Athens · SantoriniWe meet you in person at both offices
Our approach
We start by understanding your needs.
An insurance or investment decision should reflect your circumstances. We look at your existing arrangements, the commitments you need to meet and the money you may need to keep accessible. We can then discuss the options relevant to your objectives.
- 1MY HEALTHHealth insuranceWe review your healthcare needs, existing cover and the costs you would want to be able to manage.
- 2MY FAMILYLife insuranceHealth insuranceWe discuss ways to address financial commitments and the needs of people who depend on your income.
- 3MY ASSETSProperty & liabilityWe consider the risks affecting your home, other property and business, alongside the protection you already have.
- 4MY FUTURE PLANSInvestingRetirementStudiesWe discuss saving, retirement and available investment options in light of your time horizon and attitude to risk.
Protection and growth, across four connected layers.
For you
Where do you start?
HealthI want options for my healthI design the cover that fits my needs and my life.Health insurance
Family & childrenI want to look after my familyI combine protection for today with a plan for what I want to give them tomorrow.For your family
Private pensionI want more choices for my retirementI put financial freedom in place today, for the years ahead.Private pension
For students & young professionalsI want to start saving and investing earlyI use the biggest advantage I have today: time.Start early
Your advisor
Sotiris G. Kopatsaris
Managing Partner, Kopatsaris + PartnersInvestment, Wealth and Insurance AdvisorCommercial Risk Consultant
He holds certifications from the Bank of Greece and the Hellenic Capital Market Commission.
He designs investment strategies and insurance protection for businesses and individuals.
Expertise
Mutual FundsInvestment ProgrammesBusiness & Personal RisksHealth InsuranceLife InsuranceGeneral Insurance
Experience and qualifications, proven in practice.
- #1NEW PARTNER, NN HELLAS
- BoG · HCMCINSTITUTIONAL CERTIFICATIONS
- Sheffield · Imperial · ESSEC · TU Dresden · Sorbonne Paris NordMEng Mechanical Engineering with GermanThe Sheffield Graduate Award · The University of Sheffield & TU DresdenMSc ManagementFuture Leaders Scholar · Imperial College LondonThe Global Manager in EuropeESSEC Business SchoolLicence en droit, LLB – Law (in progress)Université Sorbonne Paris Nord
- Naftemporiki TV · Xenia · EU SME Assembly · World Government SummitSPEAKING & PRESENCE
What we do
Insurance, investing and financial planning.
Not every client needs the same service. Some want to review their insurance. Others are considering how to save or invest for a particular goal. We start with what matters to you.
STRATEGY
Investing and saving
We consider your objectives, time horizon, liquidity needs and capacity for loss before discussing available options within the scope of our permitted services.
Investing & capitalInvestment calculator
Explore different saving and investment scenarios.
Adjust the contribution amount, time horizon and assumed annual return. The results are mathematical illustrations, not market forecasts.
Portfolio profile
Equity-led, focused on long-term growth, with larger swings along the way.
Illustrative future value
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- Total contributions
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- Hypothetical return
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Now20 yrs
This illustration assumes a constant hypothetical annual return. Actual market returns fluctuate and investments can lose value. The result is not a forecast or guarantee and excludes tax and charges unless stated otherwise. Review the terms of any product before making a decision. Useful information & assumptions
THE PROJECTIONS CONTAINED HERE ARE NOT A RELIABLE INDICATOR OF FUTURE PERFORMANCE.
UCITS DO NOT HAVE A GUARANTEED RETURN AND PAST PERFORMANCE DOES NOT GUARANTEE FUTURE PERFORMANCE.
The plan begins with you.
Let’s talk
For businesses
Insurance that reflects the risks your business faces.
Your business may need protection for its property, public or professional liability, employees and interruptions to trading. We review your operations and contractual obligations to identify the types of cover worth considering.
How we work
From the first conversation to an informed decision.
- 01.
Discuss
We learn about your needs, financial commitments and priorities.
- 02.
Review
We examine existing cover and the features of the options available.
- 03.
Explain
We present relevant options, including their principal terms, costs and limitations.
The first conversation
Tell us what you need.
Whether you want to review your insurance or discuss a financial objective, the first step is a conversation.