Partner of MFC
Private Clients
Comprehensive portfolio evaluations by an MFC consultant as well as electronic access to the portfolio and all contracts
Strategic Consulting
Advice for institutional clients (asset allocation, structuring, securitization, product creation, pension plans, analyzes, etc.)
MFC – Financial Consulting
MFC Mikulik Finance Consulting GmbH is a joint venture of four experienced market participants. We offer our customers consulting services at the highest level combined with maximum transparency through automation. MFC offers the most modern IT solutions and permanent access to the data of the invested assets. Specialists with many years of experience guarantee sound advice on asset investment.
%
der Finanzanlagen sind Sparbücher oder Bargeld - derzeit ohne VERZINSUNG!!!
Source: National Bank of Austria
OUR MISSION
is to provide the latest innovative techniques in the field of financial advice
- Access to the electronic processing platform via the web orMFC-App
- 24/7 access to all contracts, custody accounts and accounts
- Optimizing your portfolio using scientific methods
- Advice independent of banks
- Custom portfolios constructed with MFC expertise
- 24/7 access to all customer data and activities – Transparent fee model
- Ongoing education in financial mathematics and portfolio techniques
- Ask the Analyst: Advisors can directly address questions to Asset Management
- Support with evaluations and data in daily operations
- Advice on asset management matters for institutional clients
- Tailor made investment solutions
- Professional advice on corporate transactions
- Brokerage of illiquid bonds and promissory notes
Clients
Mln. EUR under Administration
Financial Advisors in Austria
Why MFC?
We believe that our technology paired with professional know-how will revolutionize the consulting market. As a result of the latest legal changes, many banks have further restricted their product range and for the most part only use their own products.
On the other hand, we use products from the most well-known fund companies for our investment solutions – for the benefit of our customers!
How others work in financial advisory
- Paper application forms
- Individualized but unprofessional advice
- No structured processes
- Insufficient needs analysis at the customer, as too much time is invested in the selection of the products
- The focus is on the product – not the solution
Advantages of MFC
- Mehr Zeit für die Bedarfsanalyse des Kunden
- Onlineantrag und Onlinelösung (für Kunden aber auch Berater)
- Wissenschaftlich fundierte Depotanalyse und Anlagevorschlag
- Bestens ausgebildete Berater
- Umfangreiche Financial Planning Berechnungen
MFC Mikulik Finance Consulting GmbH
Konzession nach § 3 Abs. 1 WAG 2018 (Wertpapierfirma)- Gewerbliche Vermögensberatung inkl. Unfall- und Lebensversicherungen
- Gewerbe der Unternehmensberatung
- Gründung 2013
- Gesellschaft mit beschränkter Haftung mit 220.000 EUR Stammkapital
- Firmensitz: Wien, Graz
Geschäftsführer:
Martin Mikulik
Thomas Löffler
Gesellschafter:
Thaller Privatstiftung (43,5 %)
Martin Mikulik, MBA (26,7 %)
Manfred Zöhrer, Bakk. (19,9%)
Mag. Stefan Thaller (9,9 %)
Business Model of MFC Mikulik Finance Consulting
Services of MFC
- Concession as an investment firm + EU passport
- Notification for cross-border activities in Italy and Hungary
- Established IT system with its own app for sales and customers
- Electronic processing
- Portfolio optimization for private customers
- Consulting services for institutional clients
- Professional training for sales partners
- Transparent fee model
Das Team
In unserem Unternehmen beschäftigen wir ausschließlich geschulte und erfahrene Mitarbeiter, welche uneingeschränkt hinter der Prämisse, das beste Service zu bieten, stehen. Interne Schulungen und Qualitätsverbesserungsmaßnahmen garantieren für Sie optimale Beratung und Betreuung.
Vannisa Waldmüller, BSc.
Administration UNFCU
vannisa.waldmueller@mf-consulting.at
+43 1 3619880 – 213
Offices
How to find us?
Office in VIENNA
Stubenring 14/14
A-1010 Wien
T: +43 1 361 98 80 200
F: +43 1 361 98 80 ext. 123
E: office@mf-consulting.at
Office in GRAZ
Leechgasse 25/2
A-8010 Graz
T: +43 1 361 98 80 100
F: +43 1 361 98 80 ext. 123
E: office@mf-consulting.at