INVEST IN THE FUTURE
Planning for a secure future
Create the future you want with expert guidance from Anna Niolaki
NEED SUPPORT TAILORED TO YOU?
Book a free Financial Planning consultation now
MY PROFESSIONAL JOURNEY
I’m a Financial Planner & Insurance Advisor. I’m also an Exclusive member of Fortune Greece as well as an active member of the Hellenic Financial Planners Association (HFPA).
I specialise in financial planning and insurance solutions offering tailored, respectful and transparent proposals. Thanks to my continuing professional development and membership of leading organisations I can ensure you receive modern, reliable services to help secure your financial future.

Satisfied Clients
Tailor-made Plans
Years of Experience & Continuous Development
BENEFICIAL PARTNERSHIP
Work with me to build investments that safeguard your future
Together we will: Set clear targets.
Plan your strategy.
Monitor & Review.
Implement your Plan.
INSURANCE PLANS
Insurance Plans tailored to you

For Individuals

For Companies

REVIEWS
Nothing is more rewarding for me than gaining my clients’ trust and ensuring they are satisfied with the service they receive.
From our very first meeting, her depth of knowledge, spanning both traditional and innovative investment and insurance solutions, was unmistakable. She took the time to understand our needs and created a strategy precisely aligned with our goals, giving us confidence and a clear direction. Her reliability and professionalism make her someone we trust to offer guidance for our current plans and future goals.
Fotini Maggana — Entrepreneur – Business οwner at Φ Bakery
What truly distinguishes Anna is her integrity and warmth. Every meeting with her, feels personal and genuine; Never just about numbers and contracts. She listens carefully, understands what really matters, and designs solutions that fit my life perfectly based on her experience and knowledge. Her guidance inspires trust, her calm presence gives confidence. I’m deeply grateful to her. Not only because she’s so professional but because she’s a remarkable person.
Christina Pikoula – Mindset Coach / Motivational Speaker/ Creator of personal development diary “Happy Choices for Happy People”
We’ve known Anna for over 15 years. She’s an outstanding professional but, above all, a wonderful person with deep empathy who genuinely loves what she does. Six years ago, we faced a serious health issue and had to go abroad for treatment. She arranged everything down to the last detail. We now feel she’s part of our family. We owe her a lot and are very proud of how far she has come. She really deserves it. She’s an impeccable professional.
Grigoris Haitas – Sales Director, ELTA Hellenic Post SA
Over the years, you’ve been there for us, you’re not only an exceptional professional but also as a wonderful person.
Thank you so much for everything.
Vaso Sapera – Entrepreneur, Owner of Poukamisas Tutoring School
Our collaboration was based on absolute transparency and professionalism. From the very first meeting, I realized that there are genuine knowledge and a willingness to adapt the proposals to my needs. I feel secure knowing that my financial plan is in the hands of people who understand the challenges of the times.
Loukas D., Entrepreneur
I trusted the financial planning services of Anna Niolaki and I was justified in my choice. The level of service is high, the solutions are fully tailored to my priorities, and communication is direct and human. It is important to work with people who look beyond the numbers and respect your personal needs.