Analysis of the client's financial situation. Setting goals and creating a financial plan. Arranging investments, savings, insurance and mortgage loans. Negotiating terms with banks and insurance companies. Ongoing monitoring and updating of the portfolio. Long-term client service and support.
I offer services of a financial advisor. I deal with professional consultations for companies. I offer up to date information on financial products and institutions including analysis. I also arrange insurance, mortgages, short and long-term loans, investments and building savings.
I offer comprehensive financial advice - savings, home loans, consumer loans, property insurance, life insurance, pension products. Personal approach, years of experience and professionalism.
Financial and property consultancy. Analysis and solutions to your financial needs. Mortgages, investments, insurance, better financing for your loans. Professional insight with a human touch.
We provide financial consulting services. We offer investment and consumer loans and loans to individuals and businesses as well as revolving, consolidation, mortgages and building savings or corporate consulting.
We provide comprehensive advice and service in personal and family finance. We set up an effective employee benefit plan for companies and recommend the most appropriate tax deductible product. We can advise you on tax issues and get you the best deal from insurance companies.
I will teach you how to financially manage your own business. I will help you with reporting, investment evaluation, financial planning. I will guide you to stable profitability. For smaller, non-VAT-paying sole traders, I keep tax records and manage data boxes.
Quality portfolio with investment gold with certificate I cooperate with a purely Czech investment company. I set everything up individually according to the needs of the particular client. You get free lifetime service that protects you and your loved ones. Personal meetings or online. Workshops and training for clients.