I’ve been helping people with their finances since 2010. As the CEO of a family-owned business, I’ll teach you how to turn your savings into a reliable second income. Together with my wife, we’ll provide you with a comprehensive family financial plan—from mortgages to investments. We’ll explain complex financial matters to you in a simple and easy-to-understand way.
We are a partner for clients with a capital of CZK 1 million or more. We specialize in investments in qualified investor funds, conservative asset management and strategic financial planning. Our key values are expertise, trust and discretion.
Our real estate agency provides full services in the sale, lease or purchase of apartments, houses, office space, recreational facilities, land, commercial, manufacturing or warehouse facilities. We can assist in dealing with foreclosures, securing mortgages and appraisals. We provide financial and real estate advice.
We can recommend and arrange solutions to your needs for: life and non-life insurance, mortgage, consolidation, loans and credit, mutual fund investments, retirement savings, building savings.
We are specialists in private finance management. Our speciality is auditing state pensions and obtaining maximum pensions for clients from the state. We provide a fee-for-service financial advisory service paid for by the client, ensuring transparency and independence from financial institutions.
I create tailor-made solutions in their life situation. I focus on analyzing the client's financial needs and goals, brokering quality financial products in the areas of insurance, savings and retirement security. Regularly servicing and updating solutions as the client's life changes.
We are a company of certified financial advisors and real estate brokers who help our clients in crucial life situations. We provide comprehensive solutions for our clients in the areas of investments, mortgages, insurance, loans and real estate.
The company has a 25-year history of investing in real estate. It offers bonds with yields of up to 9%. Its investment portfolio includes EFI Hotels, EFI Brewery, office buildings, and residential properties. The real estate agency also offers its services to you. The insurance services division will help you purchase insurance.