We are one of the largest financial education and brokerage companies in our market. We educate the general public and help increase financial literacy in the Czech Republic. We have been in the financial market since 1995. And we follow modern financial trends.
We are one of the largest financial education and brokerage companies in our market. We educate the general public and help increase financial literacy in the Czech Republic. We have been in the financial market since 1995. And we follow modern financial trends.
Cash flow planning advisor for families and businesses. Arranging life and non-life insurance, pension savings, mutual fund investments, mortgage brokerage.
We offer qualified investor funds and collective investment. We focus on establishing and managing funds to bring efficient investment options to our partners. Our services promote sustainability and transparency of investments.
Our investment company specializes in the management and administration of qualified investor funds. We offer comprehensive services in the area of fund formation, administration and distribution.
I am changing the style of investing in the Czech Republic. My mission is to generally replace the approach where financial advisors, bankers or sellers of various bonds or gold just give you their wares for a commission. I am fulfilling my vision through a transparent model of direct fees from the client for independence and real advice.
I specialize in mortgage loans and investments. I act as an investor and investment advisor - protecting my clients' funds from inflation, preparing them for drawing an annuity or early repayment of a mortgage. I will assess your situation, propose a solution and together we will choose the most suitable one.
Online application for investing in open-end mutual funds. Over 30 years of capital market experience. Low entry fees, 1000+ funds on offer, advanced filtering and comparison of up to 3 funds at a time. Unique colour coding to match investment objectives.
In general, I deal with complex financial planning, where we set strategic life goals with clients (e.g. acquisition of their own home or investment property, funds for children's studies or financial independence) and at the same time provide for health, financial and property risks.