Private advisory firm providing Wealth Management, Wealth Planning, Economic and Investment Advisory, Financial Planning, Succession, Intergenerational Wealth Management, related tax, attorney and notary services.

We offer personal and business accounts with no fees or terms. We provide instant payments, convenient mortgages and modern investment services in stocks and funds. Manage everything online in our apps or in person at over 85 branches.

We offer life, accident, casualty, travel, motor, liability, property and pet insurance. We also provide our services online and over the phone.

We have been servicing family finances in the areas of mortgages, savings, insurance and investments for over 10 years. Our services are built on professionalism, individual attention and comprehensiveness. We work with clients on a long-term basis on a trusting relationship. Our goal is client satisfaction and the health of their finances.

I look after my clients with the aim that they always have the best terms on all insurance and financial products. I approach each client completely individually and meet their requirements whenever they need it.

We provide independent financial advice. We arrange mortgages, loans, building society savings, life and non-life insurance, investments. We provide services to companies and private individuals.

We offer management of capital holdings and assets, bookkeeping and provision of business consultancy. We provide processing of business projects and investment plans. We take care of tax audits, preparation of various analyses, concepts, documents and statutes. We organize tender procedures.

For clients I set up: building and home insurance. Compulsory and accident insurance. Life and accident insurance. Mortgages and loans. Pension savings. Investments.

We provide loans without guarantor up to 170 000 CZK with repayment period up to 4 years. The Provident loan is a non-bank consumer loan with no hidden fees, where you know in advance how much you will pay.

We provide comprehensive banking services. We focus mainly on personal advice, accounts, debit and credit cards, consumer loans, mortgage loans, direct banking and term deposits.

Offering cash withdrawal and deposit, simple banking and additional services. Provision of account balance information.

The bank brings to its clients mainly convenient payment services and interesting savings appreciation. In corporate banking, then financing and advantageous foreign exchange conversions in the market.

Comprehensive advisory services in mortgages, investments, insurance, savings, loans and banking services.