Private finance and wealth management since 1857. With Swiss precision, we approach the optimization of each client's finances. We prepare solutions in the areas of investments, pension security, banking products, personal and property insurance or housing finance and mortgage loan brokerage.

The company has a history of 23 years of real estate investment. It offers high yield bonds. Its investment portfolio includes EFI Hotels, EFI Brewery, office buildings and residential properties. It will also offer its services as a real estate agency. The insurance services division will take out insurance for you.

Private finance and wealth management since 1857. With Swiss precision, we approach the optimization of each client's finances. We prepare solutions in the areas of investments, pension security, banking products, personal and property insurance or housing finance and mortgage loan brokerage.

Offering property, liability, and liability insurance services for individuals and organizations.

We provide compulsory liability insurance, auto insurance, travel insurance, property insurance, life insurance, motor insurance, business risk insurance and life insurance. You can arrange insurance yourself online or with our help either online or in person at one of our branches.

Our company offers a comprehensive financial advisory service, which focuses on professional services in the field of accounting and tax advisory, investment advisory, financial advisory in the field of insurance, loans, use of state subsidies and assistance in establishing trust funds.

In this branch, the service for corporate clients is limited to the following services: picking up a payment card, arranging for ČSOB Identity, filing a claim and other acts related to servicing individuals.

Broker Point is a unique place where you can achieve your goals by combining financial planning, low-fee banking and quality real estate services. Realize your dreams and come in for coffee.

Broker Point is a unique place where you can achieve your goals by combining financial planning, low-fee banking and quality real estate services. Realize your dreams and come in for coffee.

Professional consultancy, 8 years experience in the field. Comprehensive services, mortgage loans, insurance, investments.

In order to provide our clients with the highest quality of service, we have created 4 sections in the company with professionals in their respective fields. Personal finance, private consulting, corporate finance and real estate sections. Thanks to them, our clients have everything under one roof and our advisors are able to serve the client comprehensively.