Financial planning, protecting clients against loss of income, financial portfolio analysis. Life insurance. Property insurance. Mortgage loans. Consumer loans. Investment advice. Retirement savings and more. Real estate services.

Precise advice. I provide proposals and advice; you make the decisions. I develop and manage comprehensive audits and administration of your finances. I prepare reports on the status, amount, and options for your potential retirement pension. I handle mortgage loans, investments, personal loans, and insurance.

We trade in gold and silver coins and investment metals. We offer commemorative coins of the CNB, commemorative and investment coins of foreign mints as well as gold bullion (bars) of Swiss refineries. Sale and buy-back at favourable prices, personal collection of goods from the e-shop.