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.
My name is Petr Štědra and I specialize in providing individual financial advice. I help my clients not only manage their finances effectively, but also plan for the future with their unique needs and goals in mind.
Our company started to operate on the Czech market in 2007. We are part of the financial group Partners, which together consists of the life insurance company Simplea, Partners investment company, pension company Rentea, real estate funds Trigea and Merity.
Our office provides financial advice. It is possible to deal with the area of reserve formation in the form of investment or savings, financing of housing or other financial needs and the area of life and property insurance, including liability insurance.
Provides comprehensive banking services. We focus mainly on personal advice, accounts, credit and debit cards, loans, mortgages and more. We also specialize in direct banking, insurance, currencies and foreign exchange. We offer time deposits, mutual funds, stocks and bonds.
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.
With a careful focus on optimizing the financial situation of each individual client and with an emphasis on comprehensive solutions, I prepare proposals in the areas of personal and property insurance, investments, pension security, banking products or housing finance and mortgage loan brokerage.
I am engaged in complex financial consulting. More than 4 years of experience and 150+ clients served. I provide advice in the following areas: mortgages, loans, investments, insurance, pension savings, building savings, real estate sales brokerage. I operate in the area of Hořovice, Beroun and Prague.