I have been helping people gain financial peace of mind since 2012. I comprehensively manage your finances, whether it's income security, investments, pensions or loans.

We advise on mergers, acquisitions, divestitures, financial restructuring, capital markets and financial advisory.

A branch of Partners Bank. We provide banking services and long-term financial advice in the areas of mortgages, investments, retirement planning, and insurance. We help our clients manage their finances in person and all under one roof.

We are a dynamic Czech company that provides independent financial advice. Our services include asset protection, effective wealth building, and sound housing financing. We take a personalized approach to our clients’ needs and offer comprehensive solutions to help them achieve their goals.

Resolving housing issues, reducing costs and reviewing insurance policies, lowering interest rates on loans, and adjusting pension and investment plans.

We focus on providing financial advice. We also specialize in financial planning and education, property insurance, gross payroll deduction optimization and more. We hold seminars and more.

I arrange a housing loan (purchase of an apartment and cooperative, a house, a building for family recreation for permanent housing, modernization of housing, refinancing of loans), arranging a building savings, a bank account.

We deal with money all the time, but how to manage it effectively. Get to know my Living with Money project and save yourself time and money by knowing exactly what to do at the right time. Check out the web or network and get inspired by other clients' questions. We have a free strategic consultation for your questions.

Offer of financial consulting. Providing loans, mortgages, financial services, for housing, personal, vehicle and property insurance. Mediation of investments and pensions. Insurance and loans for legal entities.

I am involved in investment consulting and planning. I can relieve you of unnecessary fees for purchases and asset transfers. I advocate a fee-for-service advisory model.

Advisory firm offering investment advice, financial planning, housing finance, lending, life insurance and non-life insurance.

I provide financial planning: tailor-made financial plans. Investment portfolio construction: selection with regard to liquidity, horizon and riskiness of the investment. Updating the product portfolio: searching for ideal products in the insurance market. Negotiating a mortgage at a discounted interest rate.

If you need to deal with a mortgage for buying a home, building a home, a construction loan for renovation, accident, life insurance, building savings or safe investments, it is a must to deal with this comprehensive work within your financial plan. Careful preparation and a financial plan will save you a lot of money.

I am a consultant with 26 years of experience, mostly in the districts of Přerov, Nový Jičín and Vsetín. I specialize in investments, DIP, insurance, mortgages, pensions and help my clients to manage their finances correctly and achieve financial stability and success.