Certified EFA Advisor. Personal finance management and investment advisor. Partner for a successful business in finance. Financial literacy trainer.

We offer brokerage and aftercare of financial products including claims handling. We can advise you on life and non-life insurance, savings and investments, credit and loans. Our clients are individuals, families and businesses.

Mediation of financial products such as investments, mortgages, insurance, supplementary pension savings. Creation of personal financial plans.

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.

Mediation of investments, mortgages and other loans, pension savings, DIP, insurance, building savings, etc. For consumer and corporate clients. Clients can rely on 11 years of experience in the finance industry.

Worry-free financial advice. Mortgages, loans, insurance and investments all in one place. We will compare offers from banks and insurance companies and find the best solution for you.

We offer financial services.

I am part of one of the largest education and brokerage companies in finance in our market. I have been in the financial market since 2017. I provide a full service in family finance.

Certified Financial Planning Specialist with over 5 years of experience in the industry. All licenses from CNB. I am currently looking after 220 clients for whom I manage around 30 million crowns. I pride myself on a professional and human approach. The aim of our cooperation is to protect and expand the client's assets.