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.

Providing advice on real estate investments.

We help health professionals run their business worry-free by providing highly specialized services. These include: Selling a medical practice including all consulting services, Transfer of a medical practice from a natural person to an LLC, Mandatory documentation of the practice, Reimbursement from insurance companies

Providing comprehensive financial services, especially investments. Preparation of financial plan and management of investment portfolios.

We are an investment group active in the areas of real estate development, equity markets and long-term investments.

We offer gold investment services.

We are a registered investment intermediary. We offer investment advice. Our clients can expect from us above all professional advice that takes into account the wishes and requirements of the client.

We provide independent financial advice on security, housing finance and provisioning. Financial analysts, economists and lawyers are available. We work with insurance companies, pension funds, building societies, banks and securities dealers.