Private financial advisory services focusing on investments, wealth management and annuity building for entrepreneurs, physicians and families. I also provide mortgage, insurance and tax optimization as part of my comprehensive services. You can contact me via email or phone.

Trust, reliability and professionalism. Your partner for the world of finance and real estate. I help people fulfill their dreams of housing and financial security.

We are a team of financial advisors who help clients achieve their financial goals, secure and build equity. At the same time, we help clients with the acquisition of real estate. Whether you are looking to tackle home ownership or purchase an investment home we are here for you.

We help people with credit (mortgages, consumer loans, consolidation, refinancing), insurance (life, property, vehicle) and money appreciation (single and regular investments), including financial planning. We have been in the finance industry since 2010.

We help our clients plan their finances for however long in advance, build up reserves and their entire financial and asset base, and ensure that they succeed in implementing all their plans by arranging the most suitable financial products.

We can arrange home finance, mortgages, building society loans and a full service.

Petr Bárta works in Vyškov in the insurance and finance sector. He assists with life, property, and auto insurance, as well as mortgages, loans, investments, and retirement savings. He has been working in finance for over 10 years. He handles insurance through Allianz and home financing and loans through OK Klient. Consultations are available in person and online.

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 have been in finance since 2006. For the time I have been working in this field, my credo is a satisfied client. I am available to my clients in many important life decision making situations. Because of this approach, clients have also become friends, which I appreciate immensely.