Comprehensive financial services - housing finance, investments, savings and insurance for individuals and small and medium-sized businesses.

Chartered investment consultancy. Our remuneration is mostly from profits. If you have sold a business or have units, tens or hundreds of millions of crowns to invest. Our clients are business owners, senior executives or it professionals who don't have time to worry about their money.

I am a private advisor who has been in the finance industry since 2010. I specialize in investments, mortgages and comprehensive financial advice. I work with large financial institutions and investment companies. My goal is long-term cooperation and a satisfied client.

I provide expert advice on asset management for both individuals and businesses. I assist clients with investment strategies, analysis of existing portfolios, management of financial reserves, and selection of suitable investment solutions. I place an emphasis on long-term partnerships, clarity, and a personalized approach.

We’ll find investment properties, secure financing, lease them out, and then manage them. If you already own apartments in Prague, we’d be happy to take care of them and help you achieve a higher return. The average owner actually earns only 65% of what they could. If you want more, contact us and we’ll show you your options—free of charge.

We are part of Swiss Life, a Swiss financial group with more than 165 years of experience in providing pension and financial solutions. We offer comprehensive financial advice. With our educated and motivated financial consultants, we will create a financial plan for you according to your needs.

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.