We specialize in professional financial consulting and personal finance advisory. Our goal is simple - to get you the best possible conditions you can have while giving you all the information to make the best decision.
In a friendly way and atmosphere we establish long-term (or short-term if needed :)) relationships with our clients.
If you are applying for a mortgage or considering investment options, thinking of covering your family, or just eligible to get financial company contributions - let us know.
We are not just some international corporation - we are a group of independent financial advisors with economical and financial education, long career in finances and broad knowledge of Czech financial market.
Our cooperation is based on mutual understanding:
Firstly – we would like to meet you and discuss all the stuff that matters to you. Let you know how beneficial can our advisory be to you specifically. Describe all the pros and cons of the tools or products or the way your finances are based on. First meeting is mainly for you to find out the reason why. There is no fee in it.
Secondly - And if you like the way we communicate and feel you are in good hands, we prepare a solution or a plan or arrange the best conditions on the market for you.
Thirdly – We will be happy to advise you on the long-term. Your personal finances can be managed very well and easy if properly set up.
Let us know. We can meet at your workplace, café or in our office.
For any financial matter (mortgage, investments, life insurance...) I know that I can always count on Prema for help and advice. His way of explaining and preparing each topic is clear and complete, so I get a full picture and can make an informed decision.
He also made me aware of some benefits my company was offering, that I didn't know about.
The service given is highly professional, with no pushing and always in a friendly and informal atmosphere.
When one becomes parent, he/she begins to think about protecting the
family from unforeseen events. It's a complicated enough process but
added to that a foreign country and language and it becomes an almost
impossible and stressful task.
Then I met with Prema. He did all the hard work of gathering life
insurance offers from a variety of companies, prepared all the
paperwork and presented a complete solution which cost me little to no
effort (going to his office twice). He did an absolutely outstanding
job and I highly recommend!