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Consultant & Property Managers

One Bridge, Every Service!

​| Mortgages, Insurance, Investments — we help you understand the puzzle without selling the pieces | We help you sell, buy or rent apartments in Prague

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About

Going into the world of finance without a guide is like visiting a new city without a tour guide - you might miss the best spots. I’m your personal finance guide: I help you understand mortgages, investments, insurance, and commercial insurance, and connect you with licensed experts who can help.

 

No sales pitches here 😉 - just independent consulting to help you make confident, informed financial decisions.

prague finance advisor, finance advisor, finanční poradce, finanční poradce Praha, prahafinanceadvisor.cz

(finanční poradce Praha)

VR Goggles

We don't sell, We consult

Mortgages, Insurance, Investments — we help you understand the puzzle without selling the pieces

Mortgages

We will help you prepare a checklist of what to ask a financial advisor who specialize to provide comprehensive mortgage solutions like:

  • Mortgage loans

  • Restructured loans
  • Loan Against Property

To support you further we would connect you with a licensed finance advisor, who can offer the most advantageous options.

We will also prepare you for the meetings and help you gather the documents needed to make the process efficient and simple.

Insurance

Together we can discuss the opportunities that the insurance market offers and to support you further we would connect you with a licensed finance advisor, who specializes in providing: 

  • Life insurance

  • Property insurance

  • Liability insurance

  • Car and motorcycle insurance

  • Travel insurance

  • Business or liability insurance

Investments

We help you understand financial concepts and clarify procedural steps, so that you get confident with your financial goals, risk tolerance and time horizon.

To support you further we would connect you with a licensed finance advisor, who can offer a wide range of investment opportunities that best meet the preferences and needs.

Possible investments include:

  • Stocks

  • DIP (Dlouhodobý investiční produkt)

  • DPS (Doplňkové penzijní spoření)

  • Real Estate

  • Alternative Investments

Contact Us

Get in Touch

Feel free to reach out to us for inquiries or to schedule a FREE consultation.

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