I help you make smart financial decisions
I believe in an individual approach to counselling that truly makes sense. I offer practical solutions based on your current situation and goals.
Expertise & experience
College education and years of experience
Tailor-made plan
Solutions designed to match your goals
Long-term partnership
Stable long-term cooperation
Emphasis on efficiency
Solutions that work in practice
What I can advise you on
Financial plan
A plan based on your goals and possibilities, including clear steps on how to achieve them.
Investments and savings
I will help you find a balance between return, risk and liquidity. I will recommend solutions that correspond to your goals with regard to the time horizon.
Mortgages and housing
I will guide you through the entire process of selecting the right financing for your new home or refinancing your existing mortgage.
Life insurance
I will help you find life insurance that truly meets your needs and goals.
Property protection
I will help you set up home, property or liability insurance to cover what is important.
Vehicle insurance
I will select the most suitable car insurance and accident insurance for you, taking into account price, scope of coverage and quality of service.
Vehicle financing
I will arrange financing for a new or used car according to your possibilities – clearly and without hidden fees.
Loan solutions
I will help you find better terms for your existing commitments or secure advantageous financing for new needs.
Business property insurance
I will set up protection for your business precisely according to its size and risks.
Liability insurance
Protect yourself and your business from the consequences of unexpected mistakes.
Business loans
Grow your business with an advantageous loan and without unnecessary restrictions.
Vehicle insurance
Focus on your business, I will take care of protecting your vehicle fleet.
Receivables insurance
Get rid of the stress of unpaid invoices. Protect your income and cash flow.
Municipal insurance
Focus on municipal administration – I will arrange property and liability insurance for you.
Economic and industrial risks
You can’t control the weather, but you can control the consequences. Coverage for damage to animals, crops and vegetation.
EU subsidies
Take advantage of EU subsidies to grow and develop your business.
Professional advice with a human touch
I have been providing financial advice since 2019, when I began studying banking and insurance at the University of Economics in Prague. In 2024, I graduated with and engineering degree specializing in financial engineering.
The connection between professional theory and everyday practice is essential to me. In my work, I emphasise clarity, transparency and an individual approach – every situation is unique and deserves an appropriate solution.
I hold licences for the distribution of insurance and reinsurance, capital market business, consumer credit and supplementary pension savings.
I am a tied agent of OK Klient a. s.
Initial meeting
We will get to know each other and map out your current situation and expectations.
Financial plan
I will prepare a specific solution tailored to your needs and possibilities.
Portfolio review
Together, we will review your portfolio and adjust the plan according to the current situation.
Your satisfaction is my priority
Mirek
‘The cooperation was very professional from the start. Everything was explained to me clearly and without unnecessary promises. Thanks to the recommended plan, I finally have an overview of my finances and certainty for the future.’
Jitka
‘I appreciate the human approach and patience in explaining the various options. I never felt pressured, just clear information and support in making decisions. I definitely recommend it.’
Tomáš
‘He helped me not only with setting up my investment portfolio, but also with home and life insurance. Everything was tailor-made, no universal offers. A perfect experience.’
Jáchym
‘Fast, clear, professional. Finally, a financial advisor I can trust.’
Honza
‘Thanks to the right financing and insurance arrangements, we can work in peace at our company. The cooperation was effective, fair and, above all, without unnecessary paperwork.’
Let's start cooperating
Let me know, I will be happy to respond as soon as possible.
