Our work is always based on fairness and expertise. Each client can choose the form of cooperation they need:

• Mediation of a financial product – provided free of charge, including professional parameter settings. In this case, the client monitors their own contracts and contacts us when they need help.

• Paid service advisory – represents a premium service contractually secured for the client. It is not based on goodwill or unspoken expectations, but on a clearly defined scope that we guarantee.

What the Client Is Guaranteed

Paid service advisory includes, for example:

• regular updates of the financial plan,

• complete handling of insurance claims,

• ongoing monitoring and adjustments of the investment portfolio,

• consultations with lawyers or real estate experts,

• support with administration and insurance claim resolution,

• access to an online contract folder where everything is in one place.

How It Works in Practice

The client chooses one of our service packages, which differ in the range of services.

For example, a family that chooses the Standard package (approximately 600 CZK ≈ 24 EUR per month) is contractually guaranteed:

• regular updates of their financial plan,

• regular reporting of their investment portfolio,

• analysis of their financial products regardless of who arranged them,

• support in dealing with administration related to financial products,

• and the certainty that all their contracts and documents are securely stored in an online folder.

The result is that the client knows exactly what they are receiving and what they are paying for. And most importantly – they are receiving advice that is independent, professional, and in their best interest.

Paid Service Advisory Is an Investment in Certainty

The client has everything clearly defined in writing – what is included in premium care – and can fully rely on professional experts.

Note: All amounts in CZK (Kč) have been converted to EUR at a fixed exchange rate of 25 CZK = 1 EUR.