Ing. Kateřina Šubertová

I am an investment specialist focused on helping you build your own future passive income, in the timeframe you choose. I start from your current financial situation and we continuously update the plan together.

I have over 20 years of experience in both banking and financial advisory. Thanks to this, I see things from both sides — but always through the eyes of the client.

I prefer simple and effective strategies, combining passive and active investing.

What we will go through together:

• a detailed budget,
• the amount it costs you to live today, and the amount you’ll need to generate your passive income – in two versions (covering essential expenses and an ideal lifestyle),
• specific goals – most often children’s education, housing, passive income, and more,
• risk protection, in case health issues or job loss could threaten your goals.

I will also help you with the pension calculator – I’ll guide you on how to find out the amount of your expected state pension, and if you want to retire early, I’ll explain how early retirement works in connection with the modern supplementary pension scheme (DPS).