Personal finance with clear plan and without compromises

I have met with Kateřina Šubertová several times. The first time was during the sale of a property, later when reviewing the family budget, when going through home or life insurance contracts, and eventually for placing finances.
Each time it was a pleasant meeting, marked by tact, attentive listening, care, and patient explanations. I very much appreciated Kateřina’s ability to “tune in” to my needs and her measure of empathy. At the same time, it is clear that the world of finance is truly close to her heart.

Thanks to working with Mrs. Bedrnová, I finally began to understand investments and realized how to make my savings grow effectively. She advised me on diversifying my portfolio and helped me choose tools that match my risk profile and life goals. After a year of working together, I can see tangible results and feel good knowing that my money is working for me.

I am writing to express my utmost satisfaction with the exceptional financial services provided by Petra Sichova. I had the pleasure of working with her to secure mortgage financing for three different flats. Petra not only facilitated the financing process but also played a pivotal role in finalizing the purchase with a respective owner, despite the language barrier I faced.

Given my limited proficiency in Czech, Petra demonstrated outstanding linguistic and negotiation skills, bridging the communication gap between myself, the owner, and the real estate agent, who did not speak English. Her dedication and willingness to go beyond her regular tasks and duties greatly contributed to an exceptionally positive experience throughout the entire process.

Petra's expertise and commitment were instrumental in successfully securing mortgages for all three flats. Her professionalism, attention to detail, and ability to navigate complex situations make her a standout professional in her field. I wholeheartedly recommend Petra to anyone seeking financial services with confidence that they will receive top-notch assistance.

We are very grateful to Ms. Šubertová for her insight and advice in the field of finance and economics.
With her patience, kindness, and expertise, she helps us step by step to achieve our goals of securing housing and providing for our family.
We can only recommend Ms. Kateřina.
Kristýna & Matěj

I had been postponing dealing with my pension savings for a long time, but thanks to a friend’s recommendation I turned to Mrs. Šubertová. She explained all the options to me clearly and set up the savings in a way that I won’t have to rely solely on the state in retirement. In addition, she helped me make full use of the state support as well as the tax benefits.

I never paid much attention to insurance, but after an unpleasant experience I decided to review everything. Mrs. Bedrnová prepared a clear analysis for me and suggested insurance that truly matches my needs – no unnecessary extras, just what’s important. Now I have the reassurance that if something happens, I won’t be left on my own.

Lucie Tarantová has been looking after me for a really long time. So long, in fact, that together we’ve managed to navigate all of life’s challenges from young adulthood to middle age. Throughout all those uncertain times, she has been a true support to me—whether it was about growing my money or ensuring the right insurance protection. She is a professional, and as a bonus, she is also a kind and genuine person.

Hello Lucie,
I would like to sincerely thank you for your long-standing financial advice and reliable care of my finances and insurance. Your expertise, patience, and personal approach have been of great help to me throughout in making important financial decisions.

The beginning of our cooperation with Lucie Tarantová dates back more than 20 years, and over time this relationship has grown from a client-advisor connection into a friendship. During that period, we had children, and as our family’s financial situation changed, Lucie always responded immediately to ensure that everything regarding our finances was set up in the best possible way. In short: professionalism and willingness, with a flexible and very kind approach to clients.

Petra Sichová has been helping us since the very beginning of our journey, which started many years ago. I could praise her endlessly, but I’d rather let the numbers speak: 3 purchased apartments, 3 mortgages, several loans that we have refinanced or consolidated over the years, along with an investment process. Life, property, and car insurance – all of this we solved with Petra.

If you are looking for a complete solution for your financial needs, Petra is the right person to turn to. And as for us – our story doesn’t end here.

Ms. Lucie Kreperátová, M.Eng., provided us with complete support in obtaining a mortgage loan, and I can say with a clear conscience that the service was absolutely perfect! All communication went smoothly and very quickly, Ms. Kreperátová was extremely helpful, and everything at the bank was handled without any issues. I can sincerely recommend her mortgage advisory services to everyone – it’s been a long time since I experienced such a client-oriented approach. Many thanks, and I wish her lots of satisfied clients!

Martin Zelenka is a good friend of mine, someone I can always rely on both professionally and personally. He is a passionate athlete and encourages his family to follow the same path. His friendly attitude has a positive impact on any group, adults as well as children.

Martin’s professional insight, knowledge, and personal approach are clearly reflected in the way he works and in his advisory style with clients. Contracts are always prepared on time and flawlessly, and any agreed dates are always respected. His approach to clients is therefore exemplary.

Jan Fulín