“My focus is on building long-term, meaningful wealth for my clients, regardless of their starting point. While there isn’t a strict ‘minimum account size’, my strategic planning services are most effective for clients who are ready to invest an initial lump sum of at least €4,000 (approx. 100,000 CZK) or commit to a consistent monthly investment plan. This ensures we have a solid foundation to build a powerful, diversified portfolio that truly works for you. If you’re not there yet, don’t worry – let’s still have a chat. I can often provide guidance that will help you get on the right track.” 

Yes, I can work with my team of specialists to help you arrange a mortgage, property or health insurance to fit your situation and the plan we create together. Although I am a financial professional and not an immigration lawyer, I specialize in the unique issues faced by expats. I understand how your residency status, family situation and long-term plans affect your financial strategy. My job is to create a plan that works within your life.

“Quite the opposite. My core strategy is to provide my clients with access to world-class, global investment opportunities. While we are based in the Czech Republic, your portfolio shouldn’t be limited by borders. I primarily utilize highly respected, European-wide platforms and major international players. This allows us to build globally diversified portfolios that are often more efficient and cost-effective than purely local Czech options. My goal is to bring the best of the global market directly to you.”

I believe in 100% transparency. My fee structure is simple and consists of two parts: a one-time fee for your initial plan and an ongoing fee for management. We will discuss the exact numbers on our free call, but for a complete overview, you can download my detailed Fee Schedule PDF here.

Absolutely. Your financial security is my top priority.

• Regulation: As a holder of the European Financial Advisor (EFA) designation, I adhere to the highest European standards. All services are provided under the supervision of the Czech National Bank (ČNB).

• Proven Products: We only work with regulated, established instruments, such as UCITS ETFs from major global providers. I strictly avoid unregulated or speculative products.

• Your Ownership: Your investments are always held in your own name at a reputable custodian bank or broker. I never have direct access to your funds.