INVESTMENTS AND SAVINGS
INVESTMENTS AND SAVINGS

HOW WE HELP YOU WITH INVESTING AND SAVING

Our goal is to help you manage your financial assets in a way that long-term inflation does not decrease its value and also serves to achieve precisely those goals within the financial plan that we have set together.

When putting together the financial plan, it is essential to take into account both your personality and financial capabilities, as well as the projected outlook for the future in terms of asset building. Only through an individual approach can we define and set specific goals together, and, most importantly, realistically achieve them.

1. Current situation analysis

4. Tools and financial products selection

2. Goals definition and setting

5. Implementation

3. Financial plan

6. Service and maintenance

1. Current situation analysis

2. Goals definition and setting

3. Financial plan

4. Tools and financial products selection

5. Implementation

6. Service and maintenance

LIFE GOALS

Tvorba a následné čerpání renty

Spoření pro děti

Plánovaná rekonstrukce

Předčasné splacení hypotéky

Pořízení nového vozidla

Dědictví a následná správa

Pořízení investiční nemovitosti

Cestování

A další..

Martin Čermák

 

HAVE YOUR INDIVIDUAL FINANCIAL PLAN DESIGNED

GO THROUGH THE FAQ AND THE REST OF OUR OFFER:

Bonded representative MANTRA Consulting, s.r.o. ID number: 09905057 acting on behalf of the company Broker Trust, a.s., which is registered in the CNB register as an Individual and Investment Intermediary under ID number: 26439719. It therefore mediates insurance, supplementary pension insurance, loans and investments. More information can be found at www.brokertrust.cz/proklienty.The company MANTRA Consulting, s.r.o. and BROKER TRUST a.s., their authorized representatives and employees of authorized representatives are not engaged in providing advice pursuant to Section 85 of Act 257 / 2016 Coll. on consumer credit.

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