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Why Should You StartInvesting?
[01] Take Care of Your Future Today
In today’s world, ensuring a secure and peaceful retirement while maintaining a decent standard of living after completing active employment is a personal responsibility.
Investing is the best and most effective way to protect your savings from inflation and create financial capital for the future.
Here are a few key reasons why you should start investing
I can offer you a wide range of investment tools from various investment companies. By combining them, we can create individualized portfolios tailored to your goals and objectives.
Your portfolio will align with your financial goals and investment horizon. All investment tools are chosen based on a detailed financial analysis of your current situation and objectives.
Investing is not a method for quick profits but a reliable way to safeguard savings against inflation and build capital for the future.
It’s also important to remember that all investments carry risks. Past returns are no guarantee of future results.
Funds are among the most versatile and effective tools, as they include a range of assets: stocks, bonds, real estate, gold, and more.
[02] To save time and minimize mistakes, consider consulting a professional like me
Investments in stocks, bonds, or real estate can ensure the long-term growth of your capital.
Capital Growth
Diversification
Distributing funds across various asset types helps reduce risks and ensures stable growth for the entire investment portfolio. It’s important not to rely solely on real estate—redirecting part of your funds into financial investments can often lead to greater returns.
Over the long term, not only real estate but also many financial investment instruments demonstrate stable growth, confidently outpacing inflation.
Protection Against Inflation
A well-planned, long-term investment strategy can help you establish multiple sources of stable passive income, such as rental payments, annuities, dividends, or interest earnings.
Approaching investments responsibly is crucial. Choosing the right investment strategy requires a thorough analysis of the market, an understanding of the advantages and disadvantages of various instruments, and awareness of the associated risks.
Passive Income
Many funds are available on the market. I will create a diversified portfolio for you, selecting funds with a strong performance history and favourable risk-return ratios.
@FINEXPERTcz
I offer the following investment tools...
[03] I collaborate with 29 Investment Companies and Pension Funds
Gold purchases
Gold purchases
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Investment certificates
Investment certificates
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Corporate bonds & promissory notes
Corporate bonds & promissory notes
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Special investment savings accounts for short-term reserves
Special investment savings accounts for short-term reserves
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Real estate funds
Real estate funds
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Mutual (open-end) funds & ETFs
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@FINEXPERTcz
My services in investing include
When signing an investment agreement, my services are free for the client
However, it’s important to note that investment companies charge an entry fee of 2-5% of the investment amount
[04] I will relieve you of bureaucratic processes
Providing annual investment reports
Providing annual investment reports
Monitoring the client’s portfolio
Monitoring the client’s portfolio
Support and consultations after the contract is signed
Support and consultations after the contract is signed
Execution of a contract with an investment company
Execution of a contract with an investment company
Development of an investment portfolio
Development of an investment portfolio
Assistance in defining investment goals and investment horizon
[05] Have questions you'd like to discuss?
Your first 15−20 minuteconsultation is free! During this session we’ll clarify your needs & determine the preferred working format.
include the possibility of receiving government subsidies and tax benefits
The benefits of these products
To qualify for this support, you must make regular contributions in set amounts. If funds are withdrawn before the legally stipulated period, all received subsidies must be returned to the state.
We can explore the topic of investments & pension savings in greater detail during a personal consultation.
Long-term investment products (DIP)
Long-term investment products (DIP)
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[06]
@FINEXPERTcz
My services for investing in pension funds include
When signing an additional pension insurance agreement, my services are free for the client
[07] I will relieve you of bureaucratic processes
Support and consultations after the contract is signed
Support and consultations after the contract is signed
Execution of a contract with a non-governmental pension fund
Execution of a contract with a non-governmental pension fund
Assistance in selecting a non-governmental pension fund
Assistance in selecting a non-governmental pension fund
Consultations on pension savings
Who I work with
[08] Main Investment Companies & Non-Governmental Pension Funds I Work With
Faq
You can begin investing with as little as 500 CZK per month.
This depends on many factors, the main ones being your goals, investment horizon, experience, and risk tolerance.
In such cases, I recommend consulting with a financial adviser. This will save you time and minimize risks.
The key is not the size of the investment but the investment horizon and the regularity of contributions. If you begin investing a couple of thousand CZK every month at the age of 20, after 30−40 years, you will have built a capital of several million CZK.
Contact Information
Have questions? Feel free to ask! I’ll be happy to assist you.
*by prior arrangement, meetings or consultations can be scheduled outside regular working hours