Your partner infinancial planning.

Long-term cooperation based on trust pays off.

Our goal is to make your life more free and accessible. We offer comprehensive financial services for which you pay us directly. We are not influenced by any commissions from third parties. Based on your financial or investment plan, we will assess your situation and help you achieve your financial goals.
Ing. Filip Vinklárek - FINANCIAL ADVISOR/CEO

Services

Professional financial advice with an individual approach.

More than
0
SATISFIED CLIENTS
0
YEARS OF EXPERIENCE

First consultation is free.

Flexibility

Choose the communication method that suits you - phone, online via social media or online office, personal meeting in a nice cafe or at our offices in Hodonín, Brno and Prague. I will accommodate your preferences.

Clarity

Mutual understanding is the foundation of cooperation. That's why it's important to clarify your life plans, needs, and goals. Then we will explain your options to you clearly and propose the best possible solution.

Credibility

More than 9 years of experience in the field. Academic degree in Finance and Investment Management from Mendel University. Necessary certificates and exams from the Czech National Bank. Ongoing education and continuous acquisition of new knowledge.

Why do I pursue financial advisory?

Doing what I enjoy and helping others is what gives me meaning and fulfillment.

In the Czech Republic, the profession of financial advisor is often unknown to people and unfortunately, it is frequently disparaged and underestimated. This may be due to individuals who have tarnished the name of this profession. In other countries, however, it is a highly sought-after, promising, and helpful profession. Therefore, I would like to restore the reputation of the financial advisory field and emphasize its benefits.

I want people in the Czech Republic to understand why it is important to have a good financial advisor by their side.
Ing. Filip Vinklárek
FINANCIAL ADVISOR/CEO

Arrange a meeting.

Please arrange a meeting. Meetings can be held throughout the whole Czech Republic.

We are members

Your financial goals are our priority.

Branch Hodonín
Velkomoravská 5, 695 01 Hodonín
Branch Prague
Londýnská 730/59120 00 Vinohrady, Prahy
VAT number: 19156839
References
About Us
Service Price List
Contact Us
I am a bound representative of In Investments a.s., K Moravině 1871/7, 190 00, Prague 9, ID: 03002578 and INSIA a.s., Atrium Flora - entrance A, Vinohradská 2828/151, 130 00 Prague 3, ID: 48034479
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