Services :: Zdravé finance Jiřího Havlase

FINANCIAL PLANNING

Wealth protection

Inflation, economic and financial crises, taxes, and other known unknown threats can damage your wealth over the long term.
As an experienced professional wealth manager and financial planner using time-tested, proven wealth management tools, I will protect and help to grow your wealth year after year.
I work closely with each client to create and closely monitor a financial and wealth management plan that ensures long term results and helps the client to reach his or her goals.
If you want to enjoy your life and grow your wealth over the long run, then I can help you.
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The core of every financial plan.

I will develop a plan to protect you and your family against the negative effects of unexpected situations such as:
Medical emergencies
Bad economic situations
Natural disasters
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It's good to have a place to live.

I will help you to buy or build your dream home.
I will make sure you receive the best-possible mortgage terms.
I will help calculate cashflow of your future investment and ensure any expanses connected with your investment loan are as small as possible.
I can help you create the sales contract when selling your property.
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There is no shame in not knowing; the shame lies in not finding out.

I create and teach education courses focused on financial literacy.
I am experienced with educating adults and children.
I will create education courses for your company.
My seminars are interactive and playful. I let students 'live' through 30 years of normal family life.
Add value to your company by offering quality financial education opportunities.
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With big property you can save big money.

I will optimize financial tools used in your owner's association or cooperative.
It's possible to save tens of thousands to hundreds of thousands of Czech Crowns yearly with the right approach to loans and insurance.
This saved money can be used to improve your life. It's better to spend your money on your community than give it to banks and insurance companies.
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Don't pay the government more than you need.

Are you an employee or have a small trade and aren't sure about income tax declaration formulas?
Are you a businessman or owner of a company and can't handle complicated accounting?
Have you just bought a property and don't know how to deal with real estate transfer taxes?
I will help you with all of these tax situations, providing you with complete peace of mind
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