Take control of your finances
Independent financial audit that shows you where to save, how to invest better, and optimize your taxes. No product sales – you pay for analysis and recommendations.
What I can do for you
I analyze and recommend – the decision is always yours
Income & expense analysis
Detailed breakdown of your cash flow, identification of unnecessary expenses, and a more efficient budget proposal.
Investment advisory
Overview of your investment portfolio, risk assessment, and recommendations for better returns on your savings.
Tax optimization
Legal ways to reduce your tax burden. Overview of deductions, credits, and contribution optimization.
Solution proposals
Recommendations for insurance, savings, and other financial products. The actual purchase is up to you.
How it works
A simple 4-step process
Initial consultation
We schedule a no-obligation meeting to discuss your financial situation and needs.
Document collection
You prepare documents about your income, expenses, investments, and insurance. I'll tell you exactly what I need.
Analysis & proposal
I prepare a comprehensive financial audit with specific recommendations and suggestions for improvement.
Results presentation
We review the results together. The decision to implement any recommendations is always yours.
Who is this service for
For individuals
Want to have a clear overview of your finances and know your money is working efficiently?
- You don't know where your money goes
- You want to invest your savings better
- You need to optimize your taxes
- You're looking for an independent view of your finances
For businesses
Offer your employees a financial audit as a modern employee benefit.
- Increase employee satisfaction
- Financial wellness reduces stress
- A modern benefit everyone appreciates
- Flexible packages for companies of all sizes
About me
I am an independent financial advisor with years of experience in personal finance. I believe everyone deserves a clear overview of their finances without pressure to buy products. My goal is to provide you with an objective analysis and clear recommendations so you can make informed financial decisions.
500+
Audits completed
98%
Satisfied clients
10+
Years of experience
What clients say
"Thanks to Jiří's financial audit, I discovered I was overpaying for insurance and investing in unfavorable funds. I saved over 30,000 CZK in a year."
Martin K.
Entrepreneur
"I especially appreciated the independence – no pressure to buy products, just fair recommendations. Finally, my finances are in order."
Petra S.
IT Manager
"The financial audit as a company benefit was a huge hit with us. Employees love it and it's a great way to show we care."
Tomáš V.
HR Director
Pricing
Choose the package that suits you
Basic Audit
Ideal for a first overview of your finances
- Income & expense analysis
- Basic recommendations
- Written report
- 30-min results consultation
Complete Audit
A comprehensive look at your finances
- Everything from Basic Audit
- Investment analysis
- Tax optimization
- Insurance & savings proposals
- 60-min results consultation
Business Package
Financial audit as an employee benefit
- Individual audits for employees
- Volume discount
- Online & in-person consultations
- HR reporting
- Flexible scope of services
Contact
Schedule a consultation or send me a message
Or book a time slot directly
Choose an available time for an initial consultation
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