
Welcome! My name is Jan Závada, and I'm here to take care of your finances and real estate – stress-free and trouble-free.
In 2010, I returned from sunny Australia's Gold Coast, where I spent time studying. Not only did I improve my language skills there, but I also experienced a completely different mindset. Australia is a multicultural society full of openness, respect, and easy-going vibes. Australians are friendly, welcoming, and incredibly relaxed – this greatly influenced my approach to life and work. It was there that I first experienced truly professional service in the world of finance and real estate, and I decided to bring exactly this kind of approach here – into our local finance and real estate world. Human-centered, understandable, and headache-free.
For over 15 years, I've been helping people with finances and real estate – without unnecessary complexity, in a relaxed manner, and in a way that everyone can easily understand. No textbook theories, just things that actually work in real life.
I'm a dad of three kids, so I genuinely understand what it means to plan ahead, take responsibility, and handle real-life situations. I'm not someone detached from reality with a calculator in hand – I'm just a regular guy living an everyday life. I like to play sports and then have a beer afterward – because it just tastes better, obviously. I take my kids on trips, and my wife and I enjoy going out to the movies or for dinner. Like any parent, I also occasionally deal with school stuff, kids' activities, and family outings.
From buying your first home through building your wealth to planning a peaceful retirement – every important step in life is closely tied to finances. And that's exactly where I step in. Together we'll create a plan that gives you clarity, peace of mind, and financial confidence. My goal is simple: to ensure you're better off than when we first met.
I work with people who have busy lives – professionals, young families, athletes, as well as experienced investors and businesspeople. I respect their time and trust, so I approach everyone personally, fairly, and straightforwardly. What we agree upon is exactly what you'll get – no hidden conditions or tricky fine print. Honesty and transparency are fundamental to me.
Together, we can tackle everything related to your life and assets—from protecting your family and making investments or savings, to buying or selling real estate. Everything is interconnected and should form a complete picture that makes sense specifically for you. Feel free to get in touch whenever you'd like to discuss how to set up your finances in a clear and meaningful way. I'm happy to help—simply, clearly, and without complications.
Best regards,
Jan Závada
Why a financial plan is important
Life brings different situations – sometimes joyful, sometimes challenging. Some of the pleasant ones include, for example, buying your first home, buying a car, getting married, having a child or getting a promotion at work. On the other hand, we can also encounter less happy events, such as losing a job, becoming disabled, stealing a car, burning down an apartment, divorce or even a death in the family. A well-composed financial plan will prepare you for both sides of life. It will not only help you fulfill your dreams and goals, but also better manage situations that could otherwise get you into financial trouble.
Are you thinking about retirement?
A financial plan will also prepare you for the period of your life when you will no longer be actively earning. Many people do not realize that a regular pension is often not enough to cover all your needs and expenses. However, with planning, you can have peace of mind and enough finances to maintain your standard of living even in old age.
With a financial plan, you are always one step ahead. When unexpected situations arise, well-organized finances will put you in a better position to handle them, much more easily than those who have not created such a plan.
Key areas where I can help you the most.
1
INSURANCE
None of us can predict what life will bring us. Whether it's health problems, accidents, property damage or other unexpected situations, they can have a significant impact on our lives. However, with quality personal and property insurance, you will get the protection you need to ensure that you are financially prepared even in difficult times.
2
INVESTMENT/SAVINGS
Do you want your money to work for you? I will help you choose the right investments and savings solutions that will bring you closer to your goals - whether it's financial security, providing for your family or fulfilling your dreams. Together we will create a strategy that combines security, growth and your specific needs.
3
REAL ESTATE SERVICES
I will take care of the entire process of selling or renting your property - from preparation and presentation, including professional photos and home staging, through placement on real estate portals and organization of viewings, to legal arrangements with attorney custody and preparation of contracts. Everything is done quickly, professionally, safely and with the goal of achieving maximum value for your property.