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A well-structured financial plan that includes investments and savings is key to having money not only for your immediate needs but also to meet your long-term goals. With smart financial management, you can protect your assets, provide for your family, and prepare for unexpected situations.
Investments: why are they important in a financial plan?

New home 

Ready to finally get your own cozy nest—or give your current one a fresh new vibe?
Saving up for a place to call home (whether brand new or just nicely upgraded) is one of the most common goals in financial planning—and for good reason. With the right plan, your dream home doesn’t have to stay stuck in your head or pinned to a “One day...” vision board.
I’ll help you map everything out so you can settle in sooner than you think—and still have enough left for those dream curtains (no DIY blanket hacks needed).

Saving for children

Kids grow up fast—one day it’s teddy bears, the next it’s iPhones and college tuition.
Whether you’re saving for their education, a budding sports career, or just want to give them a better head start than a “here’s a hundred, good luck,” I’m here to help.
Together, we’ll create a plan that gives you peace of mind—and maybe, just maybe, your kids will appreciate it one day too (and that’s saying something).

 

Financial reserve

Life’s a pro at throwing curveballs—like a car that quits on a Monday morning, a washing machine that floods the bathroom Friday night, or a toothache right before vacation.
With a solid emergency fund, it won’t exactly make your day—but it also won’t ruin your finances. Just peace of mind and a wallet that doesn’t scream in panic.

 

Protection against inflation 

Remember when a bread roll cost two crowns? Yeah… those days are long gone.
Inflation quietly eats away at your money’s value—and the longer you wait, the more it disappears. But don’t worry, your money doesn’t have to just sit there and fade! I’ll show you how to put it to work the smart way—so instead of lounging in your account, it’ll hustle like a construction worker on overtime.

 

Preparing for retirement

A Retirement shouldn’t be something you dread—it should be your reward.
It’s your time to finally kick back, not chase grocery store flyers and hunt for deals on sausages.
With smart saving and investing, we’ll make sure your golden years are truly golden.
Think deck chair, garden, and coffee brought to you—not brewed after a 5 a.m. shift.

Career growth and long-term success

Work doesn’t have to be just about surviving Mondays.
With a clear direction and a solid financial plan, your career can grow without burning you out—or making you lose your love for life along the way.
I’ll help you shape a path that supports you in the long run—while still leaving room for life outside of spreadsheets and “urgent” emails at 9:47 PM.

investment
Don't know where to start? I'll help you! Whether you want to own your own home, give your children a better start in life, protect your money from inflation, or secure a peaceful retirement - together we will find a simple and effective plan that will ensure a stable and secure future.
DIP

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9. May 26, 436 01 Litvínov

+420 603 149 430

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I work as a financial and real estate consultant for Broker Consulting, as, company ID: 25221736, with registered office at Jiráskovo náměstí 2, 326 00 Pilsen. All company registrations can be found on the website of the Czech National Bank - www.cnb.cz/cs/

© 2025 Jan Zavada

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