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Bc. Petra Dvořáková

Pension Planning Advisor

Petra Dvořáková, B.A., specializes in pension planning and long-term asset development. Her work is based on an individual approach to each client, emphasizing transparency and clear communication. Petra provides comprehensive advice that includes analyzing client needs and devising strategies to secure their financial future.

Services offered

Mortgages & Housing

We compare offers from multiple banks and find the mortgage with the best terms for your situation.

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Income Protection

We set up insurance to ensure a stable income in case of illness, injury, or job loss.

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Wealth and Savings Building

Create a savings and investment plan tailored to your goals and risk tolerance.

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Contract Audit

We review your existing contracts, uncover unfavorable terms, and suggest specific adjustments.

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Retirement Planning

We'll evaluate your current pension products and propose a strategy for a peaceful retirement.

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Vehicle Financing

We compare leasing, loans, and operational rentals to recommend the best financial option for you.

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What Clients Say

I came to Ms. Dvořáková through a friend. I had been saving into a pension plan for years, because a colleague at work had set it up for me back then, and I had no idea whether it would actually be of any use to me. She didn’t laugh or make me feel bad about the years I had lost. We sat down together and talked through what to do next. No pressure, no unnecessary numbers.

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Hana Marešová

Teacher