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Empowering your financial journey

By Expats, For Expats: Building Your Financial Future Together.

Our Expert Services

Retirement

Prepare your retirement savings plan

We help you create a personalized savings plan, understand how the Czech pension system works, and optimize your finances to maximize your retirement income. With the right strategy, you can secure a comfortable and worry-free future.

Life Insurance

Securing you and your family

Life is unpredictable, but the right life insurance ensures financial security for you and your family by covering income loss and easing the impact of unexpected events, giving you peace of mind.

Investments

Take control of your financial growth

Everyone has unique needs, goals, and dreams. Our job is to help you find the perfect balance of savings and investment tools to achieve them.

Insurance

Protect your assets and properties

Whether it is liability insurance or additional home coverage, we help you find the best protection for your property.

We ensure you get the right coverage for your needs and peace of mind.

How We Work

We offer personalized financial advisory services for expats in Czechia, ensuring your finances are secure, optimized, and aligned with your goals.

Analysis

We start by assessing your current financial status, identifying potential areas for improvement, such as existing contracts or missed opportunities.

Tailored Plan Creation

Once we’ve assessed your situation, we create a personalized financial plan designed just for you—covering everything from income protection and retirement to property security and emergency funds.

Life long Support

Your financial plan should evolve as your life does. With our lifelong advisory service, we ensure that your financial strategy adapts to every change.

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About Us

We specialize in assisting expats in Czechia with their financial needs. Our team is dedicated to providing guidance tailored to your unique situation. Let us help you navigate the complexities of managing your finances in a new country, so you can focus on achieving your financial aspirations with confidence.

We are registered with the Czech National Bank and EFPA certified

Arthur Lonjaret

For over a decade, I’ve called Czechia home, raising three kids and tackling the financial complexities that come with expat life. Having navigated these challenges myself, I know the pitfalls and the opportunities.
My mission is to help fellow expats make confident, informed financial decisions, so they can build a secure future with peace of mind.

Pinnki Segar

Living in the Czech Republic for over 10 years, I am a French-Indian professional with a deep passion for finance and making the most of it. I believe that financial literacy and smart money management are key to personal and family well-being and success. That’s why I chose to focus my career on helping individuals navigate their finances, optimize their savings, and build a secure future.

Take the first step

We offer free, no-obligation consultation, either in person or online. Our priority is understanding your needs and providing tailored solutions, without any pressure or hidden costs.

Share your contact details and we will connect with you shortly to plan an introduction meeting.

Your financial well-being starts with a conversation, let’s get started!