HOW WE WORK

1

Professionally

We think that the professional aspect is more important than business skills. That is why you will not find an advisor with us who does not have all the sectoral certifications required by the Czech National Bank, nor will you find anyone who does not devote full time to this activity. All of our advisors have either passed the EFA exam (efpa.cz/advisors) or are currently taking a preparatory course for the exam.

2

with care

Thanks to our business model, today we can safely say that at the negotiating table, we sit on the client's side.

3

pro-client approach

With us, clients don't have to worry about being left to the administrative hell of financial institutions and insurance claims. We are our clients' partners not only when signing a contract, but especially during its duration.

4

and plan

If you don't plan, you plan to fail. Working with our clients involves several stages. The first is an analysis, a non-binding initial meeting where clients set the financial goals they want to achieve and their importance. The follow-up meeting includes a presentation of the crisis and action plan - How to achieve the goals. The most important point of our work with clients, however, is the follow-up service. Based on the agreement with the client, we carry out regular service appointments. We believe that long-term systematic cooperation focused on meeting the client's goals is the key to success.

ARE YOU INTERESTED IN Our Services?

4poradci s.r.o.

Chalupníkova 1257/51

Zábřeh, 700 30 Ostrava

IČO: 14061431

Jednatel společnost: Marek Kubis

Datová schránka: tkkypmb

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