FINANCIAL ADVISOR
FOR EXPATS
Karolina Marom Czech Financial Advisory provides you with the highest quality financial consulting in the Czech market. Entrusted by the Czech National Bank (ČNB), certified expert for financial services, and a member of the European Financial Planning Association (EFPA).
Karolina Marom, M.A is a Czech National Bank (ČNB) certified Financial Advisor committed to providing you with the most professional advice and planning when it comes to investments, insurances, retirement plans, mortgages, budgeting and other financial management options in the market.
As an independent financial advisor, with years of expertise, acquiring the highest qualifications from the most renowned financial institutions, I provide professional consultation services for investments, insurance, retirement plans and more. My focus and proficiency is on expats from around the world who have decided to settle in the Czech Republic, offering the highest-quality financial advice tailored to their needs.
The services and solutions are provided through Partners Financial Services, a leading financial advising company in the country.
Moreover, I have completed a Bachelor and Master's degree in Economics and Political Science, with a focus on the PPE program modeled on University of Oxford. My studies were greatly influenced by my working experiences abroad, as well as further studies at the American University.
SERVICES
Investments
Asset and Wealth Management
By providing you access to world-class wealth management funds, me and my team will help you increase your financial status. With our expert guidance and personalised investment strategy, you can enjoy peace of mind while on your way to financial independence.
It doesn't matter if you are a first time investor or a seasoned professional, it only matters that you invest. We can help your money grow.
After 3 years an investor is no longer liable for taxes on withdrawals.
Insurance Consulting
Life insurance, property insurance, car insurance, liability insurance and professional liability insurance.
In order to keep your life financially stable, the protection of your income and your properties is a must. Unfortunately, 90% of insurance policies are not updated or are not set up well. Make sure you are the 1 out 10 people who are protected. It is your responsibility to yourself and your loved ones.
Retirement Planning
Pension funds
Good retirement planing means starting and preparing early since your retirement years, reflect the preparations that you have made throughout your working years and because you cannot rely on the state to do the job.
I work with and for my clients in order to achieve financial security for them to ensure a better quality of life, wealth, home and health now and in the future.
Real Estate
Mortgages and loans
Whether you want to buy a home, a car or some land, the right financing is essential from finding the best bank with the best rates and conditions, to helping you navigate the difficult administrative aspects. I will be with you every step of the way.
Financial Planning
Strategy
Properly set up finances are the foundation that every person should have for their well being. It is necessary to look at the bigger picture in order to create a pathway to invest your assets properly. Whether it is savings, income protection or purchasing a home, it is important to have the right guidance and an individual financial plan to achieve your goals.
Our consultations
From strategic planning to innovative solutions, my focus is always on building an efficient and results-driven relationship. I am determined to guide you through all the steps of your financial management options. To do so, we start with the following:
1. FINANCIAL ANALYSIS
Understanding your needs, goals, wishes
Audit of your existing portfolio
Financial balance analysis
2. FINANCIAL ADVISORY AND FINANCIAL PLAN
Personalised Financial Plan tailored to your needs
3. CHECK UP & CONTROL
Long-term cooperation
Web portal
Client centers
Branches throughout the Czech Republic
Testimonials from My Clients
I’ve always been committed to helping my clients thrive and reach their goals. Every unique client is important to me, and it’s my pleasure to share some of their reviews with you. For additional feedback, get in touch today.
Contact me
Schedule a personal meeting or zoom call with me so we can determine if my services are the best fit for you.