Mobile Apps Effective finance
All your contracts in one place, insurance, investment, mortgages, and reserves.
- Overview of products and their condition
- Anniversary warnings and changes
- Quick connection with the consultant
IntroductionCalculators
Your plan starts with numbers.
Build a financial plan or compare the rent vs. the mortgage on the same budget. Try also the rent and income scenarios. The calculations are indicative, not investment advice, recommendations or promise of financing.
Your finances in numbers
Financial calculators
Financial plan· Targets on the timeline
It will show how your goals, housing, travel, income) will translate into finances during life and what a long-term loss of income will do to them.
What to enter in the calculation
- 01
Enter your situation
Age, savings, household income and expenses.
- 02
Edit Targets
Add or rewrite the clues and their prices.
- 03
Compare scripts
No complications, no insurance, no insurance.
Financial plan for your life
Your balance sheet, your goals and the money you need on them. The amounts are pre-filled as a demonstration.
Expenditure without saving for these objectives. Savings are not a separate emergency reserve.
Before the new targets you monthly remaining
18 000 Kč
Estimated assessment
%
After deduction of inflation. Not guaranteed; at 0 % you will see a plan without evaluation.
The information on this website, calculator results and PDF reports are for information and education only. They are not investment advice, investment recommendations or an offer of a specific investment instrument. Investment services are limited to facilitating access to options; the decision always rests with the client. Investing involves risk: values can rise or fall, returns are not guaranteed, and past performance does not guarantee future results. Tax and contribution figures are indicative and do not replace tax advice. Fix the unfilled or inadmissible values for the marked pane; zero is the valid figure where it is allowed.
What does the result mean for you?
The numbers are the beginning. Together, we place them in your budget, goals and life situation.
Book a consultation
First meeting free and free.
Tools
The tools that give you clarity.
I use them for every meeting and for you. You don't see a spreadsheet that no one understands, but your situation, your scripts, and your next step.
Financial analysis
A visual financial plan that will show specific scenarios for what will change after investment, refinancing or replenishment of insurance.
- Screenplay instead of estimations
- Clear outputs for the client
- Submission for each meeting
Asset management
A linked overview of investments, funds, insurance and loans, so you can see your assets grow and what the next step is.
- Monitoring of portfolio developments
- Evaluation of revenues
- Long-term planning and reporting
The instruments are operated by the Assetia Group. Read more on assetio.cz