Unlock Your Financial Potential with Personalized Guidance"
“Discover how a tailored financial plan can pave the way to your dreams, one step at a time.”
Trust
Trust is the singular foundation upon which we construct your success. We cultivate trust through open communication, consistent support, and unwavering dedication to your financial well-being.
Commitment
Commitment breathes life into your financial plan, turning aspirations into achievements and paving the path to enduring prosperity.
Transparency
Transparency is the cornerstone of a robust financial plan, empowering informed decisions and fostering lasting financial security.
How to start?
If you're curious about what we provide, I'd be glad to offer you a complimentary consultation. It's a chance for us to chat about your plans and objectives, and see if teaming up with us feels right for you. Intirelly free of charge.
Top Expertise
I'm thrilled to share that I'm a highly experienced advisor, accredited with prestigious advisory titles such as PFP or EFA, along with Czech Central Bank certifications.
Simple
My vision is to offer my clients maximum convenience in managing their assets. That's why I assist them in resolving most of their needs in one place, allowing them to concentrate on what truly matters.
Published Works & Speaking Engagements
A Few Words from My Clients
Monika is a very professional financial advisor. She not only helped us establish successful investments but also to close a nice deal on a realty mortgage. I definitely recommend her services.
Monika has been outstanding for myself and my family, helping us to navigate the complexities of managing our finances. Her attention to detail, knowledge of the financial industry, and commitment to providing personalized service have been invaluable to us. She took the time to understand our unique needs and goals and helped us to put together a comprehensive financial plan that met our needs and fulfilled our dreams.
Glad to meet you.
Location
Nové sady 988, 602 00 Brno-střed
Contact
Phone: +420 777 223 684
Email: monika.souza@partners.cz
“Povinně zveřejňované informace podle čl. 3, čl. 4 odst. 5 a čl. 5 nařízení EU 2019/2088 o zveřejňování informací souvisejících s udržitelností v odvětví finančních služeb: [Jméno/firma poradce/kanceláře] je vázaným zástupcem společnosti Partners Financial Services, a.s., proto při investičním nebo pojišťovacím poradenství postupuje stejně jako tato společnost stran začleňování rizik týkajících se udržitelnosti i zohledňování hlavních nepříznivých dopadů na faktury udržitelnosti a dodržuje stejné zásady odměňování. Pro vázaného zástupce platí informace týkající se udržitelnosti zveřejněné společností Partners Financial Services, a.s., zde.”