Wealth Consultant
Daniel Beneš
Specialises in:
About me
Who I am
I have long been interested in finance and investing, because I know how strongly they shape everyday life and the future. In 2023 I started out in real estate, where I gained my first experience of the market and of financing. From there I gradually moved into wealth advisory – first as an assistant, and today, alongside my studies at the Prague University of Economics and Business, as an independent consultant in the experienced Moravec & Partneři team. It is work that fulfils me and makes sense to me.
Specialisation
How I can help you
Financing
I will guide you through financing, from leasing to mortgages, and choose the best possible solution on the market.
Long-term income protection
I set up term life insurance according to your actual income, expenses and commitments – using the EFPA methodology and taking into account your future entitlements from the social security system (based on your Czech pension statement, IOLDP).
Comprehensive property insurance
I arrange cover for everything from vehicles to property portfolios, including ongoing updates of your policies.
Building a lifelong income
With a well-chosen investment strategy that reflects your time horizon and goals, I create a stable source of long-term passive income tailored to your situation.
Investments
I don't focus on short-term returns but on long-term protection and steady growth of your wealth, adapting solutions to your goals so that your finances grow steadily and hold up even in difficult times.
Business risks
I analyse the risks of your business and propose protection that secures your assets, your liability and the smooth running of your company.
Would you like advice from me personally?
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