“With education costs increasing every year, now is the best time to start saving for your child’s future.”

At Josef Nejedly Consultancy our professionals can help you find a suitable college investment program for your children or grandchildren and potentially save on taxes as well.

We can help you take advantage of an education savings plan by:

· Finding a program that can help you save significant sums for higher education and helping you understand how to use the plan most effectively.
· Devising a strategy to help you determine the right mix of investment alternatives.

How we tailor your account

Customized
Portfolio

Active
Management

Portfolio
Management

Asset
Allocation

First, we will help determine your time horizon, spending, risk tolerance and vision for the life you want for yourself and your family. With that important roadmap in hand, we evaluate your assets, compensation and property ownership to design a portfolio that maximizes tax benefits.

Then we take care of all the details: opening and transferring your accounts, making investment transactions and handling the record keeping aspects of managing your assets.

Our Services

FINANCIAL PLANNING

If you are not certain where you are now, we can help you get a clear idea of your financial position as well as where you want to get to in the future.

INVESTMENT ADVISORY

Our professional Investment Advisors help you devise your personal investment strategy tailored to your individual needs and goals.

SAVINGS SOLUTIONS

Our savings strategies involve our unique proprietary and third-party saving vehicles. Your financial future is in good hands with our training and support.

CORPORATE SERVICES

We provide professional services to help restructure your company, make your business more efficient or increase productivity and profitability.

WEALTH MANAGEMENT

We take time to look beyond your portfolio with you and learn about your needs, wants and aspirations. This way we prepare you for your possibilities.

RETIREMENT PLANNING

Retirement changes your routine, your income and your taxes. Find out how you can get the maximum out of your pension to life the lifestyle you’ve earned.

OUR TEAM

We’re always strategic and we think outside the lines to bring our clients fresh ideas.

OUR FOCUS

Josef Nejedly Consultancy manages your finances so they don’t manage you. And that equates to complete peace of mind.

OUR APPROACH

We’re an independent, fee-only firm that provides investment advice – always in our clients’ best interests.

RESULT BASED

We focus on your specific needs and represent only the best returns on offer to maximise your wealth building.