Details.
An initial consultation covers your income, expenses, current protection, goals and wishes. A tailored concept is then developed for protection, retirement planning, wealth accumulation and other discussed financial matters. In a follow-up appointment, suitable products are presented and you decide which proposals to implement and how to allocate your budget. Appointments can take place at your home, at the office or online. Ideally, bring your current payslip and an overview of existing insurance contracts and other financial and retirement products.