Details.
Holistic financial advice focused on your personal situation, wishes and goals. Includes analysing your current financial situation, discussing short and long-term goals, preparing an individual financial and pension plan, presenting and discussing the plan, implementing savings and pension goals, and ongoing support with financial and pension questions. Topics include saving, investments, insurance and retirement planning. No direct costs arise במסגרת the financial coaching; commissions may apply when contracts are concluded and are included in the prices of the financial or insurance products.