Details.
A holistic financial concept covering savings, investments, insurance and retirement planning. The service includes assessing your current financial situation and short and long term goals, evaluating the information and creating an individual financial and retirement plan, presenting and discussing the plan in a personal meeting, implementing savings and retirement goals, and ongoing support for financial and retirement questions. Appointments can take place at your home, in the office or online. Ideally, bring your current payslip and an overview of your insurance contracts and other financial and retirement products.