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