We help private individuals and corporate clients to take a holistic view of their financial situation and to develop solutions based on their goals.
We help you to decide between renting and purchasing as well as choosing a property. We outline your financing options based on your affordability calculation.
As life expectancy increases, so do the demands on your pension provision. Unconventional careers and forms of work require flexible savings strategies. We help you optimise your retirement.
Taxes don’t have to be a nuisance. We help you to understand your situation and take the administrative burden off your shoulders.
We analyse your risk tolerance and put it in relation to your capacity and abilities. Together we create your investment philosophy and strategy.
Based on a needs analysis, gaps are identified and addressed accordingly. Your legal provision is an important building block for your life planning.
In a 30-minute free online meeting, we clarify whether we can help and explain how we are remunerated. This is not yet a specific consultation.