Our services start with a customised proposal that clearly maps out your current and future income and asset positions.
Our advisors also provide you with a scenario analysis, giving you insight into the feasibility of your specific wishes and objectives. This customised proposal is drawn up for you free of charge.
For more complex situations, a specialist external financial planner compiles a Private Plan. This expert provides strictly independent advice based on his or her knowledge and insights. If desired, a new Private Plan can be compiled at a later date as well.
We periodically discuss the basic assumptions behind the customised proposal/Private Plan with you and adjust our (investment) approach where necessary.