Financial planning & estate planning

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.

Private Plan
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.

Periodic adjustments
We periodically discuss the basic assumptions behind the customised proposal/Private Plan with you and adjust our (investment) approach where necessary.

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