OUR SERVICES
Wealth strategy and financial advice to suit you
PLANNING YOUR FINANCIAL LIFE
As the first step towards your Wealth Plan, we collect the key information about your situation, circumstances, needs, and goals. With this your Wealth Map is drawn up so that you understand your net wealth - or net worth - and its components. To this point, it's all free - and you can even do this yourself with our online tool if you want. No money coaching necessary unless you want some.
We then suggest to you - at your wish only - where to focus to make the most of your finances. Our recommended actions may cover any and all key areas of your financial life: income, savings, investments, insurance, and estate planning, while also keeping an eye on taxes and other regulatory aspects. With this, we build together with you your Wealth Strategy.
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Our recommendations always put your interests first. We don't try sell you any financial or other products, but only suggest to you what is the best for you and your money. For this, we only charge you what you have agreed in advance. And if no charge was agreed on in advance, then it's all free of charge!
PLANNING YOUR SAVINGS
Savings is a key part of your Wealth Map and Wealth Plan. It is what powers your investments - the life blood of your financial well being, the fuel for your financial engine. Based on your situation, circumstances, needs, and goals, we suggest actions that form the core of your Savings Plan. The key of a successful Savings Plan is that it really suits you - you are both willing and able to stick to it. Any recommendations we make are based on your interests only - we do not get hidden (or other) commissions or fees for any component of our recommendations. You only pay us the fees that you agreed on in advance, if anything.
PLANNING YOUR INVESTMENTS
Investments are the heart of your financial life - keep them in great shape, and you are set up for success. Starting from your situation, circumstances, needs, and goals, our recommendations for your Investment Plan will enable you to invest in a way that is optimal and sustainable for you: the best possible long-term returns for the level of risk that suits you. Our fees, if any, are fully transparent and always agreed with you in advance. No hidden commissions, referral fees, or anything else that would not put your interests first.
PLANNING YOUR PROTECTION
To protect your finances, some insurance is necessary, but only some. Once we understand your situation, circumstances, needs, and goals, we recommend what your Insurance Plan should be: what changes to make in your insurance coverage to optimally support you. The purpose is to make sure that you are as fully protected as you need to be, but not more. Like with other aspects of your finances, here too your interest goes before anything else: we only recommend what we genuinely consider the best for you. Under no circumstances do we receive any commissions or referral fees for the insurance products that you might end up using. Our fees, if any, are only the ones you have agreed on, in advance.
PLANNING YOUR ESTATE
What happens to your wealth once you are no more there - your legacy - may be one of the topics on your mind. Based on your unique situation, circumstances, needs, and goals, we can recommend to you the best course of action here, too. We will make sure to get also also other professionals involved where necessary - typically for legal, tax, and/or notarial aspects. This involvement, too, is only to the extent you want and does not result in any referral or other fees paid to us. Our fees, if any, are always like for other services of ours: agreed with you in advance, without any surprises.