Financial planning

As a business owner, managing director, or major shareholder, you are not only responsible for your company. You also have to think about your personal financial planning. What goal do you have in mind? Do you have children who want to study? Are you striving for financial independence and do you know when you want to stop working? Then it is important to build up a reserve or to make additional provisions in time.

Whatever your goal, solid financial planning offers something to hold on to.

Our financial planners will be happy to draw up a financial plan for you. With the aid of advanced software applications, we calculate various scenarios. In doing so, we also map out the financial risks, so that you can limit the financial consequences of, for example, disability or death.

For example, if you want to enjoy a good pension in just a few years, our financial planners will calculate whether you are building up sufficient reserves to do so. We not only look at whether the provisions made are effective we also map out your overall financial situation. This broad approach can lead to surprising conclusions. More often than not, it turns out that the client’s current financial position is so good that he can make his dream come true much sooner than expected.

If the reserves are not sufficient to realise your goals, we advise you on possible additional provisions. In doing so, we naturally keep an eye on affordability. If taking additional measures is not financially feasible, you can decide to adjust your goal on the basis of this insight.

Because life does not stand still, we like to review your financial plan on an annual basis. After all, events such as marriage or divorce, having children, the purchase or sale of your home, disability, and retirement affect your personal financial planning. Our specialists check whether your financial plan still matches the current and expected situation and adjust the course if necessary.