You already know the picture from our Instagram account? Preparing for a consultation is the first step towards successful financial planning. By preparing well in advance, you save time and we can focus entirely on your individual needs.

• Sort insurance folders (physical or digital)
  • Collect all important insurance policies so that we can analyze your current coverage in detail.
  • Check whether all insurance policies are still up to date and fit your needs.
• Search for pension fund statement
  • Bring your pension fund certificate with you to plan your retirement provision together
  • The pension fund statement contains a great deal of information that is necessary for advice in a compact form on two pages
• Create an overview of income and expenses
  • Create a simple overview of your monthly income and expenditure. This will give us a precise overview of your financial situation.
  • This overview helps us to identify your financial scope.
• Thinking about wishes and goals
  • Consider in advance what goals you want to achieve with the financial advice.
  • The more specific your ideas are, the better we can develop a suitable strategy together.

We recommend that you make a note of all the questions you would like to ask us. That way you won't forget anything important. Also bring current bank statements with you to get an accurate overview of your financial situation. Collect all important documents, such as purchase contracts or wills, which could be relevant to your financial planning.

Good preparation allows us to make optimum use of the consultation time and arrive at concrete solutions more quickly. You also have a complete overview of your finances at all times.

Make an appointment now for an individual consultation. Please contact us if you have any further questions.