Life is full of surprises. Together, we plan ahead, and during unexpected turns, we are just a call away
Financial Planning – Overview
Successful financial planning reflects the uniqueness of your life. Your financial desires, goals, and dreams are always at its core. With meticulous planning, we reduce risks, maximize resources and secure your financial future. It’s not about putting numbers on a piece of paper. It is about an overall strategy that aligns all aspects of your financial life.
Our long-standing experience, combined with expertise and market knowledge, enables us to provide you with the best advice. Since life can often be unpredictable, we are ready to adapt your financial strategy flexibly to new circumstances.
Foundation (Laying the Basics)
The foundation of every solid financial plan is appropriate insurance coverage. It ensures that unexpected events don’t shake your financial stability. By protecting against risks, you create a stable foundation for your assets to grow securely.
Property & Asset Insurance
Protect your belongings with property & asset insurance. We offer tailor-made solutions to safeguard your property from unforeseen damages, theft, and other risks. Our experienced advisors are by your side to find the right insurance tailored to your individual needs. Rely on our expertise and feel the peace of mind our protection solutions provide you with.
Your benefits: Comprehensive protection and worry-free ownership.
Health Insurance
Health Insurance to protect yourself and your family from financial hardships in case of involuntary incapacity due to illness or accident. Our experts ensure that there’s a financial safety net available in the event of unexpected loss of income.
Your benefit: A safety net for sudden loss of income.
Income Protection
To protect yourself and your family from financial hardships in case of involuntary incapacity due to illness or accident, our experts ensure that there’s a financial safety net available in the event of unexpected loss of income.
Your benefit: A safety net for sudden loss of income.
Taxes & Tax Reconciliation
Year after Year Christmas is coming on time, just like the tax office, that regularly knocks on the door. Before you know it the next tax return is due.
Every year, without fail! Just as surely as Christmas comes, the tax office regularly knocks on the door. And before you know it, the next tax return is due. We ensure that you utilize your deductions optimally and show you tax advantages for current or future tax years. Depending on your financial situation, the tax savings achieved might even exceed the costs of tax consulting.
Your benefit: Hand off the unpleasant tasks and have more time for what truly matters.
Wealth Accumulation (Adjustment and Growth)
Starting from a solid foundation, we focus on building your wealth. Our goal is to invest in the long term and adjust your financial strategy according to the changing market conditions and your individual ambitions. It’s essential to continually review and, if necessary, adjust the investment strategy to ensure the consistent growth of your assets
Home Ownership
Financing a home is often one of the most significant financial decisions in life. How much house can you truly afford, even with rising interest rates? We provide a clear overview of current offers, from interest rates to individual financing approaches. Confidently entrust us with the negotiations with the banks and benefit from our special terms.
Your benefit: You benefit from our preferential conditions.
Capital Investment
Is your money truly safe from inflation? Does your investment portfolio align with your goals?
Together, we’ll create a plan tailored to your individual risk preference and investment horizon. Our support simplifies the choice of investments that ensure good diversification – this can reduce risks and enhance chances of returns.
In teamwork with you, we adjust your portfolio to current market conditions and your preferences. It’s important to regularly reconsider the investment strategy and adjust as needed – only this way can your assets grow effectively.
Your benefit: An investment concept that’s tailored just for you.
Retirement Planning
Do you know what awaits you in retirement? Are you considering retiring early? Together, we’ll create a clear plan for you, so you can approach retirement with ease. We ensure that your retirement plan stays up-to-date and complies with all regulations. We’ll show you how to achieve tax benefits year after year with your retirement planning and effectively make your money work for you
Your benefit: Looking forward to retirement with joy and confidence.
Retirement (Comfort and Security)
Everyone dreams of a worry-free later life after many years of hard work. But how do you ensure you can benefit optimally from your savings? Relying solely on statutory pension provisions could mean that you might not be able to maintain your accustomed standard of living in retirement. Let’s analyze your current situation together and determine the best steps, so you can fully enjoy your retirement.
Pension Planning
What does your ideal retirement look like? Perhaps you want to stop working earlier or relax abroad. A forward-thinking pension plan ensures you this freedom. Our experts take into account and analyze all relevant factors – from taxes, company succession and mortgage repayments to inheritance matters and asset investments. This provides you with a clear overview, allowing you to transition worry-free into the next stage of life.
Your benefit: Peace of mind and clarity for your retirement.
Asset Depletion
Plan your retirement financial strategy with us. Explore suitable investment opportunities together with us to extend the lifespan of your savings. This guarantees you financial flexibility and prepares you for unexpected financial challenges. Moreover, we lay the foundation so that you might even be able to pass on values to future generations.
Your benefit: A worry-free financial life in old age.
Estate Planning
Design your estate planning meticulously and forward-thinking with us. Together, we will implement your wishes and ideas to ensure your legacy is distributed fairly and according to your specifications. This minimizes future disputes and ensures that your family is adequately provided for. Additionally, you benefit from clear structuring and legal certainty.
Your benefit: A well-organized and carefully planned estate for your loved ones.