Creating a long-term personal financial plan

Creating a long-term personal financial plan

Find out more
 

The basis of our business relationship is a holistic and detailed long-term financial plan, which will be devised for you by your relationship manager.

In course of a financial planning meeting, your relationship manager will listen carefully to your long-term personal and career plans and goals, evaluate your current financial situation and devise a long-term financial strategy, which should enable you to achieve your goals such as the purchase, construction or renovation of a flat or a house or provide for your children´s or grandchildren´s education within a certain period of time, and will make tailored proposals for investing in savings or investment products or advise you on the easiest way to secure and easy and carefree retirement.