Hardly anyone follows a single, predetermined path in life. But whatever the stage: strategic planning to build your wealth in the long term and safeguard your standard of living is not easy. Learn what financial decisions are important at different life stages.
Enjoy being independent.
You’ve entered the working world. Now you’ll need to define key objectives on your way to becoming privately and financially independent. Find out how to achieve this.
Building your future together.
In a partnership, you should discuss plans and wishes for the future together. Find out what you need to do to ensure financial harmony.
Meeting new responsibilities.
You’re excited to start a family. A lot will change in this phase of life – find out what you need to know.
Get on the right track.
Even the most impressive careers are rarely completely linear. Learn how best to prepare for planned and unplanned events.
Enjoying what you’ve achieved.
When we've achieved our biggest goals in life, we can take things a bit easier. Find out which things you should still take care of.
Planning a new beginning.
Not everything in life goes to plan. A breakup or divorce usually has a major impact on your financial situation. Find out how to plan the next phase of your life.
Time for family and hobbies.
Have you already thought about the time after your retirement? Life looks very different now. Find out what you need to consider to maintain your standard of living in the future.
Looking after the next generation.
As we age, our requirements change. Your own goals and desires are at the forefront – including when it comes to passing on assets. Read on to find out the best way to proceed.
Because a personal conversation is worth a lot
Because a personal conversation is worth a lot
What can we do for you? We’re happy to address your concerns directly. You can contact us in the following ways:
