Our employees always aim for the best result and are happy to support you, in your company as well as your private life, in creating financial and estate planning.

Drawing up a financial plan requires professional knowledge. Utilising financial planning, our advisers make a long-term calculation of your expected income and capital development. This calculation is based on developments in the past, provisions that you have already made, and current plans and expectations. Estate planning is part of financial planning. Estate planning concerns the transfer of capital to the next generation, without having to pay an unnecessary amount of tax.

Insight into your financial future

In practice, we often see that both entrepreneurs and individuals do not have insight into what exactly they have arranged for their retirement and what consequences major decisions have on their financial situation. In addition, insufficient thought is often given to unpleasant situations such as death or unexpected long-term incapacity for work. For this reason, we recommend that you draw up a financial schedule. Frequently addressed questions in this planning are:

• Can I retire earlier?
• Does my will still suit my current situation and lifestyle?
• Should I put more money aside now, to enjoy a carefree old age later on?
• When would I best be able to transfer my company and what preparations should I make for this now?
• Do I still have sufficient income if I suddenly become incapacitated for work for a long time?
• What are the financial consequences if one of us passes away suddenly?
• Shall I use my savings to partially repay my mortgage?
• Will I get stuck later when I make a large donation to my children now?

Based on our financial planning, we give you the necessary insight to answer such questions and to form a plan. In concrete terms, this leads to actions such as updating the will, making pension products non-contributory, and/or deploying a focused selling or transfer process for your company. We then evaluate in subsequent years the extent to which reality will unfold as expected and make adjustments if necessary.

In short: with focused attention, we ensure that you as an entrepreneur get clarity and peace of mind. We provide you with a document so that you can take immediate action yourself, if necessary. Our financial planning ensures that you can look to the future calmly and confidently!