How does financial coaching work?
We will always put our customer first, incorporating any personal goals, financial possibilities as well as any existing contracts you might have. Our financial advisors very much understand their job as a lifelong companionship with you and your finances!
Your financial coach listens to you. Your goals and wishes are our main focus points.
Analyze and create clarity
Together, we analyze your current financial situation and formulate realistic goals.
Develop a plan
Your financial coach develops your individual concepts for your insurances, your retirement provision and your financial planning. Approved by our seals of quality.
Achieving goals together
Your financial coach will help you put your savings and retirement goals into action and make the most of your finances.
Be coached in the long term
No matter what happens in life, your financial coach stays by your side.
Individual advice in your area
In an increasingly complex world, it makes sense to seek expert advice and help in financial matters. As financial coaches, our advisors help to make the right decisions.