FINANCIAL PLANNING

You want an effective and comprehensive financial plan. So first we want to get to know you, as a person and your unique personal wishes and circumstances. You get to know us and our ideas about financial planning. This way we are able to develop a highly tailored financial plan that suits your unique needs. Most importantly, our advice is completely independent. You can be sure that Rob and René have only your interests at heart. When making a full financial review, we usually consider the following:

• Mortgage
• Protecting you and your dependants
• Pension
• Investment
• Estate planning

Do you have any other specific wishes? Come and talk about it personally with Rob and René.