What is holistic financial advice

Financial advice.
Start the future with us.

Our holistic and sustainable financial advice / planning pursues the approach of looking at all areas of the financial world as a network.

We guarantee you a solution-oriented liquidity, asset, pension, tax and estate planning and are independent and free from the banks and insurance companies. With your personal goals in life, plans, ideas and expectations, as well as your willingness to take risks, you are the starting point for us. Be it in the personal, family or professional area, we would be happy to develop tailor-made financial advice for you.

Start the future with us and let us advise you!

Our services:

  • Simple and complex pension analyzes
  • Detailed analysis of the personal situation taking into account the topics budget / liquidity, assets, real estate, mortgages and taxes
  • Sustainable planning, analysis and implementation of your retirement with specific suggestions for improvement and recommendations
  • Advice on financial issues such as investments, mortgages and other areas
  • Accompaniment to bank appointments, including ongoing control of the documents received
  • Preliminary advice and support in matters of marriage and inheritance law (marriage and inheritance contracts, wills, powers of attorney, advance directive, living will, executor, etc.)
  • Calculation of your tax situation (income, wealth, inheritance, gift and capital performance taxes)
  • Advice in connection with corporate succession

This is how we work:

  • Recording your needs, desires and goals
  • Risk analysis of the personal situation
  • Establishing strategic financial planning through a neutral and independent approach
  • Analysis and evaluation of the existing financial solutions
  • Implementation of the specifications and timely evaluation of your contracts
  • Transparent administration and market observation

Your benefit:

  • Professional overview of your financial situation
  • Tailor-made solutions with the best price / performance ratio
  • Proactive support / accompaniment in all financial topics from a single source
  • Administration savings through outsourcing
  • Complex topics in the financial world simply explained
  • Implementation of measures including deadline control
  • Unique and comprehensive advice from our financial advisors and specialists