Consulting for private individuals


  • Are you asking yourself whether an early retirement, a reduction in workload is financially bearable?
  • Do you have to decide whether to draw the pension or the capital from the pension fund?
  • Are you wondering whether the tax burden can be optimized?
  • Would you like to know the long-term development of your financial situation and whether your income or assets are sufficient for your plans before and after retirement
  • Have you had financial planning, an insurance or pension fund offer made and would like a second opinion?
  • Do you wish to be accompanied in bank and insurance negotiations?  

We can advise you on these and other issues relating to your assets, pension fund, real estate, banking and tax matters. 

 

To help us better understand your needs and provide you with customized advice, please contact us.