Asset planning

Personal financial targets
What you want to achieve with your assets is very personal. In asset planning, we draw up a personal financial plan on the basis of a predetermined target. Examples of financial targets are:

  • Repayment of the mortgage;
  • Stop working sooner;
  • Buy a holiday home;
  • Supplementing your pension.

In the financial plan, we take into account your current assets, your current and future income and any assets in the family. We also look at how you can possibly save tax on your capital by, for example, donating.

Investing is done on the basis of a financial plan
The inventory of your financial wishes may show that capital accumulation is desirable or even necessary. Depending on your personal situation, objective and perception of risk, we will work with you to choose a suitable strategy and take care of its implementation.

Together, we keep your objective realistic and do not allow ourselves to be guided by emotions at the fair. We periodically monitor your financial plan on the basis of agreements made in advance, so that you can achieve your desired goal(s).

What do you want to know more about?


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Asset planning

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Financial planning

Insight into and overview of your entire financial situation, in plain language.

How financially fit are you really?

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