A three-step advisory approach
The first step involves listening carefully to what you have to say. The aim is to analyze your current personal situation as closely as possible to make sure we understand your individual requirements and financial objectives for the third stage of your life.
Then we will analyze how your income and assets will evolve in the long term, study your current and future tax burden and work out how you can achieve your objectives.
Based on your personal requirements and your asset and income prospects, together we will define a customized retirement planning strategy consisting of a specific action plan.