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Private Banking > Financial Consulting > Financial Plan


Financial Plan





You want to have a clear overview of your assets, yields and income - with all tax issues fully considered. To achieve this you need a personal financial plan which is based on your short- to medium-term objectives, which systematically shows your income, your expenditure and your asset structure and which highlights areas where optimisation is possible. Vontobel Private Banking offers you a comprehensive financial plan with a range of options and stress scenarios.


Christian Hanhart, Financial Planner, Pension Advisor,  Vontobel Private Banking

Christian Hanhart
Financial Planner, Pension Advisor, Vontobel Private Banking

+41 (0)58 283 76 35
Contact


Christine Wondra, CFP, Financial Planner, Vontobel Private Banking

Christine Wondra, CFP
Financial Planner, Vontobel Private Banking

+49 (0)89 411890-07
Contact








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