Do a Wealth Check

Thanks to early clarification of your pension situation and long-term planning for retirement, you can prepare for your retirement in a targeted manner.

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You are at center stage

Our financial planning focuses on your personal needs, life goals, and expectations.

Scenarios for your future

Tailored to your needs and goals, we analyze your current financial situation and present various future scenarios.

You decide, we plan

Take control of your future standard of living by preparing early. As globally active financial experts, we look after your assets actively and with foresight.

1. Carry out an asset and pension check

2. Request guidance

3. Enjoy prosperity

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Wealth-Check

The next chapter of your asset management starts with a check!

Insights

01.10.2024 CEST | Pension fund | Wealth & Pension Planning | Insights | Videos

5 considerations when voluntarily contributing into a pension fund

Jonas Jordi

Voluntary contributions to the pension fund are regarded as an attractive way to increase pension capital while saving taxes. However, there are also constraints and risks involved that you should clarify in advance.

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26.08.2024 CEST | Insights | Wealth & Pension Planning

Extra-mandatory pension scheme for self-employed individuals and business owners

Making the move to self-employment involves many changes, such as newly won freedom, but also new regulations and opportunities for your own retirement planning. We will show you the opportunities that are available to you now.

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18.06.2024 CEST | Vermögen & Vorsorge | Wealth & Pension Planning | Insights

Retirement planning: with saving pots

Burak Ak

Using savings pots can help you avoid financial straits and assist with structuring your assets in a meaningful way in retirement, considering your personal goals and wishes.

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