You can contact your Partners Advisor at any time for advice or assistance.
It will help with all areas of personal finance.
3. REGULAR SERVICE
Roughly every two years or as needed, we'll review what's changed in your
area and adjust your financial plan to the new opportunities and goals.
2. WE APPROVE THE FINANCIAL PLAN
The consultant will propose a financial plan and the most suitable products
in the field of insurance, investments or loans that will lead to the
fulfillment of the goals.
1. ANALYSIS OF YOUR OPTIONS AND OBJECTIVES
We will look at your financial situation and the wishes you want to fulfill
in the area of savings, housing or pensions.