»What does systematic mean?«
During the analysis stage, our consultants take enough time to get to know their clients: What is their financial situation? Do they already have plans for the future? What wishes and goals do they have?
During the consultation stage, we explain the appropriate financial solution tailored to the clients’ individual needs. For this reason, only products from reliable and financially solid partners are selected.
Our consultation is sustainable. There are regular service meetings to adjust the clients’ financial planning to their current living situation.