Bewust met de toekomst

Klinkt logisch toch?

Bewust met de toekomst

Klinkt logisch toch?

Personal Financial analyses


What can you expect?

You are also at the right address for a financial analysis. We map out your current financial situation in the area of your income. In the short and long term, so also your pension. We also look at your wishes (think of your desired retirement income or retire early). We also look at the consequences and risks of death, incapacity for work and unemployment and advise you on the possibilities to realize your wishes or to limit risks.


How does it work?

Step 1: Collect and analyze information
Contact us for an appointment. We need a lot of information and documents from you in order to prepare your analyses. We ask you to send the necessary documents (in advance) to us. We also ask you to think about a number of questions.

Of course you will receive a clear overview of everything we need.

Step 2: Calculations and analyzes (appointment)
On the basis of all the information we have received from you, we will tell you during the appointment the outcome of our analyses and what choices you have. Of course we also provide you with a clear report.

Step 3: Limiting risks.
If you decide to take out additional insurance policies in order to limit the risks that have been identified, you decide to take out additional insurances as a result of a personal financial plan. Then we give you a discount of 25% on the mediation costs of this insurance (s).