Fund Investments & Savings
A private discussion partner on financial matters, fund investments or savings
A private discussion partner on financial matters, fund investments or savings. To grasp personal finances requires increasing commitment and knowledge.
We give you a personal advisor who acts as your financial discussion partner. Together you create an overview – we call it a personal balance sheet – of your entire finances so that you can choose, with the advisor's support, the financial solutions that suit your own particular needs and preferences.
Your personal advisor will help you to make wise decisions
How do you see the risk? Are you single, cohabiting or married? Do you have children? How do you live, and how do you want to live and work in the future? Many factors have an influence when choosing an optimal savings solution. Your personal advisor will put you on the right track.