As soon as retirement age approaches, there is often a lot to think about. Often about 10 years before retirement age. For example, what about your income after retirement? What about a mortgage and any equity? Will my pension income be sufficient when I reach the age of 68?
1. Non-binding consultation
During the consultation, the financial advisor will take stock of your situation. There is plenty of room for any questions you want to ask. During this conversation we will also explain our working method and costs.
2. Pension advice
As soon as you are sure that the pension advice is appropriate for your situation and you want to put this into action, we will get to work for you. We will schedule a new appointment to discuss everything and then set everything in motion for you.
3. Aftercare
Once we have developed and initiated the pension plan for you, we will remain your contact person. We will send an invitation for a service meeting every 2 years to ensure that the situation discussed at the time remains appropriate in the future.
Understandable advice
Short- and long-term vision
Future-oriented
Reliable