Financial Planning. Goal-Oriented.
Efficient financial decisions through specialization.
Your financial planning is clearly tailored to your individual goals .
As your financial planner, we advise individuals (private persons), but we also advise small and medium-sized enterprises (SMEs).
Individuals.
We develop your tailored financial plan and solutions that align with your financial goals and life planning.
We understand the unique challenges faced by young professionals, mid-career individuals (e.g., high-earning young executives and entrepreneurs, often referred to as "HENRYs"), as well as entrepreneurs and freelancers.
Furthermore, we are particularly attuned to the changing concerns of "best agers," such as private individuals, retirees, and pensioners.
Due to our personal background, we also have extensive knowledge in the healthcare sector (doctors, dentists, etc.) and among entrepreneurs, such as winemakers.
Your financial plan - aligned with your life plan - so individualized as you!
Small and Medium Enterprises (SMEs).
We understand the unique characteristics and financial challenges of a business.
Whether it's about financial consulting and planning for start-ups or established companies, or even if it’s time to let go of your business - we leverage our expertise and network to find the best possible solution for you and your financial plan, life plan.