How do we work?

 

We enter into a dialogue with you

You might already have some idea of what you would like at that moment. Maybe you don't. In any case, we will go into your situation in depth. This way, we make sure that not just we, but also you yourself will have an overview of all your ambitions and ideas that is as complete as possible.

 

Are your ambitions viable?

After this, we will find out whether your ambitions are viable and we will find the suitable services for those ambitions.

 

You remain a co-director

We will then discuss what products and services are possible and we will choose an optimal construction together with you. This way, we move from the larger whole to the final product or service and you remain a co-director of the way in which your financial future is shaped.

 

You remain in sight

We will regularly ask ourselves whether the chosen products and services are still the best ones available. If you would like, we can keep track of your situation. If at any moment a different option turns out to be the better choice for you, you can be sure that we will then get in touch with you. This agreement will be made explicit.