Have you ever checked your financial health?
With Check-up you can carry out an in-depth analysis of your economic situation to build your financial pyramid. During a structured interview with your client adviser, you identify possible imbalances, obtain a report with personalised recommendations in order to harmonise your finances according to your profile. The Check-up introduces the principles of sound management to ensure long-term financial security.
The first step is to prepare for your retirementAs part of the review of all assets, the pension certificate is also explained in detail and an analysis of the existing possibilities is carried out. If necessary, the analysis can be supplemented by the Pensions Advisory and Financial Planning Unit.
To carry out a complete financial assessment and analyse the implementation of your project, you can contact our client advisers today on 058 211 21 00 or make an appointment using our contact form.
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