Precise retirement planning:
Optimal wealth management.
Good retirement planning allows you to achieve and maintain a better lifestyle. It's important to be aware of the different concepts necessary to obtain good management of your finances.
Knowledge such as properties, insurance, risk management, investments, retirement, taxation and many others (IQPF, 2019). To obtain desired results, it's also important to always consider several variables when planning your finances.
Your central point of contact
Managing all of your finances can be tricky. It gets even more confusing when the time comes to ask questions on different topics such as accounting, corporate laws, tax specifics etc.
- Who to call?
- How do I know if it really benefits me in my financial goal?
- How do I know if I'm getting advice that is right for me? For my unique situation?
Q: What if you had a personal group of professionals by your side, there to assist you with your financial goals and give you advice in the most optimal way?
A: You get the best professionals to help you reach your financial goals.
Retirement Plan
Your retirement. Your peace of mind. There are many ways to reach your financial goals for a stress-free retirement.
Our approach makes sure to offer you all the options available to reach your goals. We keep you informed of the market developments, to seize the opportunities and to be aware of the risks possible.
Have a clear vision and optimize your retirement plan to get the most of it.
A simplified retirement plan in 7 steps
1. Evaluate
Evaluate all of your current finances.
2. Identify
Identify your retirement goals.
3. Evaluate
Evaluate the amount of return you need to reach your goals.
4. Calculate
Calculate the amount to reach for your strategies.
5. Maximize
Maximize your taxation.
6. Optimize
Optimize your return on investment and your income.
7. Follow
Follow your progress and optimize your plan.
Estate Planning
Proper planning for a stress-free future.
Would you like to transfer your inheritance without constraint? Offer a financial fund to a loved one? No matter what are your futures plans, it’s essential to plan it to make the most of it and gain major savings. Especially your taxation. A future without anxiety for your loved ones is possible.
By becoming a customer with us, you receive advice from professionals who have your financial goals at heart. You get a personal financial advisor to offer you the best options suited to your situation.
We become your central point for all your requests to easily reach your financial goals.
Risk Management Plan
No one is safe from risk. We can all experience an unfortunate situation and find ourselves filled with anxiety and having to manage a lot of things. Our goal is to help you prevent any risks. If something would happen, you will have peace of mind of total control, knowing that you have a team behind you.
Health & life insurance
Avoid stress by planning protection. As soon as a problem comes, it’s more difficult to keep your finances stable. A serious illness or the loss of a loved one can have a huge impact on your financial security.
Avoid this source of stress by planning now.
Professional & entrepreneurial insurance
Your business is a part of you. We know that you have spent an enormous amount of time building and developing it to achieve satisfactory financial returns.
Unfortunately, a situation such as a lawsuit can put you in a difficult situation. With good property insurance, avoid a setback affecting your success, stay focus on your accomplishment.
Optimal management of your portfolio
To obtain financial results, it’s essential to combine your portfolio with your retirement plan. If a particular situation comes, the fact that they are merged allows you to find your way back to your retirement goal.
Tax Planning
What if you could have more liquidity to invest in? By lowering your tax burden, you will have more amount to reinvest to achieve your financial goals.
4 opportunities to improve your tax planning.
- Include family.
It's sometimes possible to divide income among family members to achieve great savings. - Postpone.
Income tax-deferred allows a higher return on investment. - Tax deduction
Always try to find a way to deduct a portion of your earnings. - Decreasing the tax rate.
By lowering your tax rate, you will have a better chance of improving your finances.
To achieve these tax planning goals it’s crucial to work closely with other professionals. This collaborative work becomes the most beneficial option for you by avoiding major errors to remain as efficient as possible.
Include
your family
Deduction
from your income
Postpone
taxation
Decrease
your tax rate