Many have mastered the saving game. The next logical step, however, is to make those savings work for you. With this plan we will analyze, illustrate why we need to invest. We will analyze your risk profile and will prepare an investment plan in relation to your preferences and needs. Also, we will detail how to follow your investment strategy and how to significantly increase your return. We will also show how you can protect your self and your family with the most optimal insurance coverage while securing the best rates.
This package includes the following modules:
1. Invest effectively – strategic and long-term investing is the key to financial success
- Why we need to invest for retirement – the only way to build financial wealth
- Self-directed investing or why we need to take control of our own finances?
- Analysis, optimization and saving on fees in an investment portfolio
- Individual risk assessment
- Preparation of a sustainable investment strategy and will endure the test of time and economic cycles
2. Insure adequately – well thought out protection is an integral part of our individual financial and investment plan
- Analysis of existing insurance policies
- Comparison of different insurance products
- Analysis of optional coverage and cost of premium
- Individual insurance profile
- Implementation of an insurance strategy
