Retirement

Financial planning

Analyse your current financial situation so that you can make plans at an early stage.

Your benefits at a glance

  • Comprehensive analysis of your assets and detailed overview of your current financial situation
  • Depiction of your current investments in terms of risk and return
  • Depiction of your tax development including opportunities for
    optimisation
  • Transparency regarding your pension benefits at retirement age
    and in the event of illness, death and disability

Identify financial opportunities and risks

Financial planning takes a thorough and comprehensive look at your financial situation. It shows you opportunities to optimise and how to achieve your financial goals in the long term.