Your financial check-up
A close look at your financial situation
Your Personal Banker will carry out a personal financial check-up based on your current financial situation.
This detailed report on your financial situation gives you have a very clear overview of the statement of assets and income, your requirements. He subsequently will formulate a solution.
A four-step plan
A four-step action plan enables your Personal Banker to draw up your personal financial plan so that you can prepare for your financial future with peace of mind!
|What does your Personal Banker do?||Action|
|Step 1||He makes an inventory of your assets.|| Your Personal Banker maps out your financial situation: income, expenditure, insurance policies, liquid assets, investments, pension provision, loans, property, etc.
|Step 2||He analyses your financial goals.||
Your Personal Banker carries out a thorough analysis of all financial projects you may have in mind for the near or distant future:
|Step 3||He draws up a plan of action.||
Your Personal Banker works out the right approach for you:
|Step 4||He helps you to take practical action.|| Your Personal Banker helps you to decide objectively and constructively on the best products and services to ensure that your financial future is smooth and problem-free.