Income planning and pension capital.

A transparent overview of your annual income and expenses answers questions like:

• What's your current saving capacity?

• Does your revenue cover expenses, even in difficult times?

• Are there sufficient funds at key life moments: incapacity, retirement, death?

• How will your income evolve? How can you stay ahead of tax obligations?

• What steps should you take to secure your financial future?

We answer these and other questions through in-depth financial analysis with future simulations. This provides insight into your current financial situation and shows how to effectively handle future scenarios.

We analyse:

• your income and expenditure balance;

• the pension capital you'll need;

• your available capacity for donations and investments;

• whether your investments align with your income needs.

Based on your current wealth balance and income planning, we calculate how your assets will evolve. We consider parameters like life expectancy, inflation, financial market returns, real estate, and personal wishes. Then, we combine this tailored simulation with expert guidance to make your ideal future scenario a reality.