The foundation of a joint business relationship is a complete and detailed long-term financial plan, which will be prepared for you by your personal advisor.

During the financial planning meeting, the personal advisor will listen carefully to your personal and professional long-term plans and goals and will analyze your current financial situation and propose a long-term strategic financial plan. A financial plan should enable you to achieve your goals in a given period of time, such as buying, building or renovating a home, raising children, and so on. Your personal advisor will also show you ways to invest in the savings and investment products that suit you best and inform you about opportunities to ensure a comfortable and happy retirement life.