Webinar replay
Retirement
Regaining lost time
Retirement is fast approaching, and it's the perfect time to treat yourself to the ultimate adventure. Find out how we can help you prepare for this new stage in your life with complete peace of mind.
-
Determine your income requirements
Calculate the approximate amount you will need each month to maintain your standard of living after retirement.
-
Start saving early
The earlier you start saving, the more time your finances will have to grow, thanks to compound interest.
-
Maximise your Pillar 3a contributions
Contribute as much as you can to your Pillar 3a account each year to take full advantage of the tax benefits.
-
Diversify your investments
Avoid putting all your eggs in one basket. Invest in various assets such as equities, bonds and index funds.
-
Regularly evaluate your retirement plan
Review your savings and investment strategy regularly to take account of changes in your personal situation and market conditions.
Pension analysis
A pension analysis gives you a complete overview of your future financial situation to plan more effectively and enjoy a comfortable retirement.
Pension
- Is it in my interest to make BVG/LPP buy-backs?
- What tax savings will I benefit from?
- What happens to my assets in the event of my death?
- How are my assets divided?
Real estate
- What level of debt can I maintain today and when I retire?
- Country house or city flat?
- Selling the house or passing it on to a child?
Succession
- What strategies can I implement to reduce the tax implications when passing on my assets to my heirs?
- How can I prepare my heirs to manage the estate effectively by providing them with the tools and information they need to take charge of my assets and financial responsibilities?
A life project is not something you share with just anyone.
Dedicated experts in every field.
-
From investment advice to delegated portfolio management, we are dedicated to safeguarding your capital and securing its growth by identifying investment solutions that align seamlessly with your values, goals, and the assurance of peace of mind.
-
Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.
-
We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.
Webinars & events
Slide 1
Slide 2
Slide 3
Academy
-
Wealth solutions
Build, grow, and preserve your wealth.
-
Pension planning
All you need to know about pension planning for people and for businesses.
-
Financing
Financing options for your real estate project.
-
Investment
Resources to learn the fundamentals of investment or to specialize.
Slide 1
Slide 2
Slide 3
Slide 4