Insuring risks:
Checking your provision plans can help in all situations. This is particularly valuable when your personal and professional situation changes.
For example:
Quickly check your pension gap online:
No, you are not committing yourself to anything. During our meeting we will simply show you solutions that fit your current situation. You then decide for yourself whether you want to realist them or not.
Yes, the pension advice costs you nothing.
The more information we have from you, the more precisely we can address your personal situation. If you wish, you can bring the following documents with you to the meeting:
With pension advice the focus is on your working life. Specifically, it is about finding out how well protected you are against the financial consequences of disability or in the event of your partner's death. It's also about finding out how you can save money for old age. For this reason, pension advice is primarily aimed at people between the ages of 20 and 55. Our advisors analyze your benefits from all three pillars, which gives you an overview of your current situation. You will recognize any gaps and know how to address them.
With pension planning the focus is on retirement. Specifically, it deals with preparing for your retirement. Pension planning is therefore aimed at people between 55 and 65 years of age. Our advisors analyze your benefits from all three pillars, They also address the advantages and disadvantages of taking a lump sum payment or an annuity.
We would be happy to present our comprehensive advisory services to you in a free initial consultation.