FINANCIAL PLANNING

FINANCIAL PLANNING

Personal financial planning is a process of optimizing your financial situation and assets covering the following areas:

  • Legal aspects
  • Inheritance
  • Financial risk management
  • Taxation
  • Insurance and pensions
  • Investments
  • Retirement

The role of the financial planner is to help you develop your financial plan by defining specifically tailored to your needs, strategies, objectives and constraints.

Based on this, we will propose coherent actions and performance measures to achieve your objectives. This will enable you to keep track of your assets and make the right decision at the right time.

Sound management of your personal finances is key to achieving financial independence, to meet your expectations and realize your projects.


The financial planner’s activities include:


  • Explaining the approach and role
  • Define the mandate with you and ensure your expectations are met
  • Collecting the necessary personal data and information
  • Helping you determine your goals
  • Analyzing your current situation
  • Formulating strategies and recommendations
  • Drafting a personal financial planning report
  • Finalizing and presenting the personal financial planning report
  • Executing appropriate recommendations and strategies
  • Tracking your portfolio