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Once your needs profile has been analyzed, the consultant will make recommendations based on your circumstances and needs. Adapting them to the current moment and thus, helping you to protect your patrimony and create a wealth.
The Financial Advisor is the professional who helps to discover the financial needs, analyzing past, present and future circumstances of his client, taking into account the age, his available assets, his tax rate (SteuerKlasse), his personal and family situation, and the rest of investments or savings he may have available.
After analyzing your needs profile, the advisor will make recommendations based on your circumstances and needs. Adapting them to the current moment and thus, helping you to protect your patrimony and create a wealth.