Preparation of a financial plan, our method of working is the same. You may rely on expert guidance, independent advice, a transparent approach and a spirit of creative thinking.

Upfront clear agreements

The first conversation that we have is free of charge. Based on this first meeting we make a realistic estimate of the required number of hours and, correspondingly, the cost for the entire course of advisory counsel. The basis for the cost of our services is as follows:

• For mortgages, income insurance, endowment policy and term life insurance, we use a package price (based on our hourly rate and the estimation of hours);
• For all our other recommendations, we use a fixed rate per hour.

Insight compensation

As financial advisors, we are obliged to give our clients access to our compensation system.