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.
As financial advisors, we are obliged to give our clients access to our compensation system. Below you can download the documents providing more information on our services and the associated costs: