The Update Service is the key to unlocking your best financial life. We don’t just offer individual advice on pensions or wealth building; instead, we take a 365-day approach to all your financial affairs, with your dreams and goals as the foundation. Whether you are an individual or a business owner, this approach provides you with a comprehensive overview, allowing us to make adjustments where needed. From comparing insurance policies to filing taxes or managing bookkeeping, we’re here to help.
What is The Update Service?
The Update Service is a flexible annual subscription that provides ongoing attention and support for all your financial matters. Our approach focuses on creating a stronger financial future, with targeted attention and concrete actions at the core. We guide you through crucial financial decisions, such as strategically managing your wealth, selecting the most appropriate insurance policies, and efficiently handling your tax obligations.
What Does The Update Service Include?
With The Update Service, you receive comprehensive financial guidance that goes beyond traditional advice. Our services include:
- Immediate overview with a Financial scan: A complete overview of your finances, identifying areas for improvement.
- Concrete action steps to improve your finances: Practical steps you can take to optimize your financial situation.
- Comparison and mediation of financial products: Assistance in comparing and selecting the best financial products tailored to your situation.
- Annual tax filing and preliminary refunds: We handle your tax matters, ensuring everything is processed correctly and to your advantage.
- 365 days a year of personal financial advice: Always have access to a financial advisor who supports you in all your financial matters.
Discussion Topics
Our discussions cover a wide range of topics, including:
- Disposable income: Effectively managing your income to ensure a stable financial foundation for you (and your family).
- Savings: Optimizing your savings and achieving your financial goals with targeted advice on the best savings strategies and interest calculations.
- Wealth building: Strategic advice and guidance on building your wealth towards your desired goal.
- Mortgage: Expert mortgage advice on borrowing and repayment in line with your financial situation and future plans.
- Insurance: Comparison and optimization of your insurance policies in terms of coverage and cost.
- Disability insurance: Advice on whether disability insurance is necessary or advisable based on your situation and goals.
- Investments: Investment advice to help you achieve growth without unnecessary risk.
- Pension or annuity: A well-thought-out plan for a secure future, tailored to your current pension overview and any potential pension gaps.
- Tax filing + preliminary refunds: Let our experts handle your annual tax filing to ensure everything is done correctly and in your favor.
Subscription
The Update Service is a flexible annual subscription designed for consumers and self-employed professionals. In the first year, you pay €100 per month, and from the second year onwards, the cost is €50 per month. If you choose to include bookkeeping services, the cost is €125 per month excluding VAT.
Schedule an Appointment
Are you ready to achieve your best financial life? Contact us for a financial quick scan and discover how we can help you realize your dreams and goals.