Tailor made
Strategy
for your
Goals
ABOUT ME
Finding my own passion didn’t happen overnight. Like most people, it took quite some trials & errors. Since I work at tecis, I discovered my passion for life: securing and protecting your dreams.
Not everyone loves reading hundreds of pages of “terms & conditions”. Same as not everyone loves diving into the financial world to find the perfect solution.
But I do. And it’d be my pleasure to find and create for you the perfect financial concept. Making sure that you enjoy as much as possible your life in the NOW, without worrying about tomorrow.
CONSULTATION CONCEPT
SUCCESSFUL ADVICE IN 5 STEPS
1. GET TO KNOW
In a personal conversation, we will determine your financial situation, your goals and your needs together.
2. ConCept
I will plan for you how your expenses can be reduced, income increased and government funding integrated.
3. IMPLEMENTATION
The product recommendations in your personal financial concept are optimized and finally implemented.
4. SERVICE
Long-term and strategic financial planning is a continuous process - I will accompany you on this path and provide you with advice and support.
5. FEEDBACK
Since I want to continually develop myself and my service, I look forward to your feedback. To support me, you are welcome to recommend me.
Select which type of meeting would fit your financial and investment needs. The Calendly app allows us to stay in touch and generate meetings the easiest way possible.
Looking forward meeting you!
