Personal finance

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Personal finance begins with an audit of financial flows (income and expenses), assets, marital status, balance sheet, setting goals and active financial planning for your future and the future of your family.

Certain events also occur in life that affect your financial situation.

What decisions to make?

Marriage, prenuptial agreement, divorce

Children and children's savings, benefits

Buying a home and getting a mortgage

Pension and retirement savings

Taxes, benefits, deductions

Social security, payments, loss of income

Risk and insurance

Death and inheritance

Money, bills and investments

I offer an individual approach based on your specific situation.

We discuss, analyze, optimize and plan.

What opportunities exist for certain life changes and their consequences.

Which solutions are more profitable and how to minimize the risk.

We are building a system that will help you save money and actively manage it.

You will have a clear understanding of the subsequent impact of your current family situation and your decisions on your well-being. This will ensure that you take the right action.

We are building a system that will help you save money and actively manage it.

SITUATIONS WHERE I CAN HELP

Capital

investments, real estate, inheritance, taxes, financial planning;

Marriage and partnership

financial implications, prenuptial agreement, inheritance;

Pension

how it is settled, how to retire earlier, pension savings;

Benefits and insurance

disability and insurance, illness, loss of income, bankruptcy;

Death

inheritance, will, inheritance tax, loss of a partner;

financial consequences, division of property, alimony, pension regulation;

Divorce

study, gift, inheritance;

Children

If there are any changes that are important to your assets or your situation, I will let you know immediately.

This way, you can be sure that you will never miss a good opportunity, but be alerted to the risks as well. And this is part of our joint work - financial planning!

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As a proactive financial professional, I closely follow fiscal and legal developments in the Netherlands and around the world.

The cost of individual work depends on the specific project, your situation and the request you make. Based on my experience, I can make an approximate cost of the costs.