Liquidity

At our bank, we place particular emphasis on ensuring that our clients are liquid in order to provide them with the financial flexibility they need to confidently manage unexpected expenses while optimally benefiting from attractive investment opportunities.”

Income / Expense CheckUp

An income/expenditure check is an important financial overview that makes it possible to analyse income and expenditure and create a solid basis for effective budgeting and financial planning.

The interconnectedness of the pension and protection structure

The importance of the pension and protection structure

The importance of networking the provision and protection structure lies in the fact that it creates a comprehensive and coordinated financial protection for the individual. The integration of different precautionary measures such as old-age provision, health insurance and risk protection creates a holistic security network that ensures long-term financial stability and protection against unforeseen events.

Retirement planning

AV (retirement planning) Retirement planning refers to the strategic planning and design of an individual retirement strategy that enables a person to achieve financial security and stability in retirement by taking into account various retirement products and measures such as occupational pension schemes, private pension insurance or state pension schemes.