Specialisation
How I can help you
Tailored investment strategy
I will put together an investment strategy based on your goals, time horizon, means and attitude to risk. We look not only at where to put your money, but also at when you will need it.
Protection first, returns second
The priority is not the highest possible profit at any cost, but making sure you don't lose your money. Only on that basis do I look for a sensible return.
A portfolio independent of any brand
I am not tied to the products of any single bank or insurer. I build portfolios from low-cost ETFs run by leading global asset managers.
Building wealth and a regular income
Together we plan when and how much you will need — for a reserve, your children and a regular income in the future. You will see the expected development of your assets in a clear chart.
Financing
I will help you set up a mortgage or loan that fits your plans and makes sense for your budget in the long term.
Ongoing care
It doesn't end with signing the contract. I monitor the market, adjust your portfolio when needed and keep you informed.
Would you like advice from me personally?
Write a few lines about what you're dealing with and I'll get back to you.