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05. Process

Together we develop an investment plan that suits your goals.

10 Minutes Phone Call: In the first step we have a short phone call to find out if and how we can best help you.
Consulting Process: In the consulting process we talk intensively about your financial wishes and goals and create a holistic investment concept with which you can achieve your goals most efficiently from a professional point of view.
Start Investing: We implement your investment concept so that you are perfectly positioned financially from now on. From now on, you have a professional expert at your side who tracks and permanently optimises your investment.