A Member of PKF International Ltd.
Mandantenveranstaltung
Aktuelles aus dem Steuerrecht
Würzburg, 15th, February 2012
Firmenkontaktmesse
Career Fair 2012
Mannheim, 23rd, April 2012
Firmenkontaktmesse
jobMESSE 2012
Duisburg, 10th, May 2012
more events

Private Financial Planning

In our role as an independent service provider we also offer assistance with your private financial planning and management. In this context we help you assess your financial situation, both now and in the future. To this end we map out your financial requirements/surpluses over an extended period of time, taking into account factors such as your business activities, private consumption, real estate assets, investments and tax liabilities.

Regardless of whether you can look back on a long and successful career or are in the process of setting up your business, we can supply answers to the following questions:

  • What is my current financial situation?
  • How will my assets and liabilities develop in the coming years?
  • What would happen in the event of illness or occupational disability?
  • When will I be debt-free?
  • How much will I have to earn annually until then?
  • How much longer will I have to work?
  • Will I have the necessary financial resources at my disposal when I retire?
  • Are my assets sensibly structured?
  • Are my private assets adequately protected against business risks?
  • What happens to my assets when I give up or transfer ownership of my business?
  • How will a forthcoming marriage or separation affect my assets?

Never before have there been so many different options open to those who want to achieve financial independence, build up assets, safeguard their families and/or save for retirement.

On the one hand, such diversity offers additional opportunities for asset optimisation. On the other hand, it can lead to confusion and uncertainty.

Our financial planning services give you a comprehensive overview of your assets. You can assess how your assets are developing/should be developing in line with changing requirements and life cycles.

We adopt a holistic approach that takes account of all your assets. Together, we will arrive at an integrated concept based on your individual wishes and goals:

1.       Comprehensive review and analysis of the as-is situation

2.       Development of strategies

3.       Regular monitoring of results and adaptation of strategies, if required

In this way you receive wide-ranging ideas designed to optimise your assets and ensure sustained growth.