What issue did you approach us with and what challenge did you face?
I was recommended by a friend, the original topic was a hypothetical mortgage.
How did you solve the challenge with us?
We tackled various issues in several meetings (video calls). We discovered that income protection could be optimized first. For example, occupational disability insurance: a significantly higher benefit could be achieved with the same premium by changing the contract. I was also offered much more effective contracts for retirement provision (private and occupational) and these were explained very transparently. Further appointments on the subject of asset accumulation, also in relation to real estate financing, will follow.
Why did you decide to work with us and what were your highlights?
We responded to my individual needs. In my case, many topics were explained very transparently and in great detail at my request. Suggestions were made to me, but not forced upon me and alternatives were always shown.
Overall, I am very satisfied with the advice I received.
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