Thanks to Kompass Ankommen, I first became involved with the topics of retirement planning and income security. Due to lack of education and ignorance in these areas on my part as well as in my environment, I was apprehensive about tackling these issues, let alone seeking professional advice.
During the consultation, my advisor Joel Graham showed me the current problems regarding the state pension and the state income protection in the case of illness, about which I was hardly informed until then. I was also shown perspectives and possibilities of how I can build up assets with my existing means in order to be able to achieve my medium and long-term goals.
The entire consultation was very informative, pleasant and above all at eye level. A lot of emphasis was placed on making sure I understood everything. I was particularly struck by the transparency of the working method as well as the general workflow, which in my opinion is very modern and designed to be understandable even for lay people.
Overall, I felt very well taken care of and am more than satisfied with the implementation of my pension plan as well as my income protection. Here I now know that I am optimally equipped for my future and also covered in the event of health adversities. This feeling and knowledge of security, which I received through the consultation and the implementation, is immensely reassuring for me. In addition to the complete clarification, I was also able to take away a lot of valuable information from this consultation, which I would have had to painstakingly gather on my own. I would recommend anyone to take advantage of this consultation, as it is an enrichment in all respects.
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