Financially prepared for your retirement
Will you have enough left over after you retire to live comfortably?
From your pension to your insurance policies: we’ll explain how your choices affect your day-to-day life.
What would you like to be able to do in the future? We’ll help you get to grips with your finances, so you know what steps you can take today.
Perhaps you’d like to travel the world, work one day less a week, help your children or retire early. But when can you do that? And how much will you need to make it happen? Questions like these start with how you want to live and what your dreams for the future look like.
We also look at what happens when life doesn’t go as planned. Your insurance policies are part of that picture. We take a holistic view: making sure you don’t pay too much, that you’re properly covered, and checking whether your current package still suits your situation.
Tell us what’s on your mind and what your dreams are for the future, or explore the topics below that are important to you.
When it comes to major, important matters such as buying a home, it’s reassuring to be able to receive guidance in your own language.
We’ll work out which monthly costs suit your everyday life, leaving room for the things that matter to you, so you can simply enjoy life.
For over twenty years, we have been helping people in Rotterdam and the surrounding area with their financial decisions. We know all the key players in the region and use that experience to help you with your plans.
We’ll listen to your plans, ask follow-up questions if anything’s unclear, and work out what suits your situation best. And the paperwork? We’ll take care of that for you.
Will you have enough left over after you retire to live comfortably?
Targeted saving or investing, tailored to what you want to achieve with your money.
Being properly insured. Are you already covered? What do you really need, and what’s particularly useful?
Reviews that people have left themselves on Google.
Book a free consultation. Just a good chat about your situation.
The first consultation is, of course, free of charge. We’ll discuss your situation, plans and any questions you may have, and see how we can help you. We’ll then explain what the next steps are, and any costs that may be involved. That way, you’ll know exactly where you stand from the outset.
Yes. We are not tied to any one bank or insurer, and we do not work on commission. We are familiar with all the providers, their costs and their terms and conditions. We’ll look at which provider best suits your situation.
Think about what you’d like to discuss and what plans or questions you have. A rough overview of your income, fixed expenses and any mortgage will help us get started, but it isn’t essential for the first meeting.
Would you like specific advice during the first meeting? If so, it would be helpful if you could bring your payslip, a statement of your savings, a list of your loans, etc., or send them to us in advance.
If you’d like, we can set up your account on the client portal in advance so you can upload documents. Please let us know when you book your appointment, and we’ll create an account for you.
Yes. Even if you’re an expat, we can help you with your mortgage and other financial queries. We’ll look at how your income and circumstances factor in and which options are best suited to your situation. We have extensive experience in this area. The consultation can be in Dutch, English or Polish.
You’re welcome to visit our office on the Slinge in Rotterdam. Of course, you can also book an online appointment. Whichever suits you best. You’ll receive the same personalised attention and clear explanations.
We’re open Monday to Friday from 9.00 am to 5.00 pm and on Thursday evenings by appointment.
Yes, of course. As an entrepreneur, your annual income can vary. We’ll look at your personal and business circumstances and find out which mortgage options are best suited to your situation. You can also come to us with any questions you may have about your pension, insurance and financial future.