Objective Financial Check

Analyze your current situation, compare it to standardized target values, and receive a prioritized list of recommendations.

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What is the financial Check

A broker will find you the best product. But a broker only gets a commission if you buy. To offer you the best service possible the financial check is separate from the broker process.

Current Situation

Standardized Target Value

Prioritized Recommendation List

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Prioritized Recommendations


Basic needs

The recommendations start by securing basic financial needs. This is equivalent to earning minimum wage.



When your basic needs are secured we focus on maintaining your standard of living.



Next we focus on improve your standard of living by building wealth.