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Detailed Insight

Following a practical inventory, we prepare a Detailed Insight for your employee, based on his/her overall financial situation. From income to assets and from savings to investments.

During a 90-minute personal consultation, we discuss this Detailed Insight with your employee and provide them with specific advice and recommendations. With our Detailed Insight, we provide insight into the future situation and enable the employee to make conscious choices – choices based on a financial analysis and our recommendations.

The Detailed Insight is a comprehensive financial plan which takes up quite a lot of time. Therefore, the Detailed Insight is usually used for older employees who must make important financial decisions, as in the case of commencement of pension benefits or early or partial early retirement.

Detailed Insight uses the financial software of Private Wealth Navigator
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If you would like more information or still have questions, please contact us.