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100% independent advice on

Tax savings Incapacity of will Business transfer Invest or save Wills

We help entrepreneurs, employees and seniors make important private money choices in life. 

After clicking you will see a simple selection menu. We ask you to click twice. We will then send you videos that have been specially made for your situation.

These videos make money choices simple
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Sober in approach, modern in service

We are wealth planners for people who feel responsible for their future and want certainty about later. We make your future visible and advise from A to Z about your total, personal, financial situation. We do this in a modern, visual way so that you know exactly where you stand.

1, 2 or 3: what’s your choice?

Wealth Planning SMART

Smart advice processes on common asset questions

  • Low-threshold route for important matters
  • Everything arranged in case something happens tomorrow
  • Complicated material in Jip and Janneke language
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Wealth Planning SAFE

To make difficult choices about later easy

  • No uncertainty about your financial future
  • Realize your dreams and wishes for later
  • The road to financial independence
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Wealth Planning TOGETHER

Continuous guidance from your wealth planner

  • All your money matters arranged from A to Z
  • Independent guidance to asset management
  • Always a permanent confidant available
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Satisfaction guaranteed

In almost all cases, our customers are grateful and very satisfied with our services. That’s why we promise: not good, money back.

100% independent

We are completely independent and do not sell any financial products. We are 100% transparent and averse to vague fees, commissions or hourly rates.

Diplomas / Licenses

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Drs. / MSc Insurance

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Drs. / MSc
Fiscal Economics

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Registered Tax Adviser

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Federation of Financial Planners

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Estate Planning Specialist

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Certified Financial Planner®

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Bachelor of Pensions Life Assurance

Financial Supervision Act

What suits you best?

#1

Accessible advice on important asset matters.

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#2

No more uncertainty about your financial future.

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#3

Always a fixed asset planner at your disposal.

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In almost all cases, our
customers are grateful.

Useful info

Wealth planning

Chamber of Commerce: 73365394

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