Creating and selling a business, purchasing and transfering real estate are life stages which correspond to specific needs in insurance, pension, taxation and finance.
This also applies to important life events such as the birth of a child, higher education, marriage and pension.
For each event, and it is essential to reassess one’s overall situation, in order to avoid such situations as shortfalls in insurance coverage or poor tax planning.
An appropriate response can only be provided if your personal situation is examined taking into account all relevant elements as well as the interactions between them. The advantage of talking to a financial adviser is to get an independent and objective analysis of your situation, indicating significant financial savings.