Financial Planning E

Financial Plan

Financial planning is an important aspect of your future.

As an independent company, AskFin Consulting offers a personalized financial plan and optimizes returns with an unbiased perspective based on individual goals.

Hiring an external wealth manager offers expertise and objectivity to achieve long-term financial goals.

Pension Plan

The aim of pension planning is to achieve financial stability at retirement age.

With our expertise in the field of investments, we offer you personalized advice based on your individual retirement goals without any conflicts of interest.
With our knowledge and experience, you can optimize your pension plan to achieve your long-term financial goals.

What we offer

Design your financial future with our holistic financial planning.
We provide clarity on assets, income, and expenses to offer you long-term security.

From buying property to retirement – we deliver multi-layered solutions for all life stages.
Trust our expertise to achieve financial success in the future.

Our Financial Check Up

Comprehensive financial planning is the key to success. You don't deal with the ups and downs of financial markets, but with the indicators that you can influence yourself.

You will know the amount and composition of your entire wealth.

You will know which savings you add to your assets year after year.

You will be able to see how your total wealth will develop over the next few years and whether you will achieve your financial goals.

You will recognize whether your financial assets
are invested in line with the guidelines you have
defined.

You will become aware of the top issues that you
should address first and the ones that should be
on your radar.

Subsequent Topic Consultation

We illustrate for each topic how the scenarios you have chosen affect your income, expenses, and long-term wealth development.
Based on this foundation, we propose suitable actions so that you can achieve your goals and wishes.

Real Estate
- Buy / Sell a property
- Maintain your property
- Review your financing

Taxes
- Know your most important tax indicators
- Use tax-saving opportunities

Dreams and Life Events
- Retirement (ordinary, early, or late retirement)
- Career changes (career moves, sabbatical, etc.)
- Family changes (marriage, children, etc.)
- Major purchases to fulfill your long-held wish

Our services

Here you will find our concrete financial planning offer including prices

Download

Check-Up

Here you will find an example of a financial check-up

(German)

Themes consulting

Here you will find an example of retirement counselling

(German)

Data basis

Here you will find the required data basis

(German)

Family Office

Investment solutions

Financial Planning

Real Estate

Teams

Financial Planning

Financial Plan

Pension Plan

What we offer

Our Financial Check Up

Subsequent Topic Consultation

Our services

Check-Up

Themes consulting

Data basis

Family Office

Investment solutions

Financial Planning

Real Estate

Teams