Future scenarios for your finances
Would you like to know now where you will be financially in a few years’ time? Our Financial Planning analysis can help you do this. Our specialists perform an in-depth and objective analysis of your finances and assets. These are then compared to what you want to achieve, which provides the basis for a detailed advisory meeting.
They look at this from five different angles:
What if?
A complete analysis also includes different individual scenarios: for example, we will calculate the impact of an inability to continue working, early retirement or major acquisitions on your wealth. A basic question is also how the structure of your wealth will change in future, from the point of view of liquidity.
Advice from our team of specialists.
With the help of financial planning, you will receive important answers to all the questions relating to your wealth and lifestyle planning. Our specialists create an in-depth analysis to provide the basis for further decisions, and give you comprehensive advice.
Financial planning in a nutshell
- Complete overview of your personal wealth situation
- Personal financial planning with your choice of scenarios and time periods for extrapolations
- In-depth detailed analysis of complex wealth situations
- Summary of current liquidity
- Pinpointing potential risk areas in case of an accident or incapacity for work
- Advice on a range of pension scenarios
- What to take into account for inheritance
- Personal aspects to remember when deciding on future investments
- Involvement of other experts – for example, for valuation of real estate, financing or succession
- Specific implementation options and alternative solutions
Please note: Because of the complexity of this task, and the depth of the analysis, a Financial Planning analysis may incur a fee.
Asset report – your assets at a glance
Would you like to have a professional overview of your assets, including your savings accounts, insurance products, securities accounts, properties, and rental apartment buildings?
As a special service for you as a Private Banking client, you can request your personal asset report directly in your 24You online banking account.
- An overview of your personal assets will be generated based on the information you provide.
- The individual components of your asset situation are shown in a structured and clearly arranged layout.
- This overview serves as the foundation for your detailed financial planning and future investment decisions.
- The asset report is free of charge.
How to get your individual asset report
- You will find the necessary online form under the following menu path in your 24You online banking account: My 24You -> User Profile -> Personal Data.
- You can enter all of your assets on the form.
- The data is evaluated by our experts and a professional analysis is prepared.
- You will receive a message when your asset report is available.
- Your customer advisor will be happy to schedule a personal consultation with you to discuss the report.
- As a further step, you can order a comprehensive financial planning analysis on the basis of the asset report.
