Financial planning

Financial planning

Advice on financial planning is a very important part of our comprehensive range of services. A number of situations can pose challenges for private individuals, since now more than ever, we are encouraged to make concrete plans for our financial lives and to reduce risks.

What are the benefits of financial planning?

The client enjoys security and good organisation in their financial affairs. The financial options available take into account personal requirements and wishes. The client is provided with a comprehensive and clear overview, has an increased awareness of money and enjoys an optimised tax and asset investment set-up. Portas Capital Ltd provides neutral support for establishing goals, points out options for action and is always on hand when needed.

Advantage of financial planning with Portas Capital Ltd

The client has a contact person who knows their full financial situation.

Aspects of the field of financial planning include:

  • Asset generation and wealth management
  • Home financing
  • Life insurance
  • Pension planning with a staged plan
  • Young entrepreneurs/business development
  • Regulation of company succession within a family or to a third party
  • Tax considerations

The contents of a planning report include:

  • Performance of assets, expenses and expenditure coverage
  • Investment stages and income stages
  • Tax implications
  • Implementation proposal

Our range of services is tailored to every phase of our clients’ lives, and is rounded off with advice on questions regarding financial planning, asset management for occupational pensions, and support, for example in the selection of suitable real estate financing.