In the current economic and social climate financial planning becomes more and more important. You are expected to make sure you have income after you retire and in case of any calamities. The laws on these issues are becoming more and more complicated. Reductions with regard to pensions, mortgage interest relief and social security have a direct affect on your financial future.

A carefully considered financial plan will provide you with insight into the progress of your income and capital in various situations. showing financial risks and opportunities in your specific situation which will be useful in making decisions on important situations. For example, the start or end of a business, a marriage, a new home, a business transfer, gifts, (early) retirement, a divorce, paying off a mortgage or residence in a healthcare institution.

Our approach

At BDO we help you make an overview of your wishes and goals, whether these are feasible and what points will be important for you to consider. This will create a plan that also includes financial and tax advantages. thereby not ignoring events that may directly affect your financial situation, such as. incapacity for work, unemployment, death or divorce.

Our advisers have all the necessary knowledge and experience in house to draw up a Personal Financial Plan for you. What characterises them is their personal approach. At BDO tax advisers, pension specialists and estate planners always work together in multidisciplinary teams. As we are not concerned with selling insurance, finance and savings products, you can always count on a fully independently compiled plan.

Contact

If you would like to know whether your wishes, goals and dreams are feasible? Please contact one of our advisers for more insight into your financial planning. There is more information on our services in the Financial Planning leaflet (in Dutch).