- Holistic planning is strategy consulting
- comprehensive, networked, coordinated
- neutral, product-independent
- long-term, adapted to the life cycle
How should I draw my pension, as an annuity or a lump sum?
Can I afford to retire early?
How much will my pension be?
How can I optimize taxes?
How do I ensure my income after retirement?
Can I maintain my accustomed standard of living?
Should I pay off my mortgage?
Will my life partner be taken care of when I die?