Skip Navigation

Important informations

Personal financial planning is a process of optimizing your financial situation and your assets. Financial planning deals with the areas of finances, taxation, legal aspects, estate planning, insurance, investment and retirement planning.

The role of a financial planner is to guide you through the financial planning exercise by helping you choose a strategic action plan that is wholly adapted to your needs and that takes your constraints and personal goals into account. Your planner will devise realistic strategies and suggest coherent measures to enable you to attain the goals you have set for yourself. With your input, your planner will set out valuable guidelines that allow you to keep track of your financial progress and make the right decisions at the right time.

Robust management of your personal finances is the key to gaining financial autonomy, achieving your goals and making your dreams a reality.

For more information, download the PDF version of the 'Check your financial health, consult a financial planner' brochure.