Life Events Assets
What role do your assets play in your life? Do they motivate you, put you at ease – or do you just see the risks? Wealth planning has a lot to do with quality of life. It is worth taking the right steps for your life goals at an early stage.
Assets are often unexpected: inheritances, the sale of company shares, job promotions – life is full of surprises. Your financial resources may continue to grow. Your life stage, your income, your family situation, your plans for the future, and tax aspects must be considered and weighed. Your advisor is familiar with all the opportunities and risks associated with inflows and outflows of assets. He or she will use prudent financial planning methods to help you take account of all factors.