top of page
Your advantages
Inflation protection
The right investment offers effective protection against inflation. By investing wisely, you can protect your assets from loss of value due to rising prices and achieve a solid return in the long term.
flexibility
Investment offers flexibility for your financial future. Various investment options allow you to customize your investments, take advantage of opportunities and change your portfolio as needed to achieve your long-term goals.
Tax benefits
The right investment also offers tax advantages that can increase your wealth in the long term. By investing wisely, you can benefit from tax breaks such as capital gains taxes and maximize your growth potential.
Our way of working
We advise online or, if desired, in person.
It is important to correctly understand your individual situation in order to create a tailored concept for your own wishes and goals.
1. Analysis of your financial situation
The first step in all financial matters is analyzing your current situation. This includes reviewing your income, expenses, debts, assets, and personal desires and goals. This all happens during our free initial appointment.
2. Planning your concept
After we have collected all of your information, we will step back and develop a plan tailored to you based on your own interests and needs.
3. Presentation and implementation
Next, we will present you with your individual plan. We will answer all your possible questions and optimize the concept holistically according to your wishes. If everything is right, we will implement this plan together so that you can achieve your financial goals.
Plans change
Of course, we are always at your side if your life or ideas change. Urban & Team is committed to a holistic financial concept that will accompany you throughout your life.
At your request, we will maintain regular contact with you so that your finances are taken care of and you can get through life without any worries.
Häufig gestellte Fragen
bottom of page