Independent financial planner approved by the FSMA

Insight in my finances & financial future ?

That is why I have my financial planner.

Asset planning

I want my assets:

to maximise growth
and give me security for my retirement
and I can live well off it (preferably now)
and not leave my life partner out in the cold if I die or become incapacitated first
and I can possibly give a boost to my children (now or later)

Therefore, I put together a financial plan so that I know what to allocate from my assets to what purpose. So together with my financial planner, I do asset planning >>

As my retirement approaches, I want to:

get a view on when I can retire,
what my income will be,
how to use my retirement capital (savings, investments, insurance, real estate) for additional income,
knowing whether I will be allowed to continue working and what the consequences of this will be,
and what to prepare for if something happens to me.

I therefore review the whole situation with my financial planner and together we draw up a plan for retirement/pension planning >>

Succession planning

Because I know that for a good succession there is best thorough preparation, I look with my financial planner at:

what I want goes to what I want,
how I can make that optimal (as little cost as possible, as much security as possible),
what then is the best structure for my assets,
and I know what consequences that will have for me and my life partner.

Therefore, I put together an inheritance plan so that I can optimise my assets for that. So together with my financial planner, I do succession planning>>

Guidance

But my planner can do more for me than just planning.

I want to be helped to execute that planning. So I ask my planner for guidance >> in all the actions of the plan.

And when my planning is done, I want it to be followed up:

I want to know periodically whether I am meeting my targets
whether there are any changes I need to make,
whether my investments are yielding what I had in mind,
and whether I need to adapt to changes in my personal situation.

That is why I have regular appointments with the financial planner to follow up on my plan>>

Follow-up

With the financial plan, my financial planner knows my situation, wishes and goals and can take all of this into account.

And that’s exactly why the planner is the ideal person to assist me in other financial decisions – either as a sounding board or as an advisor. And because my planner is independent, the advice is in my best interest.

The planner helps me to choose the best solution >>.

Financial life coaching

What do customers think of Personal Finance Planners?

Peter is the best! Ik dacht dat het niks voor mij was, personal finance planning, dat ik er niet ‘rijk’ genoeg voor was. Peter heeft de tijd genomen om écht te luisteren naar wat mijn objectieven waren, heeft vervolgens alles uit de kast gehaald om die vollédig te behalen en is daar volkomen in geslaagd. Geen nodeloos gezever, to the point, efficiënt en totaal afgestemd op waar ik behoefte aan had. Mijn feedback integreren en toch het been stijf houden waar het moest. Helderheid en structuur scheppen in de warboel die ik over de jaren gecreëerd had. Klant- en servicegericht, transparant, competent, empathisch, betrouwbaar en niet rap content, het moet perfect in orde zijn. Ik heb nu overzicht, inzicht, peace of mind, een duidelijk actieplan en een down-to-earth expert die me coacht waar en wanneer het nodig is. Top. En daarom is Peter the best!

Ingrid Lammens

ILAMARA BV

Je n’avais jamais mesuré toute l’importance et les avantages d’avoir à mes côtés un conseiller financier, jusqu’à ce que je m’adresse à PFP. D’autant plus quand il est disponible, à l’écoute, fiable, hyper-professionnel et engagé à fond dans les intérêts de ses clients. Autant de qualités que j’ai trouvées chez Peter, que je ne remercierai jamais assez pour la pertinence de son analyse et de ses conseils.

Stany van Gelder, BABEL Eurocommunications S.A.

After over 30 years of a dense professional life, it was about time I have a closer look at my personal finances. Peter listened carefully to my constraints, wishes and concerns, and put together a setup that best fits my needs. He does not come with a one size fits all approach, nor a patronizing attitude assuming he knows best what my priorities should be. He is a true partner, with absolute integrity.

Darius Blasband, CEO RainCode Group.

Ik had nog nooit met een financieel planner gewerkt, laat staan er van gehoord. Maar voor het vastgoed in onze successie was ik niet zeker of het wel allemaal in orde was. Peter ging volledig mee in ons plan en had een heel grondige aanpak . Hij rekende alle mogelijkheden uit en toonde ons de risico's. Maar ook wat we in die gevallen konden doen.

Wat we heel geapprecieerd hebben was zijn engagement. Hij gaf ons een heel aantal tips en adviezen voor ons vermogen en heeft veel uitleg gegeven opdat wij dit nu ook goed verstaan. Hij heeft ons vertrouwen dubbel en dik verdiend.

Marc De Wachter

Gepensioneerd

Why should I work with Personal Finance Planners?

Independent advice & support

I only want advice if the adviser does not sell me products for which he is commissioned.
My financial planner must be approved by the FSMA as an independent financial planner.

My plan is a real plan and not a document to put in a cupboard. So my financial planner is happy to make time to guide me in its implementation.

In all domains

I want a multidisciplinary approach: my personal situation is analysed in detail, and from a tax, legal, financial and social point of view.

I want an overall view on all aspects of my assets, together with personalised advice.

Tailor-made

My plan is written specifically for me, tailored to my personal situation, my wishes and my goals.

But it remains my personal plan and therefore there is room for my specific questions here.

Experience

My financial planner has extensive experience in the financial world. Well-known experts from the network are called if necessary and if I wish so.

Discretion

My financial planner guarantees complete discretion in processing my personal data.

Correct & integrity

My financial planner always puts my interests first and I must always be able to trust him.