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Retirement the way you want it

Our comprehensive financial checkup will ensure nothing is overlooked.

Request a free financial checkup

A 360° approach to preparing for retirement

Everything is connected: your pension, real estate, and investment portfolio, plus your tax affairs and aspirations in life. A decision made today can ripple into the future – that’s why you need to take a 360° approach to your retirement preparations.

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Ensuring nothing is overlooked

Your situation is unique – which means your retirement planning needs to be customized. BCV’s financial checkup takes a comprehensive look at your finances and assets. Your advisor will help you check the viability of your plans and identify what decisions you’ll have to make before retiring.

Get a financial checkup

Your financial checkup: a step-by-step approach

Your advisor will sit down with you to do your financial checkup and define where to go from there.

Taking stock of your financial situation

We will prepare a consolidated analysis of your income, expenses, assets, and liabilities.

Identifying your needs

We will pinpoint shortfalls and other areas requiring your attention.

Considering your plans from every angle

We will help you assess their viability and ramifications.

Defining action steps

We will provide specific recommendations, depending on your priorities.

Sign up for your free financial checkup

Our comprehensive financial checkup will ensure nothing is overlooked.
This service is provided by BCV Private Banking.

Book an appointment

Useful documents

My retirement budget

This document helps you keep track of your expenses and manage your budget when you retire.

File size : 25 KB - Last update: 01.06.2022

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