Financial Solutions Services

We are all different, everyone has their own dreams, hopes and goals. KBC help you to realise your wishes and achieve your financial goals. No matter whether you want to protect yourself, secure your family or make provisions for your pension – KBC will provide you with needs-based solutions in line with your wishes and requirements.


Five steps to a trusting partnership

Beratung Process

It’s never too early to start on the path to financial success. Establishing a clear vision of your personal, family and professional priorities and goals is the first step. Developing a financial plan is an important vehicle to help you establish your goals, develop defined strategies to achieve those goals, implement these strategies and monitor your progress in attaining those goals.

Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your goals. As a result, financial planning often delves into multiple areas of finance, including investing, taxes, savings, retirement, your estate, insurance and more.

We also defined financial planning as the practice of putting together a plan for your future, specifically around how you will manage your finances and prepare for all of the potential costs and issues that may arise. The process involves evaluating your current financial situation, identifying your goals and then developing and implementing relevant recommendations.

A financial plan is a complete overview of the steps you’ll have to take to achieve the goals you lay out for yourself. These objectives could include paying for your children to go to college, giving to charity, paying for a comfortable retirement or maximizing the amount of money you pass down to your children.

We will help you create a financial plan after talking to you about your goals and needs. Then we will engage in a variety of services, described in the section above, to help you achieve your goals.

Financial planning is holistic and broad, and it can encompass a variety of services, which we detail below. Rather than focusing on a single aspect of your finances, it views clients as real people with a variety of goals and responsibilities. It then addresses a number of financial realities to figure out how to best enable people to make the most of their lives.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Your Partner in Achieving Financial Freedom

If you’re ready to take the next step, please fill out the contact form below, and one of our financial planning advisors will be in touch soon. It’s that simple.

Here are some of the services that we offered as part of financial planning:

Tax planning:

We often help clients address certain tax issues. We analyze your current situation and figure out how to maximize your tax refunds and minimize your tax liability. We also help you with preparing your taxes and filing your annual taxes return.

Education funding planning:

If you have children or other dependents who wish to pursue a college degree, you may want to help them to pay for it. We can help make sure you are able to do so.

Estate planning:

Estate planning seeks to make things a bit easier for your loved ones after you die. We also support you in the planning and preparation of your real estate planning so that your dream comes true.

Investment planning:

Even though we were not involved in the actual management of your assets, we can now help with your investmentportfolio by mapping out how much you should be investing and in which types of investments.

Retirement planning:

You presumably want to stop working someday. Retirement planning services help you prepare for that day. We ensure that you’ve saved enough money to live the lifestyle you want in retirement.

Insurance planning:

We can help you evaluate your insurance needs for you and your sweet family. It all about analyzing which insurances is perfect for you and enable you to protect your life at the same time saving some money.


Philanthropic planning:

It’s always nice to give something to people who need it or help a cause close to your heart. We can help you ensure you’re doing it efficiently and getting all the tax benefits you’re eligible for.


This is perhaps our cornerstone. We will support you and can make sure you are spending the right amount given your income and can also make sure that you aren’t going into debt. We will develop an accounting system which of course needs self-discipline and goal-oriented. When everything works well, you will see how the money will be working for you, instead of you working for the money anymore.

Pin It on Pinterest

Share This