Financial security for your future
Financial planning ensures your current and future financial security while taking into account your personal goals and needs.
Numerous optimisation possibilities
Explore early retirement options, choose between annuity and lump-sum payouts, assess income sufficiency, and manage your mortgage.
Grow your capital and discover the impact of investing in real estate or shares.
Get coverage in case of disability and death, secure your loved ones' finances, and reduce your tax bill.
Minimise your inheritance tax, understand the legal aspects of inheritance and the associated complusory shares.
Contact your local financial planner
Benefit from a consultation with one of our experts. Your personal Strike advisor is at your service in all financial matters.
Free and without obligation.
Why financial planning makes sense
Personal support and expertise from your advisor throughout the entire process and beyond
Access to the best offers from over 80 financial partners
We secure your future and help you avoid surprises
You save time, we save you money
Financial planning made simple
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Let’s meet!
Each situation is unique. That is why we need to know more about you, your circumstances, and your needs. Our first meeting is free and without obligation.
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Discover your tailor-made solution
We present you with a complete financial plan – personalised and perfectly adapted to your needs.
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That’s it!
We take care of everything so you can focus on what matters to you: this new stage of your life!
They have trusted us
Excellent suivi tout au long du processus d’achat d’un bien. Conseiller extrêmement professionnel, sympathique et disponible...
Nous avons beaucoup apprécié le professionnalisme...
Nous avons beaucoup apprécié le professionnalisme et la compétence de notre conseiller. Il a toujours été très réactif et à l...
Working with Mr. Graf has been nothing short of outstanding. From the very beginning, he was prompt, responsive, and deeply e...
Mr. Graf didn’t just help us finance our dream home; he advocated for us tirelessly, dealing directly (and patiently!) with a very difficult and demanding seller on our behalf. His professionalism, integrity, and genuine care for his clients truly set him apart.
He’s an absolute rock star in his field — trustworthy, knowledgeable, and always willing to go the extra mile. We can’t thank him enough and will definitely be turning to him for any future financial needs. We could not recommend him more highly, ask to work directly with him!
In this case, saying that Alessandro Graf went beyond expectations is an understatement! From the very beginning — all the wa...
Alessandro’s professionalism, patience, and deep understanding of the mortgage process made a huge difference for us. He didn’t just handle the paperwork — he provided thoughtful advice that truly helped us make the best decisions and feel confident throughout.
Honestly, the only thing missing was his ability to predict future interest rates… but let’s be honest, nobody can do that! 😄
We couldn’t be happier with the service and highly recommend Alessandro Graf to anyone looking for a mortgage broker who genuinely cares, goes above and beyond, and delivers exceptional results.
We recently purchased an apartment, and Mr. Gorski supported and advised us throughout the entire process, ensuring that all...
It has been a pleasure to interact with Endrit. From day 1 he has always been available, competent, supportive and transparen...
Sehr kompetent und hilfsbereit.
War jederzeit für mich da!
Any questions? We answer them!
Financial planning is a structured process designed to help our clients manage and optimise their personal finances. It involves a comprehensive assessment of the current financial situation, setting short, medium, and long-term financial goals, and implementing strategies to achieve these goals. Effective financial planning allows you to take control of your financial future, optimise your financial situation, and be prepared for life's uncertainties.
Our primary focus is analysing your personal goals and needs. During financial planning, we address the following key areas: retirement, insurance, and investments. Additionally, areas such as taxation and estate planning are always considered in our comprehensive analysis.
The benefits are numerous, but the most important ones highlighted by our clients include:
- Cost savings
- Concrete and personalised recommendations
- The opportunity to grow your capital
- Access to all market offers through our partners
- A qualified personal advisor
- Significant time savings
Financial planning is for anyone who wants a clear and precise understanding of their current financial situation and the achievement of future goals. A detailed analysis will be particularily useful if you have available funds (e.g. from a property sale), allowing you to optimise your financial situation, incorporating aspects such as taxation and estate planning.
Financial planning can also be an opportunity to review your insurance coverage and identify any gaps that need to be addressed to secure yourself or your loved ones.