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
Es wurde auf meine individuellen Bedürfnisse eingegangen und mein Berater Herr Graf hat mir so hervorragende Angebote für mei...
Straight to the Point Unterstützung für Vergleich von Finanzierungsmöglichkeiten für Immobilienkauf. Hohe Kompetenz und sehr...
J'ai fait appel à Strike en personne de M. Florent Buser pour m'aider à trouver la meilleure hypothèque pour l'acquisition de...
Merci encore pour ce travail énorme.
Amélia et Florent ont été efficaces et à l’écoute de nos besoins. Nous avons obtenu l’hypothèque souhaitée. Merci.
Les échanges ont étés simples et efficaces. La société Strike s’est occupée de trouver le meilleur prestataire financier pour...
Notre conseiller a été parfait. Disponible, précis, rapide, de bon conseil. Des qualités très rassurantes dans cette période...
J’ai gagné beaucoup de temps et d’énergie
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.