Assessing the current status of your portfolio
The preservation and growth of your assets requires expert advice and professional management.
- How resilient are the investments to crises?
- What impact can unexpected expenses have on the investments?
- How can unforeseen events or turbulent financial market conditions affect the portfolio, and what can you do to protect yourself against such developments?
In-depth, comprehensive and customised advice provides answers to these questions, giving you guidance and the assurance that your money is in good hands.
Bank Austria Private Banking uses an innovative Financial Planning model to analyse your financial assets in depth and objectively, comparing them with your investment objectives and finally leading to a discussion on the implementation of these measures. This gives you a better idea now of where you will probably stand in the years to come.
Financial Planning comes in two versions: classic and premium.
Both versions involve a five-stage advisory process.
Your Private Banking relationship manager will be pleased to provide you with more details on our Financial Planning model.
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