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.