Are you looking for sound and personal financial advice? Or do you want to discuss an issue that concerns your company or your employees? This is the road map you will follow together with our advisor.
WHO WANT TO GROW
HERENVEST’S ADVICE ROADMAP
At Herenvest, you can rely on expert advice. All employees (consultants and relationship managers) are qualified in their advisory discipline. The knowledge of the field is continuously updated. Our organisation more than satisfies the professional competence requirements of the Financial Supervision Act.
Introduction and assessment of the need for advice
In an introductory meeting, we will jointly establish what advice you need. We will inform you about our working method, our services, our rates and general terms and conditions. This conversation is completely free of obligation.
If you are going to make use of our services, you will give us an order to do so. The actual advice process starts from that moment on.
Inventory and analysis
Our activities start with collecting relevant information and checking this information for accuracy and completeness. In this way, your and our insight is increased, your questions can be sharply formulated and translated into concrete, numerical starting points.
We list possible solutions for you and report them clearly to you. You take the time necessary to arrive at a balanced judgment. You then indicate whether you wish to follow our advice.
Purchasing and intermediary services
Our advice may relate to taking out one or more insurances. We can mediate for you in the creation of the chosen product solution.
We regularly check whether the product that may have been created still suits your (personal) financial situation. Does the product need to be modified or is it still needed? We will also check whether another product has become available that better suits your (personal) financial situation.