Ongoing Support & Advice
Personal support throughout your investment journey
Long-term success requires ongoing support
Building wealth is a marathon, not a sprint. Along the way there are market fluctuations, life changes and new opportunities. You need a partner to accompany you.
Our ongoing support ensures that your portfolio always matches your current situation – and that you're not alone when it comes to important decisions.
Why ongoing support pays off
Personal point of contact
Always the same advisor who knows you and your situation
Regular reviews
Quarterly or annual reviews with suggested adjustments
Proactive updates
We inform you of important developments
Response time
Fast responses to urgent questions
Performance reporting
Regular reports on how things are developing
Life changes
Adjustments for marriage, children, job changes, etc.
In-depth knowledge
Annual review
Once a year, we carry out a comprehensive review:
- Has your life situation changed? - Are your goals still up to date? - How has your portfolio performed? - Is rebalancing necessary? - Are there new optimisation opportunities?
Quarterly reports
Every quarter you receive a report with:
- Your portfolio's performance vs. benchmark - Current asset allocation vs. target allocation - Key market developments - Recommendations for the next quarter
Clear and understandable, without financial jargon.
Proactive advice for life changes
Major life changes require adjustments:
- Marriage or divorce: adjusting beneficiaries and goals - Children: additional savings plan for education - Buying a house: liquidity planning and mortgage advice - Job change: adjusting your savings rate and pension fund analysis - Inheritance: integration into your overall wealth
Accessibility and support
You can reach us by email, phone or video call. For urgent questions, we respond within 24 hours.
No waiting loops, no call transfers – you always speak to your personal advisor, who knows you and your portfolio.
Avoid common mistakes
These are the mistakes we see most often in practice
Only getting in touch when there's a problem
Missed opportunities and avoidable mistakes.
Not communicating life changes
The portfolio no longer matches your situation.
Not reading your reports
No understanding of your own investments.
Thinking short term
Panic selling in crises, missed recoveries.
Checklist: your next steps
What you can do right now
Frequently asked questions about Ongoing Support & Advice
Answers to the most important questions
Related topics
These topics might also interest you
Personal consultation
We're here for you
By your side for the long term
Market monitoring, rebalancing and strategic adjustments – we're here for you.
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