In the scope of investment banking, Vaba bank Inc. Varaždin provides the services of asset management for those of its clients that seek safety, reliability and privacy. A quality plan is the key to success both in the private domain and in the domain of own finances. Defining the goals is an outset in the construction of a financial plan. With this purpose it is required to perform an estimate of the current financial situation, and define the need and goals for the future.
Financial plan for asset management can, in agreement with the client, include the following:
- net-value of the client's assets
- education expenses
- retirement plans
- legacy management
- investment strategy
- protection of incomes, family assets and heritage
The client will, in cooperation with his financial advisor, try to define his life goals and prioritize them, draft a plan and work out potential alternatives of the accomplishment of the set goals. Based on all the input parameters, the financial advisor will draft an acitivity plan for the client, as well as work out possible scenarios of accomplishing the desired goals and the possible alternatives. |
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