As an intermediary, you are a specialist in your field and you strive to provide optimal service to your relations. In the areas where you are not a specialist, your clients will seek advice elsewhere. Third parties may try to interest your clients in other services, your areas of expertise. Just think of banks that also distribute insurance.
We have extensive experience in supporting intermediaries (insurance, mortgages), whereby your position remains guaranteed. For example, we draw up a financial plan for your business relations, and your business relation will naturally purchase the necessary financial solution(s) from you.
We can also support you with our extensive range of services.
Reciprocity is of great importance to us in a partnership. Where our clients need financial solutions, we will certainly call on you. Our office does not mediate in financial products itself.
Activities that take place within our office under this main group include:
* Providing a financial, fiscal, notarial and legal service
* Support for independent investment solutions for your clients
* support for inheritance law lectures for your relations
Do you have any questions or would you like a no-obligation consultation? Then please contact us using the form below.