Are you making your money work smart enough?
Do the Financial Check-in
30 - 60 minutes
- Discuss your financial wishes and goals
- Receive a checklist with clear next steps
- Get personal guidance now and in the future
Take the next step with your Financial Check-in
During the Financial Check-in, you discuss your financial wishes and goals. For example, building long term wealth, creating financial freedom, growing your wealth through investing, securing your financial future or preparing for life after work. With support from a Preferred Banking adviser, you gain a clear view of your financial options.
1. Schedule your appointment
- Less than 1 minute to arrange
- Choose a date and time that suits you
- Receive confirmation by email
2. Your Financial Check-in appointment
- No preparation required
- Get immediate answers on what you can do today
- The reassurance of an expert who works with you
- Plenty of time to ask any question, big or small
3. Personal summary
- A clear summary with answers to your questions
- Concrete action points to take the next step straight away
- Everything you need, to review at your own pace and make decisions with confidence
4. Your next step
- Personal guidance with follow-up actions
- Ongoing free insights from our specialists
1. Schedule your appointment
- Less than 1 minute to arrange
- Choose a date and time that suits you
- Receive confirmation by email
2. Your Financial Check-in appointment
- No preparation required
- Get immediate answers on what you can do today
- The reassurance of an expert who works with you
- Plenty of time to ask any question, big or small
3. Personal summary
- A clear summary with answers to your questions
- Concrete action points to take the next step straight away
- Everything you need, to review at your own pace and make decisions with confidence
4. Your next step
- Personal guidance with follow-up actions
- Ongoing free insights from our specialists
These clients have also benefitted from Coach
“This conversation gave me the clarity and confidence I needed. Now I feel reassured that I have set up my Dutch finances in the right way.”
“I left with practical insights and a strategy tailored to my personal financial future.”
“For the first time, I feel confident that I'm making the right decisions to grow and protect my wealth, for me and my family.”
Wondering how Coach can help you?
Check the frequently asked questions or go to our Live Coach chat. Answer three quick questions and speak directly with an adviser from the Preferred Banking team.