Financial Future consultation
Specially for expat Preferred Banking clients
Enjoy peace of mind today and tomorrow
The Financial Future consultation is about your financial dreams and goals: buying your first home, retiring early, funding your children’s higher education or something else altogether. Together with an adviser from the Preferred Banking team, you’ll go through a list of questions about all the important topics and receive a summary of what you’ve discussed and the next steps to take. You can process this information at your own pace and make your next decision with confidence.
Get closer to your dreams and goals. Talk to one of our English-speaking advisers.
Here’s how a Financial Future consultation helps you:
- You can discuss your future with an adviser. Our experts are fluent in English.
- You receive a summary by email, and information on the next steps
- You can achieve dreams and goals for yourself or your family
- Free consultation for expat Preferred Banking clients, with no strings attached
Here’s how it works
Enter your details and make an appointment.
One of our advisers will call you at the scheduled time. No need to prepare – the adviser will provide feedback on your ideas. Our experts are fluent in English.
You’ll be emailed a summary of the consultation, plus information on the next steps to take.