Your ambitions deserve personal attention
Coach helps you move forward
- One-to-one contact with a specialized adviser
- For quick financial questions or detailed financial insights
- Free of charge for you as a Preferred Banking client
Choose the consultation that suits you
Personal, free of charge and easy to book. Our advisers are fluent in English and specialized in relevant topics for expats.
Financial Check-in
- Immediate insight into your financial options
- Practical next steps you can act on straight away
- 30 - 60 minutes
This consultation is popular among clients who:
- Want information about building capital and topping up their pension
- Are considering investing
- Want to know if they are making the most of their money
80%
can start straight away with the tips they receive
90%
gain insights they could not find online
98%
experience the consultation as highly personal and useful
These clients have also benefitted from Coach
“I knew I would be earning more, but now I also know what I can do with it. I now set aside a fixed amount for that round-the-world trip.”
“I thought I had to choose between saving for my children’s education or making extra mortgage repayments. The check immediately made it clear that I could do both by distributing my monthly contributions more effectively.”
“I’m nearing retirement and I wanted to know if I have my finances well-arranged according to Dutch standards. After the conversation, I now know I am on the right track and even have room to start making tax-free gifts to my children.”
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.