Financial Independence Services

Comprehensive financial planning services designed to help you achieve true financial independence and build lasting wealth.

Our Core Services

Expert guidance across all aspects of financial independence planning

Investment Planning & Portfolio Management

Strategic investment advice tailored to your risk tolerance and financial goals. We help you build and manage a diversified portfolio designed for long-term wealth accumulation.

  • Personalised investment strategy development
  • Portfolio diversification across asset classes
  • Regular portfolio review and rebalancing
  • Risk management and mitigation strategies
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Retirement Planning

Comprehensive retirement strategies to ensure you can maintain your desired lifestyle throughout your retirement years while achieving true financial independence.

  • Retirement income planning and projections
  • Pension optimisation strategies
  • Social security and benefits maximisation
  • Healthcare and long-term care planning
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Tax Optimisation & Planning

Sophisticated tax planning strategies to minimise your tax burden and maximise your wealth accumulation within Luxembourg's tax framework.

  • Tax-efficient investment structuring
  • Income tax planning and reduction strategies
  • Capital gains tax optimisation
  • Estate planning and inheritance tax strategies
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Wealth Protection & Risk Management

Comprehensive strategies to protect your wealth from unforeseen circumstances and ensure your financial independence remains secure.

  • Insurance needs analysis and optimisation
  • Asset protection strategies
  • Emergency fund planning
  • Estate planning and wealth transfer
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Our Service Process

A structured approach to achieving your financial independence goals

1

Initial Consultation

Comprehensive assessment of your current financial situation, goals, and risk tolerance.

2

Strategy Development

Creation of a personalised financial independence plan tailored to your specific needs.

3

Implementation

Execution of your financial plan with ongoing support and guidance throughout the process.

4

Monitoring & Review

Regular reviews and adjustments to ensure your plan stays on track towards financial independence.

Service Packages

Flexible service options to meet your financial planning needs

Initial Consultation

Comprehensive financial assessment and strategy discussion to understand your path to financial independence.

€150 /session
  • 90-minute consultation
  • Financial situation analysis
  • Goal setting and roadmap
Book Consultation
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Comprehensive Planning

Complete financial independence plan with ongoing support and quarterly reviews.

€2,500 /year
  • Complete financial plan development
  • Quarterly progress reviews
  • Investment strategy implementation
  • Tax optimisation guidance
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Premium Advisory

Dedicated financial advisor with unlimited consultations and priority support.

€5,000 /year
  • Dedicated advisor relationship
  • Unlimited consultations
  • Monthly portfolio reviews
  • Priority support access
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Ready to Start Your Financial Independence Journey?

Take the first step towards financial freedom with a personalised consultation. Our experts are ready to help you create a comprehensive plan for your financial future.