We helped Carina to separate her financial assets in her business from her private assets. Further we streamlined her second and third pillar of pension fund planning and set up her investment portfolio. The investment portfolio focusses on sustainability, since Carina wants to leave the world to her kids as a happy and clean place.
We helped Carina to separate her financial assets in her business from her private assets. Further we streamlined her second and third pillar of pension fund planning together with experts and set up her investment portfolio. The investment portfolio focusses on sustainability, since Carina wants to leave the world to her kids as a happy and clean place. Further it was very important for Carina that next to her business she would have a conservative investment strategy as a buffer to her entrepreneurial risks that she is facing. Also she planned to have an emergency fund of 6 months for difficult times.
