Fully customised

Everything we do is based on your situation, wishes and goals.

Your ideal portfolio

We put together the ideal investment portfolio for you that exactly fits your situation, wishes and goals.

Always adaptable

You can change or stop your plan anytime, anywhere.

A plan that fits perfectly.

We put together an investment portfolio that perfectly suits you and your goals. To get a good idea of who you are, we will ask you a number of questions beforehand. We will also map out your financial situation. We give this a score and call it your financial profile. Based on this, we estimate the risks you can take and which style of investment suits you best.

Then you indicate what you want to invest for. For example, for your house, camper van or pension. You can also put your money to work without a specific goal.

Then we will execute this plan for you by executing your investment strategy. You can always choose to adjust your plan. We will immediately incorporate your new wishes into your strategy. Do you want to take less risk? Then we will make sure that we buy in safer investments for you. Do you want to invest less per month, but get the same return? Then we will be more daring in our investments.

You can always see exactly which investments your portfolio consists of. You can find it in the app under plans > your plan > portfolio.

Good to know: every goal is different, and needs a different plan. That is why we create a unique strategy with an appropriate investment portfolio for each goal.