Portfolio

Fully customized

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 matches your situation, wishes and goals.

Always adaptable

You can always and everywhere change or cancel your plan, wherever and whenever you want.

A plan that fits perfectly.

We will create an investment portfolio for you that perfectly matches you and your goals. To get a good idea of who you are, we will ask you a number of questions in advance. We also map out your financial situation. We give this a score and call this your financial profile. Based on this, we estimate what risks you can take and which style of investing suits you best.

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

Then we execute this plan for you by implementing your investment strategy. You can always choose to adjust your plan. We immediately process your new wishes into your strategy. Do you want to take less risk? Then we will ensure that we purchase safer investments for you. Do you want to deposit less per month, but still get the same return? Then we will invest more boldly for you.

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

Good to know: every goal is different and requires a different plan. That's why we create a unique strategy with a suitable investment portfolio for each goal.