Portfolio

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Fully customized

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

Your ideal wallet

We set up the ideal investment portfolio
 for you together that exactly suits your situation, 
wishes and goals.

Always adaptable

You can plan your plan anytime, anywhere
 change or stop, where and when you want.

A plan that fits perfectly.

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

Then specify what you want to invest for. For example, for your home, camper van or pension. You can also make your money work without a concrete goal.

Then we will implement this plan for you by executing your investment strategy. You can always choose to change your plan. We incorporate your new wishes directly 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 invest less per month, but just as much return? Then we will invest more boldly for you.

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

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