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Assess your situation and recognize your opportunities!
See how you can find solutions to these problems, making the management of your finances much easier from now on.
Is there an option to deviate from the standard terms and create custom conditions?
The need for custom terms and conditions will become apparent after the client needs assessment, also known as the Constructive Consultation. These conditions should always be carefully examined, but based on our experience, service providers and asset managers are generally open to adjustments. Typically, the constraints can be lifted through Private Banking client mandates, ensuring success along with it.
What should I do, or what does the company do to continuously maintain my interest?
We strive to align with the visions generated by the client and value their ideas. We gladly engage in inspirational and stimulating conversations that benefit both parties. While variety is important, maintaining stability is also essential, and we regularly emphasize this. Our unique aftercare service is designed to ensure balanced cooperation with our clients. Our colleagues are required to maintain regular contact with clients. Based on our clients’ needs, we provide the following services:
- Information about new products – Updating client data (if necessary)
- Receipt and forwarding of supplementary client instructions – Forwarding client inquiries
- Information and coordination regarding the custody holdings
- Coordination of specific questions, requests, and needs
Is it possible to create an investment that generates passive income?
Of course, this is a popular investment strategy among our clients. The goal is always for the investor to achieve financial independence as quickly as possible.
Our unique needs assessment, known as the Constructive Consultation, spares you from having to keep every little detail in mind. We quickly grasp the interconnections and summarize them, allowing you to easily weigh the possible advantages and disadvantages. Our clients think in terms of win-lose situations and prefer to avoid unnecessary hassle!
”The smallest morsel of genius is always accompanied by a bit of madness.
Leonardo DiCaprio
What is Constructive Consultation? Why is needs assessment necessary?
We have developed our needs assessment concept to eliminate the disadvantages of traditional communication. The constructive consultation is the most modern and effective method, capable of ensuring independent decision-making for both advisors and clients. It can confidently be stated that the constructive consultation method provides practical alternative solutions to the most important questions in the financial world, and it can handle different types of clients.
Why is the Aftercare service recommended?
The mission of the Portfolife team is to make the important result for you a reality. Alongside the result, it is just as important that you feel good during our collaboration, and that our partnership is creative and inspiring for both parties. We aim to avoid unnecessary burdens and focus solely on what matters!
Request our personalized offer
Our colleague will contact you within 48 hours with the details and inform you about our best offers.