Who are we?

For financial planners, a wealth strategy is an undeniable part of advice, and then 30 years of experience is quite nice.

At sparen-beleggen.nl, we have over thirty years of experience in providing innovative financial advice. Whether you're looking for a strategy for saving, investing, or retirement, we offer solutions that go beyond the standard. We focus on people who do not settle for the middle ground, but choose expert and customized advice. With us, it's all about trust, personal attention and quality.

Are you at the beginning of your financial journey, or are you ready for the next step in your wealth? Whether you're a starter, seasoned investor, entrepreneur or retiree, with us you can count on extensive expertise and years of experience.

Our approach is always independent, transparent and completely focused on your personal situation. No commercial ulterior motives, but pure advice that matches your financial goals. We guide you in making the right choices and take the hassle out of your hands, so that everything runs smoothly.

Wondering what we can do for you? Contact us for an initial, no-obligation introduction. Our fresh look at your finances will surprise you!

save

The saver is someone who chooses security over returns. Low risk resulting in very low returns. The main goal is capital preservation and having money readily available for unforeseen expenses.

defensive

Defensive investors are cautious and want to minimize risk. They invest mainly in bonds and safe mutual funds. Returns are moderate, but preserving capital is the top priority.

moderately defensive

These investors seek a balance between return and risk. They invest in a mix of bonds, stocks and real estate. Although there may be some volatility, they aim for stable long-term growth.

moderate offensive

Moderately offensive investors accept some risk for potentially higher returns. They invest primarily in stocks and diversify their portfolio to spread risk.

offensive

Offensive investors have a higher risk tolerance level and invest primarily in stocks. They seek significant long-term growth and accept temporary market volatility.

highly offensive

Willing to accept significant fluctuations. They invest in stocks, often with a specific focus, derivatives and volatile sectors for maximum growth, with significant short-term fluctuations.

Wondering what we can do for you?

With about sixty colleagues in two locations, we are never far away. All advisors are trained as financial planners and understand better than anyone how important it is to see assets in the bigger picture.

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