Jacob

Jacob kept working hard for the past years and he has build a comfortable financial buffer. This money he now wants to invest lucratively for his family. The self-employed IT consultant is living with his wife and two children in his private home. His hard work resulted in good earnings, but he also wants to have sound ressources in retirement. He adds 500€ per month to his initial contribution of 50,000€.

"Without any profound investment you are in difficulties nowadays. But I also have to care for my family and I want to make sure that we are still able having a pleasant live in 20 years from now on. invest4goals helps me to understand my portfolio and how I can flexibly adjust it for my current needs. Introducing me to the life-cyle model has been a perfect fit for me. I can save today - and later on enjoy my retirement. With the help of invest4goals I am now investing in a much more clever approach."

Jacob

Wait for more to come soon to see how our wealth accumulation plan works. Build Wealth, Simple, Transparent, Goal-based.

Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss. We do not provide financial planning services to individual investors. There is no guarantee that the intended goal will be reached. Changes to inputs and other assumptions may affect your potential to reach the intended goal. For Illustrative purposes only. Not representative of any specific investment or account. Diversification and re-balancing strategies do not ensure a profit and do not protect against losses in declining markets. Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.