Case Study

One of our trained, certified and experienced Expat Consultants will have a free 1:1 Meeting with them. This can be online or face to face – as you prefer.

As a starting point we ask the following two questions:

What do I have to do today, to make this a valuable appointment for you?

and

What are your expectations for our Meeting today?

and then we will listen, we will ask a lot of questions and try to understand who you are and what is your situation, how can we support you, this includes:

• We will introduce our personal and holistic Consultation & the German Sherpa / SwissLife Select Best Select approach
• We will ask about your personal Goals and start the goal planning process together with you.
• We will guide you through and will explain your Salary Slip, line by line.
• We will check your expenses together with you and set up a financial planning / expense planning for you.
• We will match your financial „as is“ vs. „go to“ status

Either in the first meeting or in a second meeting we will come up with our individual consultation concept and

• We will provide your individual solution