Marcel Plum

Below you will find my schedule,

please book an appointment and share the following information upfront, so that I can prepare accordingly, so that we have an efficient time together.

I need the following information from you:

• passport and residence status in softcopy
• salary slip
• existing insurance contracts
• existing loan contracts
• existing investments
• a list of your personal goals in life (financial) = also check our Video about Personal Goals in Life on youtube
• overview of topics you want to discuss