Shoe box
Leave arranging your financial affairs to us

• You collect all your documents in a shoe box
• We arrange for it to be collected once a month at your premises
• We provide structure, execution and a summary
• Based on your financial goals

The Shoe box principle is easy: you collect all your documents in a shoebox that we collect one a month at your premises. We arrange all your financial affairs. Arranging for structure in your administration and - vitally - structure in your assets based on your financial goals is what we do. Jointly we chart your goals by checking whether your current and future financial resources are sufficient to realise your goals and by making recommendations on measures that you should take. When executing the foregoing, we work closely with your financial advisor and/or civil-law notary. In other words, the broad strokes are determined jointly. You leave the manual work - the administration and management of your accounts at various banks - to us.

If you have any questions, please send us an e-mail: privatebankingnl@insinger.com