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Life financial plan:
Don’t wait until tomorrow; start planning your future today.
FINANCIAL PLANNER
Assess how your financial health looks today and for the future.
Discover how your wealth could develop from now until age 84, across various market scenarios.
A clear and personalised simulation.
Content A clear and personalised simulation.Based on the information you provide, we'll build your personal financial plan to prepare you for a range of possible scenarios: optimistic, moderate and pessimistic.
No need to set specific goals.
Content No need to set specific goals.It's even easier: we'll look at how your wealth would behave according to your income, expenses, investments, debts and property assets.
A service that's 100% free.
Content A service that's 100% free.One more way to help you plan your future in advance, with no surprises.
You'll receive all of this information in your Personal Financial Plan.
An extremely comprehensive yet remarkably easy-to-read report. It compiles key insights that will help you make better decisions.
- Life coverage. We'll calculate how many years your wealth could last based on your income and expenses.
- Your legacy. A simulation of the legacy you could leave in the long term, showing how it could evolve under different scenarios.
- Annual spending capacity. We'll estimate the level of spending you can maintain without compromising your financial stability.
- Target return. We'll analyse the average annual return you need to achieve across all your assets to keep your wealth aligned with your life expectancy.
- Liquidity coverage. We'll assess what proportion of your wealth can be liquidated to meet all your anticipated future expenses.
Your Bankinter Partner Branch
Monday to Thursday from 09.00 to 18.00 and
Friday from 09.00 to 14.00.