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For your family

For the people who count on you.

A family plan is not a product. It is two questions at once: what keeps the family standing if something goes wrong, and what gets built over time for the children.

See both halves

The logic

Protection first. Then building.

The order matters. Capital built over years is exposed to anything that could interrupt the income feeding it. That is why insurance protection comes first and the investment is built on top of it.

Protection is not an expense. It is what the plan stands on.

Four things a family plan covers.

Not all of them are needed on day one. But it helps to know where you stand on each.

The calculation

What could be built by the time your child turns 18?

13 years until they turn 18

Hypothetical annual return5%
Illustrative scenario

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Indicative capital

Your contributions
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Hypothetical return
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The calculations are indicative and based on hypothetical returns. They are not a guarantee of future performance or an investment proposal. The value of investments can rise or fall. Useful information & assumptions

And what could it be for?

  1. 01

    Studies

    Fees, living in another city or country, the years before there is an income.

  2. 02

    A first step

    The deposit on a home, or the capital behind a first attempt at something.

  3. 03

    Time

    The room to choose without being pushed by a date.

The capital is not earmarked in advance for any particular use. What it is for is decided by you, and can change.

Children do not need a perfect plan. They need one that started early.

The process

How we start.

  1. 01MappingWhat already exists: cover through work, loans, savings, obligations.
  2. 02GapsWhere the family is exposed today, and what matters most.
  3. 03PlanWhat comes first, what can wait, and at what cost.
  4. 04ReviewThe plan changes when the family does: another child, another home, another income.

The home

A mortgage is usually the largest obligation a family takes on.

See how we approach it

The next step

Let’s look at where your family stands today.

One conversation is enough to show what is already in place and what is missing.

Book a meeting