Retire like a boss

FinMarie Elite – How we are different?

FinMarie Elite financial planning is the process of meeting Your life goals through the proper management of your financial resources. These may include purchasing a home, saving for college, or planning for retirement. Our goal is to adopt a big-picture, integrative approach to your personal finances.

Insight – Clarity – Purpose – that’s FinMarie Elite

We provide a spectrum of advice based on your goals. From basic investment guidance to ongoing asset management and retirement planning. You and your Financial Advisor will collaborate to assess your needs and customize an approach that works for you.

Life’s Events

Getting married

Having a child

Getting a new job

Setting up a business

Real Estate Planning

Tax planning

Insurance planning

Divorce

Loosing partner

Moving into retirement

FOR EVERY WOMAN, ANYTIME

 

Whatever your gender, race, age, culture, preferences and level of confidence, we want to help you to widen your financial horizons. Whenever you’re ready, we’re here to help you think big by starting small.

The future of finance is female

What to expect?

  • We are your partner in planning your goals and setting your savings
  • We analyze and evaluate your financial status, review your progress and update your financial plan
  • We make the most of your money with the latest tips and insights from stock markets
  • We help you to understand the retirement income options available, and give you any information you need, like Retirement Savings Planning or Social Securities Strategies
  • Tax Planning and Insurance Planning
  • To help maximise your investment knowledge and understanding, we organise a range of exclusive seminars and events that give you the latest insights and perspectives from leading experts.

Connect with us

For women looking to invest 50 k € or more, FinMarie Elite offers Private Wealth Management. Enter your details, and we’ll be in touch.

Call us now to book a free no obligation appointment. We’re available Monday to Friday from 9am to 5pm.