How We Work

The client experience

Working in partnership with you

When we commence a relationship with you, we are at the beginning of our commitment to helping you on the road to financial security. We start by analyzing your current financial situation. This will give you a clear understanding of your current position and whether you are at the right road to meet your future goals. Only by fully understanding what your most important short, medium and long term goals are will our financial planner be able to proceed with your own bespoke financial strategy. We will ensure we minimize your tax liabilities, design your investments to meet your goals, provide protection in case the worse should happen and create a retirement plan to give you the perfect balance both financially and personally.

The most important aim of our financial service is to generate the perfect financial strategy to achieve your objectives.

We evolve in line with your needs

We know from years of assisting clients that plans often change. This can simply be as a result of reassessing your financial goals and objectives which may be foreseen or due to outside influences such as changes in legislation. Your financial planner will carry out routine reviews with you, to give you expert and trusted advice. We aim to ensure your financial strategy continues to be applicable to your changing needs. Our philosophy is to build a strong and lasting relationship based on trust and results. We believe that is the reason our clients stay loyal to us.

Get in touch with Brugest AG

Contact us to find out more about our services or to make an appointment with one of our advisors:

Become a Brugest AG client

Take the first steps towards financial independence by becoming a Brugest AG client;

Begin the application process