Financial coaching

Financial coaching

Are you making the most of your situation?

More than just a collection of financial products

Poundwise was established in 1999, built on the vision of Marc van der Vuurst that financial planning consists of much more than a collection of financial products. For his extensive personal consultations with his clients, he introduced the term Financial Coaching. The underlying philosophy is that genuine and clear-cut client advice is impossible without knowing what truly drives your client.

And so, financial advice is always comprehensive advice. A meeting with your financial advisor may be instigated by business or by personal circumstances. Examples include establishing a company, marriage, or buying or selling a home. Every aspect is interrelated. Which is why our advisors always take every relevant element into thorough consideration. They share their findings with you, as an individual, so that you can make deliberate and carefully weighed decisions.

Poundwise: the one-stop-shop for your financial future

Our full range
of services:

Mortgages

Buying a house is an exciting experience with major financial consequences for the years ahead.
Independent and objective advice that takes into account all of your money matters will allow you to take out a mortgage that truly suits your personal situation.

Insurance

We have a reliable cooperation partner in the field of insurance. This allows us to completely unburden you when it comes to their insurances. Do you have an extensive range of insurance policies, ranging from fire and home insurance to liability and health insurance?

Pensions

We always provide pension advice as part of our financial advice. Pension advice is extremely personal advice; it requires looking ahead to how you would like to live your life in the future. And how to build the adequate financial reserves to achieve that future, based on the reality of your current situation. This calls for more than the product simply labelled as ‘pension’.

Financial planning

You have all kinds of dreams and ambitions in life, and your finances are an important tool to help make them a reality. We’ll work with you to map out the future you’ve dreamed of and make a plan to make it come true. We’ll put that dot on the horizon, so we know what we’re working towards.

Tax advice

Taxes, as the term itself suggests, are a taxing affair for many of us. Constantly changing laws and regulations make it difficult for you as an individual, and especially as an entrepreneur, to file your tax returns properly and on time.

Divorce

Divorce is an emotionally charged subject, which often makes it difficult to address financial matters objectively. Our financial coaches manage this process for you, from A to Z. They offer independent and impartial advice in the event of divorce. We consider the overall financial state of affairs and define a clear overview of your post-divorce financial position.

Asset Management

With us, any investments you make are always part of a complete financial plan. We’ll sit down with you to decide how much risk you’re prepared to take, what your investment horizon is, and how much you need to achieve your goals.

Legal advice

Some of your personal or business life stages require clear legal advice. Our legal experts can provide assistance with drafting contracts, for instance LLP or general partnership agreements, but also other legal documents for the transfer of business ownership, or loan agreements, shareholder agreements, delivery terms and employment contracts.

Real estate

For years, Poundwise has been a respected name in brokerage and mortgages in the Greater Amsterdam area (including Haarlem and Het Gooi). We work with a broad network of partners to provide you with whatever you need. That means we’ll always be able to help you with your mortgage and other financial questions.

What our clients say

Mark Schoones & Tanja Terstappen

Wrote September 14, 2020

Poundwise assisted us during the purchase of our first house. Both Glenn and Chris were always there for us from start to finish. They were available, thorough and patient. At every moment we felt that we were in good hands. Very nice to take such big steps with such confidence. Absolute must; we look forward to a long cooperation.

Do you want to know more?

Arianne Kuulkers

Operations Manager

info@poundwise.nl

+31 (0)20 305 75 55

Private services

Mortgages

Insurance

Pensions

Financial planning

Tax advice

Divorce

Asset management

Legal advice

Real estate

Business services

Employee benefits

Insurances

Administrative services

Tax and financial advice

Bookkeeping

Business consulting

Expat Services

Particuliere dienstverlening

Hypotheken

Verzekeren

Pensioenen

Financiële planning

Belastingadvies

Echtscheidingen

Vermogensbeheer

Juridisch advies

Makelaardij