Organize your Finances

"Organize your Finances" is a pioneering service of Piraeus Bank that is provided free of charge and exclusively to Personal Banking customers.

During a scheduled meeting with your Personal Advisor, the key aspects of your financial situation are highlighted, through the use of a specific methodology.

At the meeting, your needs are noted, your goals are prioritized, and we end up in organizing your personal financial plan. By organizing your finances, you will be able to achieve your short or long-term goals more easily.

Through the “Organize your Finances” service:

FUTURE NEEDS
We identify and track your future needs according to 6 axes:
  • Economic goals
  • Deposits and cash
  • Savings
  • Insurance and protection
  • Investments
  • Time management
GOALS
We analyze these needs together and determine your future goals
CHOICES
We evaluate whether your current choices are aligned with your needs
SPECIAL ATTENTION
We pinpoint areas that require special attention, according to our experience
APPROPRIATE SOLUTIONS
Based on the overall view of your finances, we support you in selecting the appropriate solutions

At the end of our meeting, you receive a personalized review report on the 6 axes, which highlights the areas we propose to focus on for improved management of your finances.

In cooperation with you, we plan your next moves and offer you ongoing support in achieving your objectives.

Schedule a meeting with your Personal Advisor and take advantage of the capability that only Piraeus Bank Personal Banking can offer.