Design your Financial Plan
Financial Planning service assists you to develop your own personalised financial plan, helping you bring your choices into line with your financial goals in life. You work with our team at Piraeus Axia Personal Banking, who use specialist tools to prepare the plan. Over time we help you implement the plan and stick to it.
Financial Planning method
1. Your advisors examine:
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- Your personal balance sheet
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- Your financial goals and time horizon
2. They develop a personalised, comprehensive financial plan.