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GIA diversifies and focuses on proprietary advising.
GIA has a solid business foundation and is now implementing strategic measures to maximize its growth potential. With strong leadership, a diversified business model, and increased focus on proprietary advisory
How It Works
The customer schedules a meeting session with one of our pension experts to review their retirement plans and analyze their needs. During the meeting, the customer receives an overview and examination of their overall pension situation. If necessary, a follow-up meeting can be arranged to further assist the customer.
During the follow-up, proposals for solutions and enhancements that can generate added value for the customer are presented, based on the needs analysis. The customer always has the final say, and all fees associated with our services are thoroughly discussed before any decisions are made.
The implementation of the preceding steps involves maintaining continuous communication between the customer and their advisor. We closely monitor the progress of the customer's pension savings to ensure ongoing and effective management.
Wealth planning
Private banking
Tax
Legal
