Excellent Finance | Financieel advies Amsterdam

About Excellent Finance | Financieel advies Amsterdam

Excellent Finance is an independent financial advisory firm with locations in Amsterdam and Den Helder. It offers financial advice and planning for personal and business finances.

Services

The firm advises entrepreneurs, professionals and private individuals on financial matters. It also offers subscriptions with periodic guidance.

• Financial advice and planning
• Purchase guidance
• Administration and financial bookkeeping
• Mortgage advice
• Mortgage refinancing
• New-build mortgage
• Pension advice
• Insurance advice
• Risk management
• Cyber risk security
• Financial planning
• Wealth planning
• Buyer’s agent

Subscriptions

The subscriptions provide periodic guidance and contact between appointments when circumstances change or financial questions arise.

• Comfort subscription
• Excellent subscription
• Entrepreneurs’ subscription

Who it serves

The firm focuses on entrepreneurs and professionals, and advises, among others, DGA’s (director-major shareholders), zzp’ers (self-employed professionals) and salaried professionals.

• DGA’s (director-major shareholders)
• ZZP’ers (self-employed professionals)
• Entrepreneurs with holding companies
• Salaried professionals

How it works

There is a no-obligation, confidential introductory meeting with an adviser. The advisers work independently and consider what suits each situation.