Financial & Wealth planning

What is financial and wealth planning?

Financial and wealth planning is the process of creating a roadmap for your money and tracking your wealth that will help you achieve your short- and long-term financial and wealth goals. This includes creating a budget, saving for retirement, and investing in stocks, bonds, and other assets.

Assessment of your financial situation through a financial statement.

Compare this assessment with a crash test and your desired situation.

Developing a strategy.

Why is financial and wealth planning important?

Financial and estate planning is a process that involves optimising your financial situation and assets, regardless of your age and means. It enables you to realise your dreams and achieve your financial goals.

Are your dreams achievable? How much will they cost you? What investments should you make? Are your various risks (personal and financial) adequately covered?

Financial planners can help you answer these questions and any others you may have about your financial situation.

Develop a personalised action plan that will help you achieve your goals.

1. Objective assessment of your personal financial situation

2. Comparison with the desired situation (your objectives)

3. Developing strategies based on your priorities

Based on the information you provide, we will analyse your current situation and develop strategies and recommendations. You can then decide together whether or not to implement the proposed strategies and determine the method and frequency of monitoring your case.

We ensure your peace of mind

Nous assurons votre tranquillité d’esprit

1. Regular review of your progress

2. A reassessment of existing financial and insurance strategies

Practical advice

We address the six situations covered by financial and estate planning:

1. Your personal and family situation

2. Your financial situation

3. Your tax situation

4. Your situation in retirement

5. Your situation at the time of death

6. Your protection status

What our customers say

We are delighted to be working with Mr René Sempels from Quercus Risk & Capital. Always responsive to our requests and knowledgeable about his products, Mr Sempels has helped us to drastically improve our pension costs, while providing regular training for our employees.

Marc HousieauxKartesia Belgium

I am delighted to acknowledge the exceptional service, availability and professional competence of my broker. It is always reassuring to know that you are in good hands when it comes to your insurance and financial needs. I cannot recommend him highly enough. customers of

Dr Françoise GheurLouvain-La-Neuve

Since René Sempels took over the management of my pension, I have found that he is always willing to go the extra mile to defend my interests, while dealing with insurance companies in an efficient and constructive manner and keeping me fully informed of developments.

Nick LockettUK

The advisers at Quercus Risk & Capital are geniuses at wealth planning. We have put in place a solid strategy to manage and grow my assets through dedicated management. I am extremely grateful to have their expertise at my side.