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Refers to the optimisation of private assets, pension plans, taxes, property/inheritance matters and income/expenses budgets for the financial realisation of personal targets and requirements (early retirement, home purchasing, emigration etc.) or for addressing financially critical phases (retirement, divorce, disability etc.). Financial planning is carried out with no reference to products or suppliers.

Term-Nr.: 376

German: Finanzplanung (339)

Source: Swiss Fund Guide 2010 m. e. E., 20.04.2010

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