Irene Wassenaar
Hello, I am Irene
Where do I stand financially in a divorce? What if a partner dies? Am I going to save or invest? Is it wise to transfer assets to my children now? These are questions I can help you with.
I feel it is important to be able to adequately help anyone with a need for help. Or if I can’t help you further, quickly refer you to a colleague or notary public.
” With a major change in your life, understanding your financial situation is essential ”
I help you with:
- Inzicht in je totale financiële plaatje (financiële apk)
- Vermogen opbouwen door sparen of beleggen
- Vermogen vriendelijk overdragen naar een volgende generatie
Als professional ben ik geregistreerd vermogensbeheerder (RVB), gecertificeerd financieel planner (CFP) en Register Estate Planner (REP). Deze keurmerken garanderen de kwaliteit van de aangesloten leden.
Wat betaal je voor mijn diensten:
- Persoonlijke Intake: € 175,- (wordt verrekend als je diensten afneemt)
- Intake via Zoom of telefoon gratis
- Advieskosten: € 145,- per uur
My personal story
For the past 25 years, I have worked in banks and asset managers. Thus, I gained a lot of knowledge about finance and investing. I have been working as an independent advisor since 2014 and have assisted many women to help them understand their financial situation.
I have 2 adult children, love to travel, socialize and enjoy cooking for friends and family.
Through my wealth manager, I ended up with Irene. Irene demonstrates a great deal of substantive knowledge and experience on the one hand and understanding of the personal situation on the other. We received advice that was appropriate and understandable…
Through my wealth manager, I ended up with Irene. Irene demonstrates a great deal of substantive knowledge and experience on the one hand and understanding of the personal situation on the other. We received advice that was appropriate and understandable for us and received tips and points of interest from Irene that really added value. In addition, she is just a very nice personality, tidy and friendly and well prepared. We can heartily recommend her to anyone who wishes to get a clear overview of his/her current financial situation and advice on important things to take care of. In any case, I have recommended her to my parents, who are also very appreciative of her.
Anoniem
It was time for a review of our returns achieved with various providers. We commissioned Irene to conduct this analysis because of her independence. Irene got the job done quickly and perfectly. In a closing discussion, Irene clearly laid out…
It was time for a review of our returns achieved with various providers. We commissioned Irene to conduct this analysis because of her independence. Irene got the job done quickly and perfectly. In a closing discussion, Irene clearly laid out how we can better diversify our investment portfolios
Maaike
Irene is very clear, she likes to first look at the situation as it is so she can properly match you with her advice. Irene is accessible for all kinds of financial questions, and she makes fine statements. She has…
Irene is very clear, she likes to first look at the situation as it is so she can properly match you with her advice.
Irene is accessible for all kinds of financial questions, and she makes fine statements. She has extensive experience with both wealthy and less wealthy people. It is very nice to exchange views with an independent person.
Nathalie
Got excellent service in a fast friendly manner!
Got excellent service in a fast friendly manner!
Monique
Irene is thoroughly prepared and knowledgeable on the subject. Does her craft with heart and soul. She provides service: called for us people from her network with expertise outside her field, emailed again to alert us to fluctuations in the…
Irene is thoroughly prepared and knowledgeable on the subject. Does her craft with heart and soul.
She provides service: called for us people from her network with expertise outside
her field, emailed again to alert us to fluctuations in the
financial market that could be significant to our budget.
JP