BASIS * | naturAlly | 5 € p.m.
Entry into financial education
- App with Open-Banking for all bank accounts
- Profiling Your Riskinclination, your idea of Sustainability and your personal Goalsetting
- Start your Financial education
- Fund manager Asset management up to € 25,000 inclusive
- Upgrade possible at any time
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BRONZE ** | naturAlly | 29 € p.m.
Consultancy included year after year
- App with Open-Banking for all bank accounts
- Profileualisation of your Riskinclination, your idea of Sustainability and your personal Goalsetting
- Start your Financial education
- Initial consultation through qualified personal asset images
- Annual Update of your personal financial picture
- Fund manager Asset management until 75.000 € inclusive
- Up- or downgrade possible at any time
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SILVER *** | naturAlly | 59 € p.m.
Exclusive extras Basic seminars
- App with Open-Banking for all bank accounts
- Profileualisation of your Riskinclination, your idea of Sustainability and your personal Goalsetting
- Start your Financial education
- Initial consultation through qualified personal asset images
- Annual Update of your personal financial picture
- Financial imagesPodcast,
- Asset imagesBasic seminars
- Fund manager Asset management until 150.000 € inclusive
- Up- or downgrade possible at any time
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Gold **** | naturAlly | 99 € p.m.
Holistic bancassurance seminars
- App with Open-Banking for all bank accounts
- Profileualisation of your Riskinclination, your idea of Sustainability and your personal Goalsetting
- Start your Financial education
- Initial consultation through qualified personal asset images
- Annual Update of your personal financial picture
- Financial imagesPodcast,
- Asset imagesBasic seminars
- All-round financial advice with annual update,
- Asset protection-Specialist seminars
- Fund manager Asset management until 300.000 € inclusive
- Up- or downgrade possible at any time
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PLATIN ***** | naturAlly | 199 € p.m.
VIP Premium services
- App with Open-Banking for all bank accounts
- Profileualisation of your Riskinclination, your idea of Sustainability and your personal Goalsetting
- Start your Financial education
- Initial consultation through qualified personal asset images
- Annual Update of your personal financial picture
- Financial imagesPodcast,
- Asset imagesBasic seminars
- All-round financial advice with annual update,
- Asset protection-Specialist seminars
- Inheritance and Estate planning
- 24/7 VIP Service
- DocumentSafe
- Fund manager Asset management until 1.000.000 € inclusive
- Downgrade possible at any time
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English 
German