Slide 1: Training 4: Savings & Investment
Training 4: Savings & Investment The Magic Triangle 1
Slide 2: The Magic Triangle
The Magic Triangle High return (profit after costs) Take into account the different criteria for your investments. Shares Choose your corner! Precious Savings metals/ account commodities Real Current Estate account Low risk High liquidity (high security) (high availability) Training 6: Saving & Inve
Slide 3: What is important for you?
What is important for you? I want the I want maximum return! flexibility! "I want the largest possible "I don't plan for the long term. profit. I'm willing to take the I want to know where I like to decide spontaneously risk for it." I stand! what I'm going to do. I want to be able to freely dispose
Slide 4: Make more with their money
Make more with their money Stefan's older sister Sophie really likes Christian admires his uncle. Whatever he Murat is doing an internship in a shipping watching the 8 o’ clock news. touches it turns to gold – everything seems so company located near the airport. The stock market really interests he
Slide 5: The consultation
The consultation Use the Three-step model for the consultation. Training 6: Saving & Investment 5
Slide 6: Examples of state support and support by the employer
Examples of state support and support by the employer Employee stock options Promotion Employee savings allowance Tax savings Housing e. g., in the case of subsidy company pension plans Training 6: Saving & Investment 6
Slide 7: Subsidized by the state – with the home savings premium for home ownership
Subsidized by the state – with the home savings premium for home ownership Never choose investments only because of the subsidies or benefits Training 6: Saving & Investment 7
Slide 8: Your successful consultation – In three steps
Your successful consultation – In three steps Preparation Implementation Follow-up • Who do I take with me to the • Get information about different • After you’ve slept on it be sure consultation? types of investments and assets. to get more information from • Am I willing to take a high risk, • Ask
Slide 9: Alliance Finance Workout Tips
Alliance Finance Workout Tips Take into account the different Use the three-step criteria for a model for the financial consultation. investments. Never choose an investment or Whether it's an assets just for investment or a the subsidy or piece of clothing: tax incentives. Only buy what Look at oth
Slide 10: Thank you for your attention!
Thank you for your attention! 10