United Advisers - Luxembourg

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Case Studies

education fees investment

Using the correct time horizons to reach investment goals

Andres and his wife have a clearly defined goal when it comes to their investments: to save for their three young children’s future education. While university is still a few years away for their eldest child, they are on track thanks to having made smart decisions based on sound financial advice. But it wasn’t always …

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Early retirement planning

Mark is a 28-year old professional, newly based in Luxembourg. He has the ambition to retire at 55 years old, 12 years before his State retirement age. We discussed his standard of living and considered factors like property purchases and future income increases from promotions. From this we agreed that, to preserve his current standard …

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