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What are your current financial needs?

Your financial needs depend on your stage of life, for example, on whether you are working at you first job, starting a family or planning the future of your children or yourself.
We hereby invite you to a comprehensive advisory meeting. By signing up for a meeting with a client executive at a bank office or via video, you will receive personal advice for drawing up a financial plan.

 

What is comprehensive advisory service?

During the meeting, we will thoroughly analyse your financial needs, set objectives and prepare you a personal financial plan to ensure you financial security for the rest of your life.

SEB comprehensive advisory service provides you with

  • a clear overview of finances:
    we will review the signed agreements and limits, ascertain whether these correspond to your needs and find places for risk management and cost-saving;
  • achievable goals:
    we will set the financial targets, enabling you to feel financially secure at any moment of your life;
  • an action plan:
    as a result of the consultation, a step-by-step plan will be prepared, which helps you in making the right decisions to achieve your goals.

Comprehensive advisory service via video

Whenever a bank office is too far or it is just simpler for you to arrange everything without leaving your desk, we can offer you the new comprehensive advisory service via video meeting.

How is the video session organised?

  • Fill in the registration form
  • We will contact you to agree on a suitable time
  • There is no need to download a separate software. You can access the advisory environment through the Internet bank for private clients
  • Communication takes place via video broadcasting
  • You can sign documents in real time

For a video meeting, you need:

  • Internet Bank agreement for private individuals;
  • ID card of the Republic of Estonia or Mobile ID;
  • web camera and microphone
  • Google Chrome (version 51 or above) or Mozilla Firefox (version 47 or above) web browser;
  • operating system Windows 7, 8, 10 or OS X 10

Check that you have everything that is required for the video meeting.

 

First three steps to better arrange your finances

  • Identify how much you currently spend on commission fees of the bank. For example, by choosing a more suitable SEB settlement plan, you will save money.
  • Start accumulating spare cash for the unexpected. Conclude a standing payment order agreement to regularly transfer some funds to your savings deposit, as well as the SEB Digital Coin Jar agreement.
  • Draw up your family budget. The simplest way for this is to use the Financial Planner in SEB Internet bank, which gives you a good overview of your income and expenditure, as well as where you can save money.
  • Identify how much you currently spend on commission fees of the bank. For example, by choosing a more suitable SEB settlement plan, you will save money.
  • Start accumulating spare cash for the unexpected. Conclude a standing payment order agreement to regularly transfer some funds to your savings deposit, as well as the SEB Digital Coin Jar agreement.
  • Draw up your family budget. The simplest way for this is to use the Financial Planner in SEB Internet bank, which gives you a good overview of your income and expenditure, as well as where you can save money.

Contact

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