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Poundwise Financial Coaching - Expat Manager

Startpagina
Nederland
Amsterdam
Poundwise Financial Coaching - Expat Manager

Poundwise, the one-stop-shop for all your finances. Financial planning is more than a collection of financial products. Every aspect is interrelated.

The underlying philosophy is that genuine and clear-cut client advice is impossible without knowing what truly drives your client. And so, financial advice is always comprehensive advice. A meeting with your financial advisor may be instigated by business or by personal circumstances. Examples include establishing a company, marriage, or buying or selling a home. Which is why our advisors always t

ake every relevant element into thorough consideration. They share their findings with you, as an individual, so that you can make deliberate and carefully weighed decisions.

07/07/2025

You're at the beach or in the mountains, taking a well-deserved break from work. But instead of relaxing, your thoughts drift to your finances. Mortgage, investments, retirement, taxes – it keeps spinning in your mind.

Sound familiar?

Summer is the perfect time to take a step back and gain a clear perspective on your financial situation. But that shouldn’t come at the expense of your peace of mind.

We’re here to help you bring structure and clarity to your finances. From tax advice to financial planning – together we’ll make sure you gain control and keep it.

Book an appointment now, so you can go on holiday with peace of mind.
Get in touch via 020-3057555 or email us at [email protected].

30/06/2025

🌿 Looking Back on a Successful Event at Lentelinde

On June 28, a well-attended event took place at the beautiful location Lentelinde in Amstelveen. Together with our mortgage team, led by Fleur Slaman and consisting of Christiaan Baars, Jan Tijms, and Laurens van der Vuurst, and in collaboration with the selling agent Voorma & Millenaar makelaars, we had the pleasure of welcoming and informing many interested visitors about the unique living opportunities in this special development.

Thanks to the great turnout, we had meaningful conversations with many potential future residents. The enthusiasm and interest in this new-build project were truly inspiring!

🔗 Interested in living in Lentelinde? Find all the details here: https://woneninlentelinde.nl/

📅 Important: The registration deadline is July 9.
A financial check is a required part of the registration – and we’re happy to provide it free of charge.

💬 Want to register with peace of mind and have your mortgage fully arranged?
✉ Get in touch via [email protected] and mention Lentelinde – we’re here to help!

30/06/2025

🌿 Terugblik op een geslaagd evenement bij Lentelinde!

Op 28 juni vond het drukbezochte evenement plaats op de mooie locatie Lentelinde in Amstelveen. Samen met ons hypotheekteam onder leiding van Fleur Slaman, én in samenwerking met de verkopende makelaar Voorma & Millenaar, hebben we veel geïnteresseerden mogen verwelkomen en informeren over de woonmogelijkheden op deze unieke plek.

Dankzij de grote opkomst hebben we waardevolle gesprekken gevoerd met toekomstige bewoners. Wat een enthousiasme en interesse voor dit bijzondere nieuwbouwproject!

🔗 Wil je ook wonen in Lentelinde? Bekijk dan alle informatie op: https://woneninlentelinde.nl/nl/home

📅 Belangrijk: de inschrijfperiode sluit op 9 juli!
Een financiële check is verplicht onderdeel van de inschrijving – en wij verzorgen deze graag én kosteloos voor je.

💬 Wil jij zorgeloos inschrijven én je hypotheek goed geregeld hebben?
✉ Neem contact met ons op via [email protected] onder vermelding van Lentelinde, dan staan wij voor je klaar!

09/05/2025

Investing in Commercial Real Estate: Smart or Exciting?

Last night, we hosted an inspiring lecture at our office about investing in commercial real estate, the fiscal implications, and how it fits into thoughtful estate planning. Together with Castanea Real Estate Brokers, we shared valuable insights with our guests.

Ronald Majoor kicked off the evening on behalf of Castanea and explained how they assist businesses and high-net-worth individuals in the buying and selling of commercial real estate.

Next, Marc van der Vuurst discussed the fiscal considerations surrounding investments in commercial real estate, including the key benefits, points of attention, and potential pitfalls. Finally, Rick Fransen concluded with an engaging presentation on how (commercial) real estate fits into customized estate planning, focusing on preserving and transferring wealth across generations.

We’re grateful for a successful and enjoyable evening. Thanks to all attendees for joining us, to Castanea for the excellent and insightful collaboration, and to BBQ Events Vinkeveen for the catering!

25/04/2025

Box 3: Deemed return of 7.77% remains in 2026 – what does this mean for you?

As it currently stands, the imputed return for real estate in Box 3 will remain at 7.77% for the time being. At the same time, there are plans to reduce the tax-free allowance from €57,684 to €51,396 per person. This has significant consequences for private investors and individuals with substantial assets. The tax burden remains high – and it’s important to plan ahead.

At Poundwise, we help you look ahead to 2026 now. Whether you invest in real estate, save, or hold other investments: we assess your situation and advise you on how to act as tax-efficiently as possible before the new rules come into effect.

Don't wait until it’s too late. Get timely advice and take steps that will make a long-term difference.

Contact us for personal advice regarding Box 3.

22/04/2025

"Putting people first – even in numbers."

Meet our newest team member! We're excited to introduce you to Claudia Hofmans.

Claudia is a financial business consultant. With her background as an entrepreneur and financial coach, she knows what it takes to run a business smoothly and truly connect with clients. She studied Business Administration and went on to earn a Master’s in Finance & Investments. Claudia uses that knowledge with lots of energy and passion to support others. What matters most to her? The people behind the numbers. She offers personal, hands-on support and is always working on growing – both professionally and personally.

31/03/2025

May 23 and 24, 2025 | Poundwise Property Tour in Spain!

Do you also want to take the step towards buying a house in Spain? In this newsletter, we share our experience with the real estate market on the Costa del Sol and offer our clients an exclusive opportunity to join a property tour in May 2025. Read on to discover more about the benefits of investing in Spanish real estate, the tax opportunities for entrepreneurs, and how we can help you realize your dream home in Spain! https://www.poundwise.nl/poundwise-property-tour-in-spain/?lang=en

In partnership with Sherlyn Homes.

20/02/2025

Another great addition to our team! We are pleased to introduce Joost Vinke.

With a background in hospitality, Joost understands the importance of service, attention, and exceeding expectations. He brings this experience to his role at Poundwise, where he can fully develop into a knowledgeable and trusted sparring partner for our clients.

Here, he has the opportunity to build deep knowledge and expertise in the field and further refine his financial insights. His goal? Not just to advise clients, but to truly help them with smart and thoughtful financial choices.

17/02/2025

Werkstudenten opgelet!

Ben jij op zoek naar een uitdagende bijbaan naast je HBO- of WO-studie in een fiscale, bedrijfseconomische of financiële richting?

Bij Poundwise bieden we jou de kans om waardevolle werkervaring op te doen in een dynamische en professionele omgeving. We hebben al een aantal enthousiaste werkstudenten in ons team, zoals je kunt zien op onze teamsite (https://www.poundwise.nl/team/).

Waarom kiezen voor Poundwise?

📚 Leer en groei: Bij ons krijg je de kans om je kennis in de praktijk te brengen en nieuwe vaardigheden te ontwikkelen. We investeren graag in jouw opleiding en persoonlijke groei.
🧑‍🏫 Professionele begeleiding: Onze ervaren medewerkers staan klaar om je te begeleiden en te ondersteunen, zodat je het beste uit jezelf kunt halen.
🌟 Toekomstperspectief: We hopen dat je na je afstuderen bij ons blijft en een vaste plek in ons team vindt. Veel van onze werkstudenten zijn inmiddels vaste medewerkers geworden!

Wat verwachten we van jou?

✨ Enthousiasme en leergierigheid
💪 Een proactieve houding
🗣️ Goede communicatieve vaardigheden
⏰ Beschikbaarheid van minimaal 16 uur per week

Interesse?
Stuur je CV en motivatie naar [email protected] en wie weet verwelkomen we jou binnenkort in ons team!

Bij Poundwise geloven we in de kracht van jong talent. Kom jij ons team versterken?

12/02/2025

In the coming years, many families will face significant wealth transfers. It is essential to start thinking about your will, gift plan, and estate now. What are the tax rules for 2025? How can you best prepare for the future?

At Poundwise, we are happy to help you with an integrated financial plan, so you can face the future with peace of mind.

Check out this interesting article for more details: https://ffp.nl/blog/2025/01/27/toekomstige-erfgenamen-en-erflaters-opgelet-wat-staat-ons-de-komende-jaren-te-wachten/

Adres

Ferdinand Bolstraat 323
Amsterdam
1072MA

Openingstijden

Maandag	09:00 - 17:30
Dinsdag	09:00 - 17:30
Woensdag	09:00 - 17:30
Donderdag	09:00 - 17:30
Vrijdag	09:00 - 17:30

Website

https://www.expatmanager.nl/

Meldingen

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