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    Spring 2013 Seminar Series
    Topic:
    Insurance products and services
    Date:
    Thursday,
    18 April 2013
    Time:
    12:00—14:00
    Place:
    Vienna International Centre, Room G0545
    Complimentary Financial Information Seminar
    Date:
    Tuesday,
    23 April 2013
    Time:
    18:00—20:00
    Place:
    Mercure Hotel, Den Haag Central, Spui 180
    Asset Allocation Event
    Date:
    Thursday,
    25 April 2013
    Time:
    11:00—14:00
    Place:
    In front of UNFCU office at Vienna International Centre (VIC), C01
    Spring 2013 Seminar Series
    Topic:
    Asset management and Investment outlook
    Date:
    Thursday, 9 May 2013
    Time:
    12:00—14:00
    Place:
    Vienna International Centre, Room G0545
    Spring 2013 Seminar Series
    Topic:
    Tax obligations in Austria
    Date:
    Thursday,
    20 June 2013
    Time:
    12:00—14:00
    Place:
    Vienna International Centre, Room G0545


    Offering you a personal relationship built on trust and mutual understanding, financial advisors at UNFCU Advisors GmbH are committed to helping you achieve your most important goals. Drawing upon an extensive range of financial strategies, backed by multi-national capabilities, your financial advisor can help you create a comprehensive wealth plan.

    Financial Planning
    Financial planning is the foundation of each service we provide and each decision we make. We approach planning as a long-term commitment as we design strategies that can effectively preserve and enhance your wealth.

    Wealth Planning Services
  • Estate Planning
  • Investment Planning
  • Life Insurance Planning
  • Advisory Services
  • Portfolio Management

    • Wealth Preservation
    Your financial advisor, in conjunction with independent attorneys and accountants, can successfully create and implement an estate and tax plan, maximizing the value of your estate while minimizing your tax burden and professional and court fees. Additionally, our team can minimize the cost of probate, creditors, attorneys and estate taxes, and seamlessly execute the transfer of your estate with minimal tax implications.

    Wealth Transfer
    One of your top concerns may be how to transfer what they have accumulated and preserved throughout your lifetime to family, loved ones and charities. Your financial advisor can help you plan for a well-defined wealth transfer strategy while considering your personal tax situation. Our goal is to preserve your financial position while we consider all the issues that are important to you, so that your assets are passed to your loved ones in accordance to your wishes.

    Professional Money Management
    We can formulate a diversified*, tax-intelligent portfolio that successfully embraces your personal vision, from charitable giving to the enhancement of capital, minimizing volatility and generating attractive after-tax returns.

    Retirement Planning
    We can help you identify the best method of securing your financial future, taking into consideration your current financial situation, risk tolerance and goals. In addition, we can develop a long-term strategy to balance your goals, such as potential income distribution and retirement. *Diversification does not assure a profit or guarantee against loss in declining markets.

    UNFCU Advisors GmbH is authorized to conduct investment advisory activities as a tied agent pursuant to §1 Z 20 iVm § 28 Wertpapieraufsichtsgesetz 2007 ("WAG 2007"). UNFCU Advisors GmbH is listed in the register of tied agents of the Austrian Financial Market Authority, which can be accessed at www.fma.gv.at . A tied agent may only operate on behalf of a securities firm. UNFCU Advisors GmbH is a tied agent of Moventum S.C.A., a securities firm in accordance with RL 2004/39/EG, and a distributor of financial instruments in accordance with § 1 Z 6 WAG 2007. Moventum S.C.A. has many years of international experience in the area of investment advisory services.