Analysis
We review your situation, contracts, documents and open questions in a structured way.
360° Check
See clearly. Decide better. Negotiate stronger.
The Veonis 360° Check shows where you stand financially, which contracts truly fit and where better solutions may be possible.
We do not only review documents. We put them into context, compare alternatives and, if desired, hold conversations with providers for you.
You keep the decision. We create the basis for it.
What you can expect
Analysis, market comparison, negotiation and implementation from one source.
Market comparison
Where useful, we compare alternatives by price, benefits, conditions and long-term effect.
Negotiation
If desired, we speak with insurers, banks, pension institutions or other partners for you.
Implementation
You decide. We support adjustments, switches, cancellations and ongoing guidance.
What it is about
Not collecting more documents. Gaining clarity.
Many people and companies have signed, adjusted or expanded contracts over years. At some point, the overview is often missing.
The 360° Check makes exactly these points visible. In short: you learn what can stay, what should be improved and which steps have priority.
- What still makes sense?
- What is duplicated?
- What is too expensive?
- What is missing?
- Where is renegotiation worthwhile?
What we take on
We represent your interests with providers.
Veonis reviews existing solutions, obtains alternatives where needed and compares not only prices, but also benefits, conditions and long-term effects.
If desired, we also take on negotiations with insurers, pension institutions, banks or other partners.
This is not about presenting just any offer. It is about finding the better solution for your situation.
- Benefits instead of only premiums
- Coverage instead of only discounts
- Flexibility instead of short-term advantage
- Understandability instead of technical language
- Long-term fit instead of a quick conclusion
Process
Five steps. One clear result.
01 Starting point
We clarify your situation, your goals and the most important open questions. After that, we know which topics truly need to be reviewed.
02 Document check
We review existing contracts, policies, pension statements, mortgages, investment or financial documents - depending on what is relevant for you.
03 Assessment
We show where gaps, overlaps, unnecessary costs or unfavorable conditions exist.
04 Comparison & negotiation
If there is optimization potential, we obtain alternatives, compare offers and, if desired, conduct the conversations with providers.
05 Recommendation & implementation
You receive a clear recommendation with priorities. If you wish, we support cancellations, adjustments, switches and further guidance.
Outcome
No product folder. A basis for decision-making.
After the 360° Check, you know which topics are settled and where action is needed.
- A clear overview of your existing solutions
- An assessment of gaps, risks and overlaps
- Notes on unnecessary costs or unfavorable conditions
- Comparable alternatives where useful
- A recommendation with priorities
- Support with negotiations and implementation
- One point of contact for ongoing guidance
Who it is for
For everyone who wants more than an offer: a clear assessment.
The 360° Check is especially useful if:
- You have several contracts and have lost the overview.
- You want to know whether your current solutions still fit.
- You are facing a larger decision.
- You want to review better conditions or benefits.
- As an entrepreneur, you need to separate private and business topics.
- You do not want to negotiate with several providers yourself.
Our standard
We make recommendations understandable.
A good decision does not need a complicated explanation. It needs clean analysis, fair comparisons and transparent recommendations.
That is why we show you not only what we recommend, but also why.
In the end, you should not simply sign. You should understand.
Ein Ansprechpartner für Ihre Finanzen.
Ready for the 360° Check?
An initial conversation is often enough to see whether a 360° Check makes sense for you. Non-binding. Personal. With a clear view of your interests.