Individual consultation service | Club Tourism 's life plan seminar
Forever "never give up on travel, never give up on dreams". At Club Tourism, which believes in the power of travel, we provide useful information and consultation places for your life so that you can continue to have the excitement of travel forever. Why don't you think about a life plan to live a rich and wise life from now on? Less anxiety in life and more enjoyment of traveling!
Notice
Club Tourism will introduce you to the best financial planner that meets your consultation and wishes
Club Tourism offers an "individual consultation service" to consult with customers about their money.
We will carefully select and introduce experienced financial planners (belonging to partner companies that have contracts with our company) according to your concerns, consultations, and wishes, such as pensions, inheritance, nursing care, retirement funds, asset management, insurance diagnosis, real estate, etc.
In addition, we will make adjustments after listening to the date, time and location requirements to make it easier for those who are in a hurry, those who do not fit the seminar Itinerary, and those who are busy.
Please feel free to apply.
Financial Planner and Expert Referral Fee: 1,000 yen (tax included)
Telephone enquiries
03-6739-2813
Club Tourism Life Business Life Plan Seminar Secretariat
Business hours: Monday ~ Friday 9:30 ~ 17:00 (closed on Saturdays, Sundays, and holidays)
Choice of interview venues
A financial planner from an affiliated company with whom we have a contract will be present.
【講師事務所】
お住いに近いファイナンシャルプランナーの事務所をご紹介いたします。
【オンライン相談】
ご自宅にいながら、オンラインのビデオ通話にてご相談いただけます。
【ご自宅か周辺のお店】
担当者ファイナンシャルプランナーが訪問させていただきます。（相続など、参考書類が多いご相談に向いています）
Consultation application/inquiry
| お電話 |
03-6739-2813 |
|---|---|
| 企画・実施 |
クラブツーリズム株式会社 ライフ事業 ライフプランセミナー事務局 |
| 営業時間 |
月～金 9:30～17:00 (土・日・祝日 休業) |
What can I discuss with you through the individual consultation service?
Retirement funds and pensions
If you retire after the age of 60, it is said that even with a regular pension, you will be short about 50,000 to 100,000 yen per month when considering the balance of income and expenditure. We will provide you with advice on how to prepare for vague anxieties about the future, efficient savings and frugality, and social insurance systems, etc., for your second life.
Inheritance Planning
Interest in this issue is growing due to the recent revision of inheritance tax. Our financial planners will provide you with easy-to-understand explanations of the necessary advance measures.
About asset management
You can consult us about asset management plans, such as how to manage your assets to realize your future life plans, just as you would when planning a trip.
Insurance Diagnosis
Because the timing of your subscription has changed and your living environment or situation has changed, the insurance you received may no longer be optimal for your current situation, or we may actually be able to recommend a higher premium. Our experts will diagnose your situation in line with your requests, helping you save money and giving you peace of mind.
How to use the individual consultation service
STEP 1
Please feel free to call us first.
- phone
03-6739-2813
- Business hours
Mon-Fri 9:30-17:00 (Closed on Saturdays, Sundays and public holidays)
STEP 2
We accept reservations for our services according to your convenience.
You can choose the location of your consultation, such as the financial planner's office, your home, a family restaurant, or a cafe.
STEP 3
A financial planner from a partner aircraft company that has a contract with Club Tourism will visit you.
STEP 4
Please feel free to ask your financial planner any questions or concerns you may have.
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Retirement funds
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Inheritance Planning
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Asset Management
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Insurance Diagnosis
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Housing Finance
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Money Plan
About the individual consultation service
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Please let us know the date and time of your application at least one week in advance.
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We may not be able to accommodate your requested consultation date, time and location.
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After receiving your application, we will contact you by phone to arrange a date, time and location for your consultation.
(We will respond within 3 business days, excluding weekends and holidays.) -
If you need a consultation urgently, please contact us by phone.
Personal Information such as address and contact information provided for individual consultation services will be handled strictly by Club Tourism Co., Ltd., and will be provided to partner companies with which we have contracts for individual consultations. It will not be used for anything other than individual consultation.
Please submit it with your consent.
