Not everyone feels confident when speaking to the bank, financial advisor or other institutions. The language used often feels like it is not aimed at you as a person but at the sale of a financial product or service and you might feel too intimidated to say no.
I understand the financial language that is used and can translate this in a way you can understand it. Conversely, I can explain what your wishes as a customer are. This way you don’t get so overwhelmed that you purchase a product or service you might not even want.
I can operate as a spokesperson or discussion partner at (phone)conversations or negotiations with (mortgage)advisors, the bank or other institutions.