Services
Real Estate Investment
Advice on and selection of high-growth properties as an investment, from furnished student apartments to listed historic buildings, including location, financing and return analysis.
Modern Retirement Planning
Independent fee-based retirement advice with evidence-based, cost-efficient ETF and fund strategies instead of traditional insurance products.
Wealth Management
Professional wealth management with individually tailored, cost-transparent portfolios based on the analysis of more than 10,000 investment funds.
Mortgage Financing
Property financing with a comparison of more than 400 banks for tailor-made terms, from arranging appointments through to complete processing.
Financial Planning
Holistic financial planning: a review of your current situation, budget and liquidity planning, plus goal and retirement planning – independent and for a fee rather than commission.
Managing Director Protection
Protection and retirement provision for managing directors of a GmbH (German limited liability company): occupational pension schemes, income protection and tax-optimised wealth building from a single source.
Insurance Review
A transparent check of your existing insurance policies: costs, benefits and gaps put to the test – clearly explained and with clear recommendations.