Financial coaching

Get more out of your money

Eight million customers rely on us…

  • to achieve their financial wishes & goals,
  • to put away worries about insurances, retirement provisions & financial planning, and
  • to consistently keep track of their finances.

You can benefit from our personal financial coaching, too, regardless of your income. Arrange an appointment now at your home, digitally or in one of our 5,200 offices.

Finances made simple

Your advantages

A clear focus on your goals and wishes

We care about you! Your financial coach will take their time to get to know you and your situation better to understand what you want to achieve.

 

Holistic concept consulting 

We believe, financial protection, retirement provisions and financial planning complement each other. Together we develop an all-encompassing concept for your financial success.


Achieving more together

Your financial coach takes care of everything important for you, knows advice when something changes in your life and helps you to put your savings and pension goals into action.

In a nutshell

How financial coaching works

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About us

This is Deutsche Vermögensberatung

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Looking for a new job?

Careers with us

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Individual advice in your area

In an increasingly complex world, it makes sense to seek expert advice and help in financial matters. As financial coaches, our advisors help to make the right decisions.

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Experiences and reviews

What customers say about us

Based on reviews, you can get an idea of how satisfied our customers are with our advice. 
Information on our customer reviews can be found here.
Nishant Gaur 2 years ago costumer since 2022

5.0 out of 5 stars

Thanks for your support

Our advisor Thuva has been very structured in providing consulting on managing the finances. He not only has excellent presentation skills but also possesses great people's skills as he understands client's needs perfectly and provides the best options and solutions accordingly. I would recommend him to everyone who is looking to manage their finances in a better way.

Our advisor Thuva has been very structured in providing consulting on managing the finances. He not only has excellent presentation skills but also possesses great people's skills as he understands client's needs perfectly and provides the best options and solutions accordingly. I would recommend him to everyone who is looking to manage their finances in a better way.
Fran Hupfer 2 years ago costumer since 2022

5.0 out of 5 stars

Super satisfied!

Since we came from another country, with two dogs and had little knowledge of the German laws and language, Finanzamt etc, Jan was really helpful for us. He helped us with our tax declaration, insurances, retirement pension, investments, things we wouldn't be able to go after alone! I can completely recommend him to anyone who's new in Germany or/and still lost about all the burocracy!

Since we came from another country, with two dogs and had little knowledge of the German laws and language, Finanzamt etc, Jan was really helpful for us. He helped us with our tax declaration, insurances, retirement pension, investments, things we wouldn't be able to go after alone! I can completely recommend him to anyone who's new in Germany or/and still lost about all the burocracy!
Nils S. 2 years ago costumer since 2022

5.0 out of 5 stars

Top!

I'm very happy to have gotten to know Antje as a consultant because her cheerfulness is immediately infectious. Consultations have a feel-good character with her and she is always well informed and knows an answer to every question or finds out as quickly as possible. I am very pleased.

I'm very happy to have gotten to know Antje as a consultant because her cheerfulness is immediately infectious. Consultations have a feel-good character with her and she is always well informed and knows an answer to every question or finds out as quickly as possible. I am very pleased.

Success can only be reached together

Deutsche Vermögensberatung's involvement in sport, society, and social responsibility

Passion and commitment — that is what motivates us to strive for excellence every day. Therefore, we place great importance on building sustainable partnerships with people and organizations that share our values.

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