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Our financial advisory concept

Professional management for your finances

Individual advice in your area Contact us now
Individual advice in your area Contact us now

Do you actually have an overview of your money? About your insurance status? And do you have a clear savings strategy for your wishes and goals? This is exactly where our financial coaches can help you. Benefit from having a contact person at your side for all financial matters.


For private and corporate clients

Elements of our independent and holistic advising

With our holistic financial advisory, we can provide solutions aiding towards setting up, protecting and growing your wealth and will develop a tailor-made financial concept for you.

Individual financial coaching

Your advantages at a glance

A relaxed view of the future

The good feeling of having everything organised: That's exactly what you can achieve with our holistic financial concept. Whether it's savings, investments, insurance or pensions – your financial coach will work out a personalised concept for your carefree future.

One contact for everything

Your personal financial coach takes care of everything important for you. Helps you to keep track of all financial issues and advises you when something changes on the financial market or in your life.

Advice for every budget

Together, we can make the possible real for you. And that is usually more than you might think! Even with small amounts, state subsidies and, above all, the right overall strategy you can achieve a lot.

How does financial coaching work?

We will always put our customer first, incorporating any personal goals, financial possibilities as well as any existing contracts you might have. Our financial advisors very much understand their job as a lifelong companionship with you and your finances!

Listen

Your financial coach listens to you. Your goals and wishes are our main focus points.

Analyze and create clarity

Together, we analyze your current financial situation and formulate realistic goals.

Develop a plan

Your financial coach develops your individual concepts for your insurances, your retirement provision and your financial planning. Approved by our seals of quality.

Achieving goals together

Your financial coach will help you put your savings and retirement goals into action and make the most of your finances.

Be coached in the long term

No matter what happens in life, your financial coach stays by your side.

Awards

Top marks in consulting and service

We are regularly awarded by independent institutes for our quality in customer advice and service.
Service Rating: excellent customer service
With satisfied customers to "Germany's customer champions"

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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.