Investment solutions tailored to your profile: efficient savings, diversification, and wealth growth strategies.
Optimization of your company’s cash flow: from structuring flows to planning and investing surpluses.
Comprehensive protection: health, liability, and insurance solutions tailored to your situation in Germany.
Smart retirement planning: personalized solutions for entitlement calculations, security planning, and long-term savings strategies.
What Makes Us Different?
Transparent, honest advice with no hidden costs because your trust matters most.
One dedicated advisor who truly understands your needs and guides you for the long run.
Benefit from our extensive network of partners to access the best solutions on the market.
Private Clients
Companies
Frequently Asked Questions
The German financial system is complex, with its specific rules on retirement, savings, and insurance. A financial advisor helps you navigate these particularities, understand your options, and make informed decisions tailored to your personal situation. This saves you time and prevents costly mistakes.
Retirement planning in Germany is based on three pillars: public pension (gesetzliche Rente), occupational pension (betriebliche Altersvorsorge), and private pension schemes (private Altersvorsorge). We help you calculate your entitlements, adjust your contributions, and take advantage of available tax benefits.
Optimizing savings requires a strategy tailored to your goals: emergency savings, mid-term projects, or long-term investments. We analyze your situation to recommend the most tax-efficient and profitable options.
Germany offers various tax benefits: deductions for private pensions (Riester, Rürup), exemptions on investment income, and optimizations depending on your family and professional situation. We help you maximize these opportunities.
Essential insurances include: health insurance (mandatory), private liability (Privathaftpflicht), disability insurance (Berufsunfähigkeitsversicherung), and depending on your case, legal protection or home insurance.
Your Trusted Financial Advisor in Frankfurt
A recognized financial advisor in Germany, assisting you in every aspect of your financial life