We are certified investment consultants & work with strong partners:
FFB Bank
Advisors Studio
I. Investment Portfolio
We help you develop a globally diversified investment portfolio that suits you and your goals.
Holistic Approach
We analyze your financial situation and compare over 100 companies to develop an investment portfolio tailored to your needs and wishes.
Easy cost structure
The ongoing charges amount to only approximately 0.6% p.a. - there is no front-end load, redemption fees, or performance-related costs.
Tailored Services for Expats
As an expat, navigating the complexities of the German financial system can be overwhelming. Finanz2go specializes in helping foreigners manage their finances, from investments to retirement planning, ensuring that their unique needs are addressed.
II. Pension Plan
Retirement planning is always an integral part of a tax-optimized investment portfolio. We calculate your pension gap and show you objectively how to close it with appropriate investments.
- Save up to 48% on taxes with a tax-optimized pension plan in Germany.
- Together we compare over 100 companies and offers to find the best pension plan for you.
- We analyze your financial situation to develop a pension plan tailored to your needs.
