Financial Planner Berlin
Let us create a financial plan that suits you and your financial goals.
Book an appointment
01. We compare over 100 providers
As an independent financial planner, I can screen the whole market and compare all products objectively with each other.
Book an appointment
02. Holistic investment strategy
Holistic investment portfolios with global diversification and tax-saving models.
Book an appointment
03. Optimal cost structure
Book an appointmentYour benefits with us:
Save up to 48%
With an optimized pension plan, you can legally save up to 48% tax and drastically increase your investment portfolio over time. If you would like more information on this topic, please book a free initial consultation with us.
100% Independent
Through our passion for investment, our transparent number-based approach, and our individual client service, we have managed to become one of the top addresses for internationals in Germany.
Free consulting process
Normal investment plans with neobrokers have costs of about 0.7% of capital annually. The conditions you get with us are exactly the same you get with neobrokers directly, so you have no financial disadvantage by doing the plan with us, but of course the huge advantage is that we as independent brokers can scan the whole market, so you get the best available option.
We help expats who want to stay in Germany long-term.
Through our passion for investment, our transparent number-based approach, and our individual client service, we have managed to become one of the top addresses for internationals in Germany.
With our specialization in internationals and expats, we fill the gap between non-independent banks (with sometimes insufficient language skills) and neo-brokers without personal support.