Financial Advisor Germany

Top 5 Financial Planners in Berlin to Help You As An Expat

Discover the top 5 financial planners in Berlin specializing in assisting expats. Get professional guidance to manage your finances effectively while living abroad.
Berlin Expat Financial Planners
In: Financial Advisor Germany

Welcome to Berlin, the vibrant capital city of Germany and a popular destination for expats from all corners of the globe.

Whether you're here for work, studies, or simply seeking a new adventure, settling into a new country can come with its fair share of challenges.

One important aspect that you shouldn't overlook is financial planning and finding the right guidance to navigate the financial landscape as an expat in Germany.

Berlin has earned its reputation as a hub for top-notch financial advisors who specialize in assisting expats with their unique financial needs.

From managing your finances effectively to understanding the intricacies of the German tax system, these experts are here to provide invaluable guidance tailored to your specific circumstances.

With a plethora of financial services, planning options, and consultancy firms available, you can be sure to find the right professionals to help you make the most of your financial situation.

Are you ready to take control of your financial future as an expat living in Berlin?

In this article, we will explore the top financial planners in the city who can assist you in achieving your financial goals.

We'll provide an overview of their expertise and services as well as link you to their websites for further information. Whether you need help with investments, savings, or financial planning in general, these experts are here to guide you every step of the way.

So, let's dive into the world of financial planning for expats in Berlin and uncover the reputable financial advisors who can help you make informed decisions and secure your financial future. Remember, you don't have to navigate this journey alone.

Reputable Financial Advisors in Berlin

Are you an expat living in Berlin and in need of financial planning and advice? Look no further! Berlin is home to a variety of reputable financial advisors who specialize in helping expats navigate the complexities of the German financial system. Whether you need assistance with investment strategies, tax planning, or health insurance options, these financial planners have the expertise to guide you through it all.

Let's take a closer look at some of the top financial advisors in Berlin:


Finanz2Go is a financial planning firm that caters specifically to expats. They understand the unique challenges that expats face when it comes to managing their finances in a foreign country. The team at Finanz2Go is multilingual and can provide services in English, German, and Spanish. They offer a range of financial planning services, from budgeting and savings strategies to retirement planning and investment advice. If you're an expat looking for personalized financial guidance, Finanz2Go is a great choice.


Horbach is another reputable financial planning firm in Berlin that specializes in helping expats. They have a team of financial advisors who are knowledgeable about the German financial system and can assist expats with their investment and savings strategies. Horbach offers a comprehensive range of services, including retirement planning, tax optimization, and career planning. If you're looking for expert advice on how to make the most of your finances in Germany, Horbach is a reliable choice.

Health Insurance and Financial Resources Services - Expatrio

Expatrio is a financial services provider that focuses on health insurance for expats in Germany. They understand the importance of having the right health insurance coverage while living in a foreign country. Expatrio can help you find the best health insurance options that meet your needs and budget. Additionally, they offer information on banking solutions, blocked accounts, and other financial resources that expats may need during their stay in Germany.

International Rescue Committee's Germany Staff

The International Rescue Committee (IRC) is an organization that works to provide humanitarian aid and support to those in need. Their staff in Germany includes financial advisors who can help expats navigate the financial challenges they may encounter. Whether you need assistance with budgeting, financial planning, or accessing social services, the IRC's Germany staff is there to help.


HSBC is a British banking and financial services group that has a presence in Germany. They offer a wide range of financial products and services, including banking, investments, and wealth management. HSBC has a team of financial advisors who can provide personalized guidance to expats looking to manage their finances in Germany.

These financial advisors in Berlin have the knowledge and expertise to assist expats with their financial planning needs. Whether you're looking for investment advice, help with tax optimization, or assistance with health insurance options, these professionals can provide the guidance you need.

Remember, it's important to do your own research and choose a financial advisor that best fits your specific needs. Consider factors such as their expertise, reputation, and the services they offer. Investing in the guidance of a reputable financial advisor can make a world of difference in navigating the financial complexities of living as an expat in Berlin.

Expat Communities and Opportunities in Germany

Germany is a popular destination for expats from all over the world, and its major cities like Berlin, Munich, and Frankfurt have vibrant expat communities. These communities provide a supportive network for foreigners adjusting to their new lives in Germany. In this section, we will explore the largest expat communities in Germany and the various opportunities available for expats in terms of jobs and careers.

Largest Expat Communities

If you're considering a move to Germany, it's helpful to know where you'll find the largest expat communities. Here are some cities known for their diverse expat populations:

  • Berlin: Berlin is a melting pot of cultures and has one of the largest expat communities in Germany. The city's international and cosmopolitan atmosphere attracts expats from various fields and backgrounds.
  • Munich: Munich is not only known for its stunning architecture and famous Oktoberfest, but also for its large expat community. The city's thriving economy and high quality of life make it an attractive destination for foreigners.
  • Frankfurt: Frankfurt is a global financial hub and home to the European Central Bank. Many expats are attracted to the city's numerous job opportunities in the finance and banking sectors.

Job Opportunities

Germany offers a wide range of job opportunities for expats. Some industries where expats often find work include:

  • Automotive: The German automotive industry, with companies like BMW, Audi, and Mercedes-Benz, provides numerous job opportunities for expats with relevant skills and experience.
  • Engineering: Germany is renowned for its engineering prowess, and expats with engineering qualifications can find rewarding job opportunities in industries such as manufacturing, energy, and telecommunications.

Career Opportunities for International Workers in Germany

In addition to job opportunities, Germany also offers excellent career prospects for international workers. Here are a few examples:

  • Mercedes-Benz Group: With over 1000 job offers worldwide, including in Germany, the Mercedes-Benz Group provides an array of career opportunities for professionals from various fields.
  • Doctors Without Borders (MSF): MSF recruits employees in various professions, including medical and finance, to fulfill its social mission. This humanitarian organization gives international workers the chance to make a difference and contribute to the well-being of people worldwide.


As an expat in Germany, you'll have a host of opportunities to connect with diverse communities and pursue rewarding careers. Whether you're looking for a job in the automotive industry, interested in engineering, or seeking a fulfilling role with a humanitarian organization, Germany has much to offer. Remember to leverage the support and resources available to expats in Germany, such as networking groups and professional organizations, to maximize your chances of success. Good luck on your journey!

Living Arrangements for Expats in Berlin

Moving to a new country can be an exciting adventure, but one of the most important aspects to consider is finding suitable living arrangements. As an expat in Berlin, you'll want to find a place that not only meets your needs but also allows you to immerse yourself in the local culture. Let's explore some of the living arrangements options for expats in Berlin.

Long-Term Apartment Rentals

One popular option for expats in Berlin is long-term apartment rentals. This allows you to have your own space and create a home away from home. Here are a few things to consider when looking for an apartment:

  • Budget: Determine your budget and try to find an apartment that fits within it. Berlin offers a variety of housing options to suit different budgets, so you're bound to find something that works for you.
  • Location: Think about what neighborhoods suit your preferences and needs. Do you prefer a lively and bustling neighborhood, or do you prefer a quieter and more residential area? Consider proximity to public transportation, amenities, and your workplace.
  • Size: Determine the size of the apartment that you need. Are you moving alone or with a family? Do you need extra space for a home office? Make sure you consider your current and future needs.
  • Furnished vs. Unfurnished: Decide whether you prefer a furnished or unfurnished apartment. Furnished apartments can be convenient if you're looking for a short-term solution, while unfurnished apartments allow you to create a space that truly feels like your own.

Shared Accommodation

Another popular option among expats in Berlin is shared accommodation. This is not only a cost-effective option but also a great way to meet new people and make friends in the city. Here are a few advantages of shared accommodation:

  • Affordability: Sharing an apartment means that you can split the cost of rent and utilities, making it a more affordable option for many expats.
  • Socializing: Living with roommates gives you the opportunity to meet new people and build connections. It can be particularly beneficial if you're new to the city and want to expand your social circle.
  • Flexibility: Shared accommodation often comes with flexible lease terms, which is ideal if you're unsure about your long-term plans in Berlin. It gives you the freedom to easily move out or find a new place when needed.

Temporary Accommodation

If you're still in the process of finding a more permanent place to live, temporary accommodation can be a great option. Here are a few types of temporary accommodation you can consider:

  • Hotels: Staying in a hotel provides comfort and convenience while you search for a more permanent living arrangement. Many hotels offer extended stay options with discounted rates for longer stays.
  • Serviced Apartments: These are fully furnished apartments that provide the amenities and services of a hotel, but with more space and privacy. They are a popular choice for expats who are looking for a temporary home.
  • Airbnb: Renting an Airbnb apartment or room can be a flexible and cost-effective option for temporary accommodation. It allows you to experience different neighborhoods and get a feel for the city before committing to a long-term rental.

As an expat in Berlin, there are various living arrangements available to suit your preferences and budget. Whether you choose a long-term apartment rental, shared accommodation, or temporary housing, take the time to research and explore the options that best meet your needs. Happy house hunting!


In conclusion, navigating financial planning as an expat in Berlin can be a daunting task, but with the help of reputable financial advisors, you can feel confident in making sound financial decisions. Here are some key takeaways:

  1. Finanz2Go is an excellent choice for multilingual clients who need assistance with financial planning. You can find more information on their website here.
  2. Horbach specializes in investment and savings strategies for expats in Germany. They can help you make the most of your finances while living abroad.
  3. Expatrio offers health insurance services and can assist you in proving your financial capability during your stay in Germany.
  4. The International Rescue Committee's Germany Staff are dedicated to working for humanity and hope. If you're passionate about making a difference while living in Berlin, consider reaching out to them.
  5. HSBC is a well-known British banking and financial services group that also has a presence in Germany. They can provide a range of financial services to expats in Berlin.

When it comes to living as an expat in Berlin, it's important to consider the various opportunities and resources available to you. Take advantage of the largest expat communities in Berlin, Munich, and Frankfurt, and explore the job and career opportunities offered by companies like Mercedes-Benz Group and MSF (Doctors Without Borders). These opportunities can provide stability and growth while living abroad.

Lastly, make sure to carefully consider your living arrangements. Long-term apartment rental options can provide a sense of stability and make you feel more at home in your new city.

Overall, whether it's managing your finances, finding job opportunities, or creating a comfortable living arrangement, remember that you don't have to navigate it all alone. The financial advisors and resources available to expats in Berlin can help guide you and ensure you have a successful and fulfilling experience living abroad.

Remember, the key to a successful financial journey as an expat is to stay informed, seek assistance when needed, and make smart financial decisions. With the right guidance from reputable financial advisors, you can confidently navigate the intricacies of financial planning and enjoy your time as an expat in Berlin.

Proper financial planning is the foundation for a secure and enjoyable expat experience in Berlin. Take the time to research and connect with the best financial advisors for your needs, and enjoy the peace of mind that comes with having a solid financial plan in place.

Frequently Asked Questions

  1. What are the top 5 financial planners in Berlin for expats? The top 5 financial planners in Berlin for expats are: 1. Finanz2Go, 2. Horbach, 3. Perfinex, 4. MW-Expat, and 5. Expatrio.
  2. Why do expats need the help of financial planners in Berlin? Financial planners in Berlin for expats have specialized knowledge and experience in dealing with the unique financial challenges and complexities that expats face. They can provide guidance on tax planning, investment strategies, pension options, and other financial matters specific to expatriates.
  3. How can financial planners in Berlin assist expats in managing their finances? Financial planners in Berlin can help expats create personalized financial plans, assess their current financial situation, provide investment advice, assist with tax planning, guide them through the process of opening bank accounts, and offer ongoing support and advice to help them achieve their financial goals.
  4. What factors should expats consider when choosing a financial planner in Berlin? Expats should consider factors such as the financial planner's experience and qualifications, their understanding of expat-specific financial issues, the range of services offered, fees and charges, client reviews and testimonials, and the level of customer service provided when selecting a financial planner in Berlin.
  5. Can expats consult multiple financial planners in Berlin? Yes, expats can consult multiple financial planners in Berlin before making a decision. It's important to have initial consultations with different planners to assess their expertise, services, and compatibility with your needs and goals. This will help you make an informed choice.
Written by
Fabian Beining - Founder / Senior Consultant
Fabian Beining is a certified independent investment advisor. He specializes in investment funds and will be happy to advise you on the topics of fund-based retirement planning and general investment
More from Finanz2Go®
Great! You’ve successfully signed up.
Welcome back! You've successfully signed in.
You've successfully subscribed to Finanz2Go®.
Your link has expired.
Success! Check your email for magic link to sign-in.
Success! Your billing info has been updated.
Your billing was not updated.