Financial light
Customised financial strategies for your future
"It's better to spend an hour thinking about money than just working for it."
We offer customised financial solutions and financial advice to help you achieve financial freedom and security.
How we work
How we work
How we work
How we work
Step 1
Analysis of the current situation:
Determination of your current situation and discussion of your short and long-term goals.
Step 2
Valuation and asset planning:
Evaluation of the information and creation of your personalised financial and pension concept.
Step 3
Customised personal advice:
Presentation and discussion of your concept in a personal meeting.
Step 4
Realisation:
Realisation of your personal savings and pension goals.
Step 5
Long-term partnership:
Ongoing support for all questions relating to your finances and pension provision.
We are here to be your partners on the road to financial security and success. Let's start this journey to a bright and secure financial future together.
Step 1
Analysis of the current situation:
Determination of your current situation and discussion of your short and long-term goals.
Step 2
Valuation and asset planning:
Evaluation of the information and creation of your personalised financial and pension concept.
Step 3
Customised personal advice:
Presentation and discussion of your concept in a personal meeting.
Step 4
Realisation:
Realisation of your personal savings and pension goals.
Step 5
Long-term partnership:
Ongoing support for all questions relating to your finances and pension provision.
We are here to be your partners on the road to financial security and success. Let's start this journey to a bright and secure financial future together.
Our services for you as a single person or family
&
For you as an entrepreneur
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Personal financial planning
Realising your dreams: Whether you dream of a luxurious home or your dream car, we will create a financial plan to help you achieve these goals easily and conveniently.
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Saving and investing
Protection against inflation: We offer you investment strategies that preserve the value of your money and allow it to grow so that you can defy inflation.
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Retirement provision
A secure life after retirement: We help you to create a pension plan that guarantees you a comfortable and financially stable life after retirement. Plan today for a better future.
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Occupational disability insurance
Protect your professional future: We offer you occupational disability insurance that provides you with financial security, even if you are no longer able to work. Preserve your financial stability, whatever the circumstances.
Why should you work with us?
With us, your financial success takes centre stage. We offer customised financial solutions that are perfectly tailored to your individual needs and goals.
Experience and professionalism:
Experience and professionalism
100% free services
100% free services
Customised strategies
Customised strategies
Our team
We speak German, English, Arabic, Ukrainian & Russian,
to ensure that we can help every customer in the best possible way.
Frequently asked questions
What does a financial consultation with FINANZ LEICHT cost?
Our financial consultations are completely free of charge. We do not take any fees from our clients.
What distinguishes FINANZ LEICHT from other financial advisors?
Our independence, customised advice and focus on the individual wishes and goals of our clients make us unique. We work without fees for our clients and always endeavour to get the best for you.
What is the main objective of your financial advice?
Our main goal is to realise the financial goals and wishes of our clients. Whether it's individual dreams, corporate goals or long-term provision - we plan and develop strategies that are tailored to the needs and wishes of our clients.
What types of wishes and goals do you take into account when planning your finances?
We consider a wide range of wishes and goals, including buying a house, planning for retirement, saving for children's education, investments and much more. Our aim is to ensure that your financial wishes are within reach.
How do you earn your money if counselling is free?
We receive our remuneration from our partners, including banks and insurance companies with whom we work. These partners pay us commission for the financial products and services we broker.
Do you offer specific financial products?
We do not sell specific financial products. Instead, we create customised concepts that are tailored to your individual needs and goals. These concepts can include various strategies and solutions that will lead you to your financial goals.
Why should I favour a tailor-made concept over a specific financial product?
A customised concept offers a holistic and individual approach to your financial planning. It takes into account all aspects of your financial situation and goals, rather than focussing on a single product. This leads to better customisation and a higher likelihood of achieving your long-term goals.
What is the difference between your services and the direct purchase of a financial product?
Unlike buying a financial product directly, we offer you a comprehensive financial plan that is tailored to your individual needs and goals. We create value through in-depth analysis and long-term planning to realise your financial dreams.