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Contact Information
Phone Icon +49-3741 598577
Email Icon info@finanzleicht.de
Address Icon Pausaer Str. 105, 08525 Plauen

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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

  • Persönliche Finanzplanung

    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.

  • Sparen und Investieren

    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.

  • Altersvorsorge

    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.

  • Berufsunfähigkeitsversicherung

    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

We are part of Deutsche Vermögensberatung (DVAG), one of the leading financial advisory companies in Germany. We have extensive experience and in-depth knowledge of the financial market.

100% free services

100% free services

All the financial advice we offer is completely free. We are here to help you achieve your goals at no extra cost.

Customised strategies

Customised strategies

We develop financial strategies that are tailored to your individual situation or that of your company in order to achieve the best possible results.

Our team

We speak German, English, Arabic, Ukrainian & Russian,
to ensure that we can help every customer in the best possible way.

Rico Wendler Financial coach
at Deutsche Vermögensberatung. Contact in German & English
Saad Saad Financial coach
Contact person in Arabic & English
Orwa Kerdiea Financial coach
Contact person in Arabic & German

Frequently asked questions

Our financial consultations are completely free of charge. We do not take any fees from our clients.

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.

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.

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.

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.

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.

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.

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.

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