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.

Your satisfaction is our top priority. If you are not satisfied with our service, you can contact us at any time and we will do our best to clarify your concerns and find solutions.

Yes, we also offer financial advice for companies. We help companies to achieve their financial goals and develop long-term strategies for wealth creation and pension provision.

We attach great importance to the protection of your personal data. All information you provide to us will be treated confidentially and will only be used for the purposes of your financial advice. We adhere strictly to data protection laws and ensure that your data is stored securely.

We offer a wide range of insurance policies, including occupational disability insurance, life insurance and private pension insurance. Our aim is to offer you comprehensive protection and minimise your financial risks.

Our advice is independent and customised. Unlike banks, which often only offer their own products, we have access to a wide range of financial products from various providers. This enables us to offer you the best solutions for your individual needs.

You can make use of our advisory services as often as you like. We are always here to answer your financial questions and help you adjust your financial strategy.

Yes, we offer tax planning support. Our advisors can help you optimise your tax burden and take advantage of tax benefits to improve your financial situation.

You can easily make an appointment via our website or by telephone. Our advisors are available to you flexibly to find a suitable date for a personal or online meeting.

After the initial consultation, we carry out a detailed analysis of your financial situation and develop a customised concept. We present this concept to you in a further personal meeting to ensure that it meets your objectives.

Yes, we can review and manage your existing insurance policies. We can help you ensure that your current insurance policies are optimised to meet your needs and make improvements where necessary.

Families benefit from our comprehensive financial planning and insurance services designed to ensure financial security and stability. We help families plan for the future and achieve financial goals.

Yes, our financial strategies are ideally suited to the self-employed and freelancers. We understand the unique financial challenges faced by the self-employed and offer customised solutions to ensure their financial security and stability.

Yes, we offer training and workshops to educate our clients on financial topics and help them make informed financial decisions. Our goal is to strengthen your financial literacy and provide you with the knowledge you need for successful financial planning.

The time it takes to see results depends on your individual goals and the complexity of your financial situation. However, you can usually see initial progress within a few months if you implement the recommended financial plan.

Absolutely! Our advisors specialise in explaining complex financial topics in an understandable way and helping you step by step through the planning process. Regardless of your level of knowledge, we can help you achieve your financial goals.

We are flexible and adapt our strategies to the changing wishes and circumstances of our clients. Regular reviews and adjustments to financial plans ensure that your strategies always remain up-to-date and relevant.

We start every consultation with a detailed analysis of your current situation and your individual goals and wishes. On this basis, we create customised financial strategies that are precisely tailored to your needs. Your wishes are always at the centre of everything we do.

Companies benefit from our customised financial strategies, which aim to achieve the company's financial goals and ensure long-term stability. We help companies to identify growth opportunities and minimise financial risks.