You are working in Germany and need a financial advisor?
We got you covered!
We are sepcialized on expats
What we do
Retirement Plan – Together with you, we develop a private pension concept that is mathematically profitable.
Investment Plan – We’ll help you build wealth for the long term.
Insurances – We take care of your optimal insurance according to the motto – properly insured, instead of over-insured.
What we don´ t do
Tax advisory – We are not authorized by law to prepare tax returns.
Mortgage Advisory – We are not a bank and therefore cannot offer any credits or mortgage loans.
Crypto Advisory – We are not allowed to provide information about crypto and other highly speculative short-term investment products.
Our Service for you
Get independent and professional advice
We are sepcialized on expats
We help expats who want to stay in Germany for a long time.
We not only realise the importance of having a sound financial plan for the growth of your investments and retirement funds but also how crucial it is to protect what you have already achieved.
While living and working in a foreign country with a different set of rules and regulations, it can be very difficult to decide which risks are really relevant to you and in which areas you need added protection and security. That’s why we pride ourselves on speaking the language you’ll understand.
If you are an expatriate, we can help you navigate through the maze of insurance, savings and investment products, and provide not only the best package designed for your specific needs but also the best price-value-ratio for your situation.
What our clients say
Senior Software Developer
„since I moved to berlin, running finances and investment in Germany felt so complicated. this was my first financial consultation and as a matter of fact i’d describe it as enlightning.
Fabian was very patient to answer my basic questions and took a lot of time to guide me through the different short-term/long-term opportunities and types of insurances and explained the related German jargons that seemed scary before into plain english .
He was very timely in his followups. and overall I had a very smooth experience and felt no pressure towards specific options or plans, and I rather ended up with a tailored and easy to change plan. I would highly recommend especially for internationals.“
PHD Student Chemistry
„Great pleasure to work with Fabian Beining. A big plus for me was that he speaks English fluently. He explained to me the complicated German insurance system in great detail and with a lot of competence.
He tailored the necessary insurances to my needs. Thank you very much for the collaboration!“
How does your consulting process work?
We’ll get to know each other, talk about your financial goals, and take your data so we can create a financial plan for you.
We create an individual financial concept for you, which we explain to you step by step.
We will implement your financial concept so that from now on you are in the best financial position and can achieve your financial goals in the most efficient way.
Meet our team
Fabian Beining – Investment 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.
Fabian helps his clients to develop an attractive investment portfolio for medium and long-term investments.
Dennis Ninnemann – Investment Consultant
Dennis Ninnemann is a certified investment consultant and expert in the areas of asset protection, retirement planning and wealth accumulation.
Prior to becoming an advisor, he studied business consulting, earning a Master’s degree.
Dennis brings many years of experience as an investment advisor and helps our clients understand even the most complex issues in a brief manner.