Who we are?
We are certified independent financial advisors
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.
We help expats who wants to stay in Germany long term.
We help you create an individual investment portfolio tailored to your personal goals.
Depending on how long you plan to stay in Germany, it may make sense to look at the different retirement plan options to find the most profitable solution for you.
In order to protect your current and future assets in the best possible way, we show you which insurances are really important in Germany and which are rather nice to have.
What our Clients say
about our Independent consulting
How does my consulting process work?
Step 1: Application
Use our appointment form to apply for one of our free consulting slots. After a brief review of your details, we will contact you for a 5-minute phone call to arrange our first appointment.
Step 2: Free consultation
We make an as-is analysis of your finances and discuss intensively with which strategy you can achieve your personal goals in the most risk-efficient way.
Step 3: Implementation
We implement all discussed investments for you, so that you can build up your assets in a planned manner from now on. We manage and control your portfolio on a continuous basis, so you can focus on your main job with peace of mind.
We are certified & experienced investment consulants
Fabian Beining & his team specializes in investment funds and is happy to advise you on the topics of fund-based retirement planning and general investment.
Today, he helps his clients from all over Germany to develop an attractive investment portfolio in order to build up assets in a plannable way.