Financial advisor Berlin
We help expats like you with their finances
Our mission is it to help expats in Berlin with theis finances. As independent certified financial advisors, we work exclusively on behalf of the client and provide you with a fully transparent consulting process.
We help you as an expat in Berlin to find the best investment and pension solutions.
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 for the long term to build up wealth.
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 financial advisory
This is how your consulting process works
We usually have three in-depth interviews (approx. 1h), which take place either via Zoom or in our office at Alexanderplatz in Berlin.
We are certified independent financial advisory. Specialized on expats living in Germany.
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.
Björn Tappe is a certified independent investment consultant and expert in the area of penion planning and pension models. Prior to financial consulting, he studied business admistration, earning a Master´s degree. Björn is very experience with all calculation for the pension plans of our clients.
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.
Why it makes sense to invest right now?
Together with our research team, we looked at all the data from the last 120 years. We found out that statistically every 8-10 years there is a crisis on the stock market. So it is nothing unusual at all and is part of long-term investing. On average, these crises take 2.3 years to recover.
Historically, whenever you have invested in times of crisis, you have been able to significantly outperform the market afterwards.
The current crisis on the stock markets has been going on for about a year now. The difficulty is that nobody knows when the crisis will bottom out. Therefore, it makes sense to invest in monthly savings rates now, when the prices are attractive. You can get more information about the current situation in a personal 1:1 conversation.
Why you should join our group of clients
Our goal is to become the number 1 contact for expats in Germany when it comes to finance. We achieve this by acting exclusively in the interest of our clients and providing unique transparency in our advice.
Frequently asked questions
Here you will find answers to frequently asked questions: