You are working in Germany and need a financial advisor?
We help expats in Germany to optimize their finances.
Get independent and professional advice on your finances
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 will show you what opportunities there are for you as an expat to invest your money and together we will create a portfolio that suits you and your goals.
We show you mathematically which possibilities there are for you to make reasonable provisions for your old age.
We find out which insurances make sense in the current situation and find the best value for money for you.
What our clients say
Here are a few excerpts from our Google reviews.
Why you should book a free consulting with us
We are certified and and experienced financial advisor.
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.