Our philosophy for you as an expat
As certified 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.
100% Independent Financial Advisory for Expats in Germany
Over 10,000 investment funds. tax optimized.
We help you develop an investment portfolio that fits your personal wishes & goals.
Mathematically precisely calculated. Highly profitable and tax opitmized.
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.
Objective comparisons. Transparent advice.
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.
Get more information about each topic
It is compulsory to have health insurance whilst living and working in Germany. There is a dual system in place which means residents have a choice between private and state (Statutory) health insurance, provided certain criteria are met.
The German state pension scheme is the cornerstone of pension planning in Germany. The German government has realised this and are actively encouraging its residents towards private pension planning system.
We offer solutions to protect you financially from any unforeseen events that may occur during your time in Germany. Using our expertise and knowledge of the German insurance market.