3 steps to your financial concept
Analysis call
We use the first appointment to get to know you better. This is all about your current status, your goals and your wishes.
There is no advice on products in the first appointment, because every customer deserves his individual concept.
Select the best products
Here we slowly come to your concept. In the background we went through the analysis and compared for you. We will then give you the opportunity to participate in the conversation. We have prepared a selection and will walk you through it point by point. Because you should understand what is best for you.
Perfect concept for you!
We're there. After we have created the concept together, the consultant has completed everything and will clarify your last questions with you. Your concept is in the starting blocks and is just waiting for your go.
At further annual meetings, we continue to refine your concept so that everything is always up to date.
Services
Here you have a small overview of our services. Here we have made an overview for you to give you a first look. You are welcome to take a look at our services for more detailed information, or to clarify some questions in our blog.
Feel free to book an appointment to get advice on your concerns. Our team is happy to help you.
Nachhaltigkeit Beratung
Wir wollen gemeinsam unsere Welt retten. Hier haben wir uns darauf spezialisiert, dass wir dir ein "WeltretterInnen" Konzept anbieten können. Hier filtern wir anhand unseres Nachhaltigkeitsfilter die richtigen Produkte raus, sodass du in nachhaltige Projekte investieren kannst, und dabei eine starke Rendite genießen kannst.
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1200+
satisfied costumers
30+
Financial Advisor & Broker
200+
real estate mediated
frequently asked Questions
Why does it make sense to hire an insurance broker?
An insurance broker has sufficient knowledge to be able to offer customers individual advice. The broker is also obliged to advise independently and in the interests of the customer. The broker is liable for incorrect advice and offers the cheapest possible tariffs for the desired services.
How much does a consultation with an insurance broker cost?
The consultation is completely free of charge. However, the brokers receive a commission from the insurance companies. This brokerage fee is already included in the insurance premium. Taking out insurance directly from the provider or via comparison portals does not reduce the price.
Which investment is the best investment?
There is no right answer here. Each consultation is individual, since each person has individual wishes and takes individual risks. So we see which type of investment is best for the customer. A combination can also occur here.
What insurance do I need?
There is no correct answer here either. What is important is the life situation the person is in. A precise needs analysis is also carried out, and only recommendations are given in the following. Each person must assess their own risk and know to what extent it should be secured.
