We are investment experts and design individual investment concepts for you. We advise you on choosing the right bank account, design a flexible investment concept for you with investment funds and design a tax-optimized pension solution. We advise you on choosing the right bank account, design a flexible investment concept for you with investment funds and design a tax-optimized pension solution.
As an independent broker, we work in the interests of our customers. We analyze all existing contracts and, if necessary, optimize the current insurance situation. With our financial concepts, you will never again pay too much for your insurance and you will be well protected.
We live in a consumer society and often make fundamentally wrong financial decisions. We help you manage your money better, avoid unnecessary expenses, build a nest egg and even achieve financial independence.
We compare over 280 commercial insurances to find comprehensive coverage for your company. We advise you on everything from simple public liability insurance, D&O and vehicle fleets to the protection of special risks.
We will find the right bank for you with the best offer for your real estate financing. To do this, we compare up to 230 different banks and thus optimize your interest expense and ensure flexible conditions for loan repayment.
Real estate offers opportunities, but also many risks. Various factors are decisive in order to ensure that buying a house or apartment is also profitable for you. We are happy to help you independently in your decision-making and also show you alternatives.
Your independent investment advisor and insurance broker from Berlin
Independence, vision, trust. These qualities have been the pillars on which our business success rests for more than ten years. A bonsai tree is a symbol of living nature. However, keeping such a tree is associated with effort and regular care. So that your assets continue to grow and your financial concept is always optimally tailored to you, we see our service primarily as continuous support, where we regularly monitor your portfolios and optimize them if necessary or change insurance policies if necessary.
It is very important for us that you are actively involved in the process of financial conception and asset structuring and that you deal with the issues. Together we create a financial concept tailored to your needs and together we realize your goals and dreams.
Take a look at what our customers say about us to get a better picture of our service.
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We compare 370 fund companies, 770 banks and over 34,000 different insurance tariffs for you and then find the products for you that suit your goals, your wishesand your life situation. In our recommendations, we also pay attention to product quality, economic performance, return on capital, cost structure or customer satisfaction with the respective provider.
Our quality promise: With us there is no “run-of-the-mill advice” and no “sales out of the drawer”. We design all investment and financial concepts individually, independently and tailored to your life situation. This includes an analysis of your current life situation and your risk type (see, for example, old-age provision risk classes), but also your future plans.
We offer you a total of over 15 years of consulting experience in finance and insurance. We therefore know the stumbling blocks, questionable offers on the market and only recommend first-class products, the best conditions and banks, funds and insurance companies with a certain size, high service quality and sufficient financial strength.
Your insurance broker & investment advisor
from Berlin and Brandenburg
Independent financial and investment consultancy in Berlin and Brandenburg
Start your journey with us today.
As an independent financial services company with many years of experience in consulting, we know what is important. We listen carefully and create an individual and suitable financial concept for you from the areas of asset accumulation, pension planning, security and real estate financing.
Analysis, planning, advice and long-term support are the central instruments of our service. We are completely independent and at the same time always well informed through our partner network.
You are in the foreground in all decisions. Everyone is different. Just like his goals, wishes and initial situation. Investment styles are diverse, as are investment opportunities. Some insurances are superfluous, while others are absolutely necessary. The range of investment opportunities and insurance is simply overwhelming. We know the market and, as a long-term companion and coach, guide you to your very own investment strategy and hedging concept. Our ability is to bring together what goes together. Do not hesitate any longer and ask for an independent second opinion.
The basis of this partnership consists of trust and sympathy. But first we have to get to know each other. On these pages you will get a first impression of who we are and what we do. And if you like that, then we would be delighted if we could get to know each other deeper in a personal conversation.
We look forward to your inquiry.