Independent financial and investment advice anywhere in the world
We are flexible and not tied to a specific location. We advise you honestly over the phone, digitally in person via video conference or in a personal conversation.
I am also happy to come to your home if you live in Berlin and the surrounding area. If the travel costs are covered, we will come to you for a personal appointment, even for longer distances. We can offer a free initial consultation on the topics of investment, insurance comparison, credit comparison or financial coaching for the following districts or regions: Berlin Friedrichshain, Kreuzberg, Berlin Mitte, Schöneberg, Lichtenberg, Hellersdorf, Marzahn, Prenzlauer Berg, Charlottenburg, Wedding, Treptow-Köpenick, Steglitz-Zehlendorf, Berlin Spandau, Neukölln, Pankow, Potsdam, Reinickendorf, Berlin Wilmersdorf or Potsdam.
In addition, we are happy to come to you free of charge if you come from the area of Strausberg, Petershagen, Neuenhagen, Bernau, Rüdersdorf or Altlandsberg.
In total, we design over 800 customer portfolios with a deposit volume of over 33 million euros. We manage a total of over 5,000 contracts and advise customers from over 70 countries.
Our customers come from France, Austria, Hungary, Denmark, Switzerland, Belgium, Holland and Great Britain. Of course, we are also looking forward to mandates from Spain, Italy, Poland, Sweden, Finland, Ireland, Greece or Turkey.
The consultations usually take place via Skype or video chat. Documents are exchanged via drop boxes or email. You decide which is the most convenient way for you. Of course you are always a welcome guest in our offices in Berlin or Brandenburg.
Financial advice worldwide
Our customers around the world place their trust in us. We advise more than 50 clients from Russia, the USA and Australia. We also have satisfied customers in other countries and manage their assets.
We would be happy to inform you independently and without obligation what a potential cooperation could look like. We look forward to receiving your inquiries.