Expats in Germany require a multitude of financial services in several fields, which are more often than not interlocked – which is why a fully comprehensive independent financial advice has to include all of the below if meant seriously. Our holistic approach in giving advice to our clients include:

Insurance advice:

***: These insurances are recommended as essential and “must-have” for all residents in Germany by the consumer protection agencies in Germany.

We also offer all kind of insurance services. As a broker we are obligated to present your best interest against the insurance companies. Part of this means we’ll handle your communication with the insurance company for you, including claims settlement.   You can also use our fee-based extended insurance service which includes digitalising all your existing insurance documents, offering you a digital and well organized insurance folder to which you have access from any computer or smart-phone anytime

Here you can find more about this : Insurance Services

Pension planning / tax saving

  • German tax saving pension plans for employees
  • German tax saving pension plans for self-employed/freelancers
  • Company pension schemes
  • QROP pension transfers to Germany
  • International pension plans (offshore)

Investment

  • Portfolio check and optimization for existing investments
  • Investment strategies custom tailored which include
    • Mutual funds
    • Managed funds
    • ETF
    • Closed ended funds /tangible assets
    • real estate
    • offshore solutions

Mortgage

  • best mortgage out of more than  300 German and international banks for properties in Germany
  • assistance with all the paperwork required for the mortgage application
  • due dilligence for the property (fee based)