Independent financial and investment advice anywhere in the world
We are flexible and not location-bound. We advise you honestly over the telephone, digitally personally via video conference or in personal conversation.
I also like to come to your home, if you live in Berlin and surroundings. If the travel costs are taken over, we will come to you even with larger distances for a personal appointment. A free initial consultation on the topics of investment, insurance comparison, credit comparison or financial coaching we can offer 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 are designing more than 800 customer portfolios with more than € 33 million in deposit volume. We manage more than 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 also look forward to mandates from Spain, Italy, Poland, Sweden, Finland, Ireland, Greece or Turkey. The consultations usually take place via Skype or video chat. Document exchange takes place via dropboxes or email. You decide which is the most comfortable way for you.
Of course, you are always a welcome guest in our offices in Berlin or Brandenburg.
Financial advice worldwide
Our customers give us worldwide trust. We advise more than 50 clients from Russia, USA and Australia. We also have satisfied customers in other countries and manage their assets. We are happy to inform you independently and without obligation how a potential cooperation can look like. We look forward to receiving your inquiries.