Financing (Finanzierung)
Mortgage and real estate financing (Baufinanzierung) — bank comparison, terms negotiation and full process support.
Capital protection, insurance optimization and retirement planning. Free portfolio analysis on the first call. Online booking via calendar (Zoom / Teams), interactive quiz to assess your situation in 4–5 questions.
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Insurance (Versicherungen)
Personal protection (Berufsunfähigkeit, Private Krankenversicherung) and property cover (Haftpflicht, Hausrat) — comparison, selection and contract review.
Retirement planning (Altersvorsorge)
State and private programs: Riester, Rürup, company pension (bAV). Building a personal retirement strategy.
Investment & wealth building (Vermögensaufbau)
Stocks, funds, ETFs and real estate as investment. Long-term portfolio aligned with your goals and risk profile.
Free portfolio analysis (Erstgespräch)
Introductory online session via Zoom/Teams + interactive quiz: find out if you are overpaying for insurance in Germany.