
Personality and experience
You decide - which solution comes closest to your ideas! Our philosophy is not to sell anything, but to advise and help with questions.
We have been working in pension, financial and insurance consulting for over 30 years. In the course of our professional lives, we have enjoyed an enormous amount of specific training. We really know our stuff.
We founded our own company in 2002. Only with independence was it possible to combine the best offers and offer our customers outstanding solutions.
As independent pension consultants, we are successful because we offer better solutions. Better means, on the one hand, cleverly combining the best providers and, on the other hand, absolute service and cost transparency.
We have been working in pension, financial and insurance consulting for over 30 years. In the course of our professional lives, we have enjoyed an enormous amount of specific training. We really know our stuff.
We founded our own company in 2002. Only with independence was it possible to combine the best offers and offer our customers outstanding solutions.
As independent pension consultants, we are successful because we offer better solutions. Better means, on the one hand, cleverly combining the best providers and, on the other hand, absolute service and cost transparency.
Qualifications
Language(s) in counseling
Deutsch
Topics:
Invest money
Pillar 3a
Assess the overall financial situation
Financial Planning
Create a budget plan
Tax optimization
Second opinion
Invest vested benefits funds
Financial independence
Major purchase
Optimize insurance policies
Crypto consulting

Evaluation
Share your experience with us.