Your attitude determines your direction.
- Money saving
What we offer
An investment advisor is more than a bank advisor or insurance agent. Find out more about the job and the opportunities now. Your goals? You determine them yourself, just like the strategies with which you want to achieve these goals. Benefit from more than 40 years of experience and become a partner in an extraordinary company.
For young people
A lot is changing for you. Found your first flat share or your own apartment? Congratulation! But how do you finance your facility? Your first car is finally at the door – but what about insurance? And everyone is talking about the best thing to do now is to provide for old age – but how?
Quite a lot at once. The good news are that we can give you some answers to these questions. Let’s talk about it.
Health and risk prevention
Your health is your most valuable asset. You will feel this especially when it is threatened. In such a situation, you don’t want to have to worry about your financial security. Together with our partners, we protect you and ensure that you receive the best possible care – in the event of illness, while traveling, in old age or in the event of disability.
Asset building & banking
Do you want to do more with your money? Then let’s talk about interesting investment opportunities. Can everyone invest on their own? That’s right. Our recommendation, however, is: Benefit from our experience and proven investment strategies that help you minimize risks and increase your return. Use top products for the efficient management of your financial affairs.
Life is risk. And if fate strikes, you need good and reliable help. In this way, you can quickly and smoothly manage a damage event in your home, replace your valuables after a break-in and look forward to the regulation after a car accident. We analyze your situation precisely, help you to fill the gaps in your coverage and are at your side in the event of an emergency.
Everyone wants a retirement without financial worries. But this wish only comes true if you do something for it. You cannot maintain your standard of living with the statutory pension alone – so prepare now and learn more about your options. Use state funding and save tax if necessary. We would be happy to explain how you can make smart provision and enjoy your age.
Education and training of children
The future belongs to our children. The education and training of your children is the cornerstone for a solid life path. However, the cost of this can be immense. We will show you different strategies on how to prepare the financing early. So you are flexible later and do not have to do anything.
Finally in your own four walls! This dream becomes very important for many at the latest with the foundation of their own family. The current low interest rate phase offers the best prerequisites for your project – and you should not miss out on the state subsidies either. Create lasting value instead of paying rent month after month. We advise you comprehensively on your options.
Government grants & tax savings
An essential component of our advice is the consideration of government subsidies and possible tax savings.. Especially in times of low interest rates, it is more important than ever to use such advantages as a kind of interest replacement. We’ll show you how. For example, did you know that even as a mini-jobber you can secure the benefits of the Riester pension? Or that you can use expenses for private long-term care insurance as special expenses to reduce taxes? Let’s talk about your options.
The five step
of becoming partners
How does good advice start? With the right questions and with listening! In the beginning there is always the customer with his very personal goals, possibilities and existing contracts. Based on this, we develop a tailor-made concept for pension provision, coverage, wealth accumulation and all other financial questions. Only then is it about the right products that will make your goals achievable. Our financial advisors see themselves as lifelong companions for their clients when it comes to their finances.
- AnalysisCapture the current situation with your wishes and goals
- PlanningEvaluation and wealth planning with a seal of quality
- ConsultationPersonal advice, tailored to your wishes and goals
- RealizationRealization of your wealth planning
- PartnershipPermanent partnership