Quite simple. You reach out to us and we set up an appointment for us to get to know each other and find out if a collaboration makes sense for both sides. Should we decide to work together, the next step is to tailor your individual solutions to get you to where you want to be. Digital or in person, we make recommendations, and you call the shots – guaranteeing a hassle-free and high-returns process.

For non-community members, creating a financial plan has a one-time cost of 95€. There are no additional costs on-top for implementing the financial instruments of your choice, as this is legally regulated.

Want to know more?

Book an initial complementary consultation – we’re happy to look at your individual situation.

As expats consultants we specialize in geographically-flexible solutions. Start planning here.

There are four basic ones (workforce, private liability, health & nursing care, pension) that are must-haves for every person living in Germany. These are the areas where statutory insurance is by far insufficient. Depending on your individual situation, additional insurances are either compulsory or strongly recommended. Missing any? Send us a consultancy request.

Same financial instruments as for Germans. The question is not what can you invest in but what suits your individual situation – including your residence permit status, the agreements between the countries of your nationalities and Germany, your sustainability preferences, your beliefs etc. It’s a tailored approach.

Financial advice and fiscal advice are two sides of the same coin, but they are uniquely regulated professions. In the same way a tax advisor cannot provide financial advice, we cannot assist you with your taxes. Our clients, however, have exclusive access to our partnerships with tax advisors Germany-wide.