Our Tailored
Financial Services
Pensions, investing, insurance and tax optimisation.
Retirement Planning
Pension Gap Analysis: Understand your expected retirement income shortfall
Private Pension Planning: Build additional income beyond state pensions.
Tax Efficient Retirement: Structure contributions with tax efficiency considered.
International Planning: Plan around an internationally mobile future.
Investment Management
Investment Strategy: Build around your goals and timeframe.
Portfolio Management: Create and manage diversified investment portfolios.
Wealth Building: Invest systematically for long term growth.
Existing Investments: Review and improve your current portfolio.
Income & Family Protection
Income Protection: Protect your income if you cannot work.
Family Protection: Protect those financially dependent on you.
Life Insurance: Provide financial security for your loved ones.
Existing Coverage: Identify gaps in your current protection.
Basic Insurances
Personal Liability: Protection against costly third party claims.
Legal Protection: Cover potential legal costs and disputes.
Household Contents: Protect your belongings against major risks.
Insurance Review: Check your existing policies and coverage.
Community & Additional Services
International Community: Connect with professionals building lives in Germany.
Exclusive Events: Join private gatherings and larger community events.
Professional Network: Access trusted specialists across different industries.
Additional Support: Connect with legal, immigration and other experts.
Financial planning for internationals building their future in Germany.
This website provides general information only and does not constitute personal financial advice or a recommendation. Any suitable course of action depends on your individual circumstances. Investments carry risk and can fall as well as rise, and you may get back less than you invest. Tax treatment depends on individual circumstances and may change. Cross border situations can add additional complexity.
Chris Everitt (Senior Partner) and Jasper Bossmann Everitt (Partner) are IHK-qualified financial consultants (IHK Berlin), registered as insurance intermediaries under §34d GewO and as financial investment intermediaries under §34f GewO.
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