My Services

Banking

• Opening a bank account at no cost with one of Germany’s leading banks
• Ongoing, ad-hoc support whenever you need it
• Credit cards with exclusive conditions and bonuses

Private Loans and Mortgages

• Individually tailored loan and mortgage solutions
• Access to competitive conditions through a partner network of 450+ banks
• Support with KfW development loan programs
• You choose the property — I take care of the financing

Wealth Management and Financial Planning

• Defining your short- and long-term financial goals
• Creating a clear, realistic strategy to achieve them
• Smart allocation of:
• monthly savings
• annual bonuses
• tax refunds

Planning areas include:

• Home purchase plannining
• Investment planning
• International retirement planning
• Efficient use of Kindergeld and capital-forming benefits (Vermögenswirksame Leistungen – VL)

Insurance Solutions

• Tailoring the right coverage at affordable prices
• Protection for your health, income, family, and property
Including:

• Public and private health insurance
• Occupational disability and life insurance
• Property, car, and personal liability insurance