As an English speaking financial advisor, I will help you with pension planning.
.jpg)
As a non-native German, you have different needs. We have the answers to your questions
Hi, my name is Alex and I'm here to guide you
Licensed Financial Advisor and Insurance Expert (Honorar Finanzberater 34h; Versicherungsvermittler 34d)
Masters in International Business - Maastricht University
Independent financial advisor
%20(1).jpg)
You want to know how to calculate your public pension. You want to have a strategy on how to retire in Germany? Then let's get started. Book your 3 step program now. The first session is free.
Time: 30 min
Cost: €0
During our upcoming discovery call, we'll delve into how I can assist you in achieving your goals. This is your opportunity to share your current situation, aspirations, and any questions you may have.
The primary objective of our meeting is to determine if my expertise aligns with your goals.
I'm eager to explore this further with you.
If the Discovery Call sparks your curiosity, we can then dive into the more detailed Pension Strategy session.
Time: 60 min
Cost: €69
Financial Snapshot
We will analyze your monthly surplus, assessing income and expenses, and weigh your equity balance, including savings, loans, and investments.
Risk Profile
We'll also determine your risk tolerance and evaluate how much risk is suitable for your financial situation.
Instill confidence in your retirement planning, understand how much to save, be aware of the advantages and disadvantages of available options, and make informed decisions on the best-suited retirement plan.
Time: 90 min
Cost: commission*
Outcome: Leave with a personalized retirement plan that makes you feel confident and accomplished in your financial planning.
Book discovery call
I admit it: I'm no expat, but rather as German potato as it gets. Nevertheless, Alex proved to be the first consultant that actually suggested us to cancel certain insurances that were no longer fitting to our personal needs and lifestyle and only recommended meaningful new ones. There was never any pressure, just an honest discussion about risks and preferences.He also can claim the honor of managing to set up a pension plan for my wife, which I was never able to during 13 years of partnership (he insists though that he's no marriage counselor ;) ). I wholeheartedly can recommend Alex to anyone seeking advice and an honest sparring partner for discussing your financial situation.
