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Our service - your added value!
One point of contact for all financial matters - independent and competent.
We work independently - for you
We are not acting on behalf of a bank or insurance. This means that we advise in your interest and work out product solutions that suit you. Without selling pressure from a product supplier.
We save you money
Low interest rates - favorable contributions.
We have over 400 banks and over a thousand insurance rates in our portfolio. We find for you the top rates and offers of the individual providers.
Network of specialists
As a financial services provider, we not only have credit experts and insurance specialists. We can also draw on a far-reaching network of experts from various disciplines. Including asset managers, lawyers, tax consultants and property developers.
We save you time
Theoretically, you could compare yourself, look for tariffs, get used to the individual topic. But where to look, what exactly is to be considered? Which tariff characteristics are important? We help you with our technical expertise - and you save time. The best result with minimal effort for you.
Honest and transparent advice
Benefit from our many years of expertise in financial services
We finance your dream home or your property as an investment. In the event of financial bottlenecks or major purchases, we can help you by obtaining a favorable personal loan. Financial freedom can also bring together multiple existing loans to reduce rates and interest charges. We find a solution for almost everything.
Asset growth
With the right investment strategy that suits you, medium and long-term assets can be built up. This works either with regular monthly savings contributions or with an investment amount in one sum. By determining your investment objective and risk appetite, your individual investment strategy will be determined and your portfolio will be structured accordingly.
Insurance
Safeguard risks - but right! The most important insurance companies are quite manageable. These include, for example, health insurance, liability insurance and occupational disability insurance. Further insurance requirements result from the individual life situation. A single household, for example, requires other safeguards, such as a family with children. We show you your risks.
