Financial services from Hamburg


Financial services from Hamburg

Your advantages with us

  • Independence - We are not bound to a specific provider
  • Large banking, insurance and financial services network
  • because of the network - big product access and comparison possibilities
  • Years of experience
  • Choice between fee-based billing with products at net rates or the classic commission payment of the product provider
  • Individual offers - we will find the right product for you


Ihre Anfrage zu Financial services from Hamburg






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    More information about Financial services from Hamburg

    Your Hamburg financial service provider –

    Their living conditions change over the years through family formation, career change, retirement and much more. Also, your financial plans and hedges should adapt to that. We accompany you. As a financial service provider from Hamburg, we are legally and economically independent of the supplier side – you as a consumer are our client and at the same time can benefit from a broad network of special providers.

    In asset management, your securities account is monitored on the basis of a risk-appropriate investment strategy developed with you. Our compensation is essentially performance-based and is focused on avoiding unnecessary transaction costs. With mutual funds, we use a company-independent action platform that enables cost-effective simultaneous access to several thousand funds.

    In occupational pensions, we provide companies and employees with the benefits that can result from the five ways in which they are implemented (direct insurance, pension fund, pension plan, provident fund and pension fund) for both sides. Our priority for action in the BAA is the positive development of the financing basis and liquidity of the respective company. Also, the “cure” of problematic, often underfinanced pension commitments is offered in close cooperation with specialized partners on our part. Time value accounts (lifetime working models) are increasingly proving to be a highly flexible instrument.

    As far as possible, we work together with all insurers in the area of ​​insurance, so that in many cases our clients enjoy the advantage of very favorable contributions in addition to TOP conditions in the “small print”. In occupational disability insurance, our BU security concept includes not only the usual orientation towards comprehensive conditions, but also the relevant aspects of the benefit claim (legal security in the contract, regulatory competence of the insurer and, in particular, the individual determination of occupational restrictions).

    Choosing a private health insurance is a decision with long-term consequences. In addition to a good range of services, it is above all the affordability of the contributions, especially in old age. Our spizial comparisons and ratings help you to make the best decision for you. Even in case of damage, we are your first point of contact.

    Contact us and we will help you to choose suitable financial services – independent advice on financial services from Hamburg.