Independent financial advice from Hamburg


Independent financial advice 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 Independent financial advice from Hamburg






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    More information about Independent financial advice from Hamburg

    In doing so, we assume the role of the “financial physician”: As with a medical history, all the factors that are important for further planning must be included. In the foreground are the development of a “risk profile” of the customer – is he willing to take risks or in financial matters more conventional? – and its expectations for pensions and old-age insurance. “Networked thinking” is required, after the analysis of the existing assets and the already existing investments, to create an individual financial plan that clarifies the current situation and the future prospects. Only then can an independent financial advice begin.
    Independent and free financial advice in Hamburg

    Within the framework of independent financial advice and financial planning, scenarios are often developed to reflect different assumptions about future developments. Only then can we proceed in the next step to optimize the asset structure in close contact with you through possible shifts and thus implement the results of independent financial advice and financial planning.
    The basis for your dreams

    Independent financial advice and planning is a long-term process – because many aspects only develop their full effects in the future, for example in retirement. This time you should take as a customer, because a successful advice and financial life planning is the basis for the realization of your dreams and wishes! Contact us and we will help you with further financial planning – your independent financial advisor from Hamburg.