In 3 Steps to Your Tailored Solution

Online-Check-up

You’ll start with a short digital check – this gives me an overview of your current situation and goals.

Phone Call

I’ll get in touch for a short call to clarify any open questions and better understand your goals.

Video Consultation

I'll present your personal concept – independent, clearly explained, and if you like what you see, we’ll implement everything together.

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2 Your Path to Clear Financial Decisions

My Core Consulting Services

Financial Education
Understand, decide, take control

Investments
With strategy instead of chance

Insurances
Smart protection tailored to what matters to you

Real estate as an investment (basic knowledge)
For specific details, I collaborate with specialised partners.

Tax and retirement planning

Inheritance & estate planning