Online Financial Consulting
Our online financial advisory service gives you the same trusted, transparent experience we provide in person—without the need to travel. You can discuss your financial goals, investments, pension plans, and insurance options securely through a video call.
- Benefits of Online Financial Advisory:
- Book a meeting easily through our online calendar (Calendly)
- Get advice from certified, independent financial advisors in Berlin
- Receive consultation in English or German
- Save time while accessing the same high-quality service
- Ideal for expats, remote workers, or anyone outside Berlin
Your Personalized Financial Consultation Includes:
- Investment Consulting: Learn how to invest smartly in Germany with ETFs, funds, or sustainable portfolios.
- Private Pension Planning: Understand and optimize your retirement strategy (Riester, Rürup, or private plans).
- Insurance Analysis: Get clarity on health, liability, and income protection insurance—without overpaying.
- Tax-Efficient Wealth Building: Discover legal, tax-smart strategies to protect and grow your income.
Each consultation is tailored to your unique situation. You’ll receive honest, unbiased advice designed to help you reach your financial goals.
Who Benefits From Online Advisory
Our online sessions are ideal for:
- Expats in Berlin and across Germany seeking English-speaking financial advice
- Remote professionals who prefer flexible consultation options
- Families planning long-term financial and pension goals
- Entrepreneurs and freelancers who want efficient, personalized financial planning
We make financial advice accessible, reliable, and transparent—no matter where you are.
