DIE WIRTSCHAFTSPLANER · SINCE 1989
Provision, protection and wealth building for parents, children and whatever comes next. From the first savings plan to the living will: structured, honest and matched to where you are in life.
View private clients →If you make the decisions, you also carry the risk. We structure the risks others overlook, from your first policy to succession planning.
View business clients →What you built during your working life should carry you afterwards too. We check what is really there, and what you may be paying for without good reason.
About us →Since 1989 we have stood for independent advice in our clients’ interest. Find out who is behind W&P and what drives us.
About us →THE FINANCIAL MASTER PLAN
* The figures shown are based on average results and may vary with your personal situation. Find out what savings and potential are possible in your case.
Everyone plans their life: their training, their career, their holidays, buying a home. Only our financial path tends to develop without a plan. Over the years, many separate decisions are made about insurance, investments, financing, energy contracts and pensions, each of them in isolation.
Potential is lost that way, unnecessary costs build up and real opportunities go unused. The financial master plan brings every area of your finances into one coherent picture. Not to sell you as many products as possible, but to create transparency and give you a sound basis for your decisions.
It is often not the big decisions but the many small amounts and hidden opportunities that grow into considerable sums over the years. We analyse where you stand today, set out your savings options and available grants clearly, and develop recommendations tailored to you. Whether you act on them is always your decision.
Get your master plan →01 · THREE STEPS TO YOUR MASTER PLAN
Three steps, built on your personal master plan.
Getting your money back
In any household there are contributions, premiums, interest payments, energy costs and taxes that need not be this high. Together with you we gather all the figures and examine every entitlement for improvement or refund, by phone, online or in person.
Analysis
New information becomes insight. Insight leads to good decisions. And good decisions build wealth. That is exactly what we develop your personal master plan for, together with you.
Securing the future
A financial planner is independent, and their task is to act for the benefit of the client. Our code requires that clients can rely on the quality and partnership of their adviser, without conflicts of interest and without corporate agendas.
OUR STORY
What began as a small advisory practice is today a nationwide network for clients who want to know what is really going on. Find out who we are and why we do what we do.
More about us →02 · OUR THREE WORLDS
We are independent and can choose almost any provider on the market. We work particularly closely with a number of main partners, because our clients and we can rely on them equally.
03 · RANGE OF SERVICES
Private clients
Must-haves
Building wealth
Financing
Business clients
€14,719.00
That is what saving €100 a month adds up to over ten years.*
Claim it back →* assuming 4% interest per year
