PRIVATE CLIENTS · FINANCIAL PLANNING
Independent advice for households that want to know where they really stand, and what they can actually do about it.
Book an appointment →Must-haves
If you can no longer do your job, who replaces your income?
Find out more → PRIVATE CLIENTSFrom the seventh week of illness the money stops, unless you have private cover.
Find out more → PRIVATE CLIENTS80% of serious accidents happen in leisure time, outside statutory cover.
Find out more → PRIVATE CLIENTSState care insurance covers only a fraction of the real cost.
Find out more → PRIVATE CLIENTSIn the worst case, what counts is financial stability for the family.
Find out more → PRIVATE CLIENTSWhoever is liable pays out of their own assets, for the rest of their life.
Find out more → PRIVATE CLIENTSWithout the paperwork the court decides, not your family.
Find out more → PRIVATE CLIENTSWorried about the cost of dentures and implants? Supplementary cover protects your budget.
Find out more →Building wealth
The state pension level is falling. Anyone without private provision will feel it.
Find out more → PRIVATE CLIENTSEvery year, millions of people in Germany forgo subsidies they are entitled to.
Find out more → PRIVATE CLIENTSThree state-backed routes. Which one fits your income?
Find out more → PRIVATE CLIENTSNot every older pension contract still delivers what it promised.
Find out more → PRIVATE CLIENTSWhat you put aside for your child today decides what they can do tomorrow.
Find out more → PRIVATE CLIENTSBuilding capital without overpriced products, with a clear strategy.
Find out more → PRIVATE CLIENTSWealthy on paper but short of cash: a common mistake.
Find out more → PRIVATE CLIENTSCash loses value in real terms. Real assets protect it.
Find out more →A free first consultation, in person, by phone or by video. You then decide how to proceed.
Book an appointment →