We are investment experts and design individual investment concepts for our customers. We advise you on choosing the right bank account, setup a flexible investment strategy with investment funds and create a tax-optimized retirement savings solution.
As an independent insurance broker, we work in the interests of our customers. We analyze all existing contracts and, if necessary, optimize the current insurance situation. Because of our financial concepts you will never pay too much for your insurance and are still well protected.
We live in a consumer society and make often fundamental financial mistakes. We will help our customers to manage their money better, to avoid unnecessary expenses and to build up an investmentportfolio with the goal to become financial independent in the future.
We compare more than 280 commercial insurance policies to find a comprehensive insurance for your business. We advise you on simple business liability insurance, on directors & officer insurance and vehicle fleets up to the protection of special risks.
We will find the right bank partner for you with the best offer for your real estate financing. We compare up to 230 different banks independently for our customers with the goal to optimizing your interest expense and ensuring flexible loan repayment terms.
Real Estate offers opportunities, but also many risks. However, to make a house / apartment purchase profitable for you, various factors are crucial. We are happy to help you independently in the decision-making and also show you attractive and konservative alternative investments.
Ihr unabhängiger Investmentberater und Versicherungsmakler aus Berlin
Independence, Vision and Trust. These qualities have been the pillars on which our business success rests for more than ten years. A bonsai tree stands as a symbol of living nature. The attitude of such a tree is associated with effort and regular care. So that your assets continue to grow and your financial concept is always optimally tailored to you, we see our service above all in continuous support, where we regularly monitor your portfolios and, if necessary, optimize them or change insurance companies as needed.
For us it is very important that you are actively involved in the process of financial conception and asset structuring and deal with the issues. Together, we create a tailor-made financial concept and realize your goals and dreams together.
Take a look at what our customers say about us in order to get a better impression of our service.
We compare 370 fund companies, 770 banks and over 34,000 different insurance rates for you and then select the products that suit your goals, your wishes and your life situation. In our recommendations, we pay attention u.a. also on the product quality, economic performance, the return on capital, cost structure or customer satisfaction at the respective provider.
Our promise of quality: We have no „0815 consultation“ and no „sale from the drawer“. We design all investment and financial concepts individually, independently and tailored to your life situation. This includes an analysis of your current life situation and your risk type (see, for example, risk classes for old-age provision),but also of your future plans.
We offer more than 15 years of consulting experience in finance and insurance. We therefore know the stumbling blocks, questionable offers on the market and recommend only first-class products, the best conditions and we only work wwith banks, funds and insurance with a certain size, high quality of service and sufficient financial strength.
Your Insurance Broker & Investment Specialist
from Berlin and Brandenburg
Start your journey with us today.
As an independent financial services company with many years of experience in consulting, we know what’s important. We listen carefully and create for you an individual and suitable financial concept from the areas of asset accumulation, retirement planning, hedging and real estate financing.
Analysis, planning, consulting and long-term support are the central instruments of our service. We are completely independent and at the same time always well informed by our partner network.
They are at the forefront of all decisions. Every human being is different. As well as his goals, wishes and initial situation. Investment styles are diverse, investment opportunities as well. Some insurance companies are superfluous while others are mandatory. The supply of funds and insurance is overwhelming. We know the market and guide you as a long-term companion and coach to your very own investment strategy and hedging concept. Our ability is to bring together what fits together. Do not hesitate any longer and ask for an independent second opinion.
The basis of this partnership is trust and sympathy. But we have to get to know each other first. On these pages you get a first impression of who we are and what we do. And if that pleases you, then we would be glad, if we deepen the getting acquainted in a personal conversation.
We look forward to your inquiry.