Services
Free Contract Review
- Are you overpaying for your insurance or credit contracts? Let us help you find out!
- We review all types of insurance policies and credit agreements to ensure you’re getting the best deal.
- Our team can assist you in switching to better options that save you money.
- Enjoy peace of mind knowing you’re not just saving cash, but also reducing the hassle of managing your contracts!
Insurance Planning
- In Germany, you can insure almost anything – we review the policies you already have and determine which coverage you truly need to be optimally protected
- We compare the entire market to find you the best coverage at the best price, avoiding unnecessary costs or gaps
- A policy’s true value only shows in a claim – we support you every step of the way to ensure that you get your money
Retirement & Investment Strategy
- Your life goals decide how we invest your money – let’s define them first, so every step is aligned with your vision
- From a world of countless possibilities, we focus on familiar investment options like ETFs, real estate, and stocks, finding the paths that suit you without losing sleep at night
- We stay by your side as a human partner for the long term, monitoring progress, adjusting strategies, and working with you regularly to keep your plans on track, through good times and bad.
Real Estate & Financing
- Almost everyone can imagine owning property, but few actually make it happen – we help turn that vision into reality.
- Whether you have a lot or a little to invest, we show you the options to achieve your dream home now or in the long term.
- We digitally compare banks across Germany to secure the best financing terms for you – all from a single, seamless source.
For Expats in Germany
- Finance is complex for locals – imagine navigating it in a foreign language. We are a trusted partner for expats, providing security and support to navigate finances in Germany
- We help you understand your financial options and make the most of them
- Our services are available in multiple languages, including English, Latvian, Russian, and Spanish.