Why book an appointment now?
“Assets change hands in a crisis.”
Now is the right time to act, because the next 2-5 years will be marked by profound economic changes.
Those who act strategically now will take advantage of upcoming economic upheavals in the long run.
I will recommend you the course of action to take.
Expert advice on all aspects of your money
On-site counseling in Hamburg-Bergedorf or flexible online counseling-anywhere in Germany.
Counseling from an investment of 10,000 euros or 100 euros per month on.
What are the benefits of counseling?
I will analyze your current financial situation and identify untapped potential. I will also provide you with a solid view of likely market development and show you where the greatest opportunities lie to increase your capital in a targeted way over the next few years.
Tax-optimized investment
Through skillful strategy, we recover a portion of the taxes paid by the tax office and invest this money in further investment.
Use of government benefits
Using government grants, we help your assets grow faster.
Funds, ETFs, real estate, building society savings contracts, gold, precious metals or life insurance policies: which investment strategy is right for me?
Let's examine which form of investment makes sense in the current economic situation and promises the highest potential returns.
Long-term consulting with ongoing development and adjustment of your investment.
Your investment is regularly reviewed and adjusted as the world is subject to constant change.
FAQ
What differentiates you from a bank consultant?
I will be able to tell after a detailed analysis. There are many good bank advisors, but they often recommend only one product -- one-dimensional advice. The combination of multiple strategies is often ignored. In addition, bank referrals often change every 2-3 years. As your personal contact person, however, I will be by your side for the long term.
I invest in ETFs and this works well and is profitable
Of course, you can continue to invest your money in ETFs on your own. However, I offer you the opportunity to invest a part by yourself and manage a part together with me. After 5-7 years, we will see which strategy has achieved the best performance.
I do not live in Hamburg. Is counseling possible?
I am also happy to offer online counseling to respond flexibly to your needs.
How often are counseling sessions held?
Consultations depend on the situation. If the market situation requires adjustment, I will contact you to ask you to take action.
I am a very cautious investor and need security. Can you accomodate this?
My goal is to always achieve high performance for you. Your wishes and goals will of course be taken into consideration during the consultation. However, it is important to realize that satisfactory returns cannot be achieved without some degree of risk. If you stick to my 4 golden rules for investing, we will achieve this goal together.
What happens during the first interview?
I analyze your current situation, including your desires, your risk profile, your financial situation, and your investment experience. I also check what products you are saving and what strategies you have followed so far. On this basis, I create a customized concept that is regularly adapted to the market situation and your goals.
Where did you acquire your knowledge?
I am a financial investment specialist, real estate mortgage broker and insurance specialist. These qualifications allow me to offer three-dimensional advice. With 15 years of experience and continuing education, I ensure that I am always up-to-date to offer you the best possible advice.
I do not yet have capital of 20,000 euros for consulting.
No problem. You can take advantage of my advice starting from a monthly investment of 400 euros.
I don't have 400 euros a month to invest.
We often spend too much on consumption or other things. In our appointment we analyze your spending and see where money can be saved and invested.
