We are independent financial advisers, fluent in both English and German.
We are independent financial advisers, fluent in both English and German.
40% of our clients are German nationals and 60% expatriates.
Our team has in total over 45 years of relevant financial experience in the German and international investment markets.
Our financial planning provides clients with an unbiased and clear report on their current financial status quo, including an analysis of their insurance and investment portfolios. We identify potential cost savings and future shortfalls. The report provides a picture of how the financial future could develop based on the current position and suggests an action plan or road map allowing educated decisions to be taken in order to work towards the client’s own stated goals.
In order to ensure consistently high standards in all our work, we voluntarily submit to regular external audits to ensure that our processes and systems conform to the quality standards required by ISO 9001:2000 certification.
Our financial planning service is fee based and not dependent on the sale of any financial products.
| Internet: | http://www.insure-invest.de |
| Téléphone: | +49 6173 995020 |
| Fax: | +49 6173 995022 |
| Direction: | Hainstrasse 2 61476 Kronberg Germany |
