Financial & investment advice

The financial world has been in upheaval for some time. We can help you to understand these changes and benefit from them. We can help you to optimise your investments and financing. Take advantage of our extensive experience in the area of banking, investment and financing in order to develop jointly a solution that is individually tailored to your needs. Alongside our partners, we can also support you with national and international insurers.

Modern investment advice focuses not only on the investment product but also covers the choice of partner (banks, asset managers, product vendors etc.). This comprehensive perspective is becoming increasingly important as the framework conditions within everyday business are constantly changing. In addition, efficient cash management is becoming increasingly important for you and your company. We will be happy to assist you with our expertise by jointly drawing up your personal or business budget and developing tailor-made asset planning for you.

Our services

  • Asset structuring including tax optimisation
  • Analysis of existing financial investments and portfolios
  • Advice in all investment categories/products (areas of financial investment)
  • Determination of your investment needs
  • Monitoring and optimisation of banking services
  • Consolidation of your investments and accounts within a succinct, legible and understandable overview
  • Preparation, control and forwarding of payment orders
  • Personal simplified accounting
  • Budgeting and financial planning