I'll show you my concept and strategy to get more in your account.
Separate income and expenses and structure them sensibly so that there is not month left at the end of the money.
72% of tenants in Germany would like to own their own property. Are you one of them?
Im Gehaltscoaching lernst du, deinen Wert erfolgreich zu verhandeln – klar und selbstbewusst.
Are you already making good use of all the state allowances and tax benefits for your pension plan?
Why? Because I didn't learn anything about handling finances in everyday life at school. Not even in my training, studies or professional life. The German education system does not teach how to deal with finances properly.
I have asked myself these questions and I am sure that other people are asking themselves the same questions today. In the current information age, you get an incredible number of answers to these questions, but which one is actually the right answer? I felt the same way after my studies and when I started my professional life and also afterwards there were always changes in my life, which also resulted in an adjustment of my financial goals. I would like to give people the chance to find their way through this jungle of information, to answer the burning questions and to stand by their side as a companion when it comes to bringing their own finances up to scratch.
“Flexible und entspannte Zusammenarbeit. Habe mich sehr kompetent beraten gefühlt und zu keiner Zeit durch irgendwelche Angebote bedrängt.”
“Beratung auf Augenhöhe und ohne einem etwas andrehen zu wollen. Mit meinem neuen Sparplan komme ich meinen Zielen deutlich näher.”
“I really enjoyed having Alex as my consultant because of his trustworthy manner, proactive approach and professional attitude. Highly recommended!”
As a financial advisor, I am your financial planning partner in the Munich area or remotely throughout Germany. Increasing your quality of life is my main task by providing long-term wealth. What do I mean by that? Let's say you want to retire in 20 years or buy a house. To achieve your goals, you may need a qualified professional with the right certifications to make those plans a reality; this is where I come in as a financial advisor. Together, you will cover many topics with me, including the amount of money you should save, the types of accounts you need, the types of insurance you should have (including liability insurance, homeowner's insurance, accident insurance, life insurance, professional and retirement insurance, etc.) as well as the right retirement plan, what property you can afford, real estate loan options and the possibility of investing in funds, for example, plus assistance with estate and tax planning.
Born 1985 in Heidelberg
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