Every person is unique. That is why our approach is not to start investment advice with the topic of money, but with your individual life situation and your future plans. This also serves to clarify yourself. Ask yourself: What is important to me? What have I achieved? What do I want to achieve in the future? What security needs do I have? How great is my willingness to take risks? And what ideas do your partner, children and family have?

On the basis of an individual inventory, we draw up an asset balance sheet and find out which types of investment suit your personality and situation. Together we then develop a cost and tax-optimized investment portfolio and support you in its implementation.

How do you imagine the time after your working life? Will the money be enough to maintain your standard of living? The fact is that the usual methods of retirement provision no longer promise good returns. The guaranteed interest rates on pension and life insurance are tending towards zero.

Making provisions in good time today therefore means thinking about other long-term investments. Build up additional assets beyond statutory retirement provision and traditional pension insurance, which will give you the flexibility to live your life the way you want after your working life.