We help you achieve financial peace of mind, navigate big financial decisions and provide necessary access to english speaking experts - organized in one account.
Trusted by 100+ expats
4.8 (20+ reviews)
Certified German advisors
Featured in
Whether you see a future in Germany or not, our 4 step process helps you to get started with financial planning if you have never done it or takes it to the next level if you have.
Tell us your story
Understand your finances
Plan your financial future
Explore ways to make it happen
In your discovery call, we learn about your current financial landscape, understand your dreams, and answer any questions you have. This is the foundation of our relationship and your journey to financial clarity.
As an expatriate in Germany, your finances likely exist in multiple countries, making it nearly impossible to see the complete picture. Our first step brings everything into focus.
Standard financial advice rarely works for expats, like you. We'll create a roadmap that works specifically for your cross-border reality.
Emergency Fund
Retirement
Real Estate
Passive Income
Custom Goal
As an expat in Germany, you face a unique set of financial opportunities and challenges. We help you identify the specific solutions that align with your goals and situation whilst educating you along the way.
What we can help you with...
In your discovery call, we learn about your current financial landscape, understand your dreams, and answer any questions you have. This is the foundation of our relationship and your journey to financial clarity.
Experience a journey tailored for expats—gain clarity, set personalized goals, and see measurable improvements.
Know your real pension gap and complete financial picture—covering income, expenses, and assets—for a solid expat foundation.
Receive personalized goals that match your expat life plans—whether it's early retirement, property, or passive income.
Achieve measurable gains with a clear monthly surplus and actionable insights for smart, cross-border budgeting.
Join expats from the US, India, Mexico, Spain and others in tailored financial planning.
I first read about Alex in a blog about financial advisors for immigrants in Germany. He patiently answered my questions about flexible pensions and helped me decide when and how to set them up. In my experience, he truly understands my needs and explains everything clearly. I look forward to consulting with him again.
"Meeting Alex felt like talking to a friend who really gets the challenges of building a life across borders. He helped me see opportunities I didn't even know existed!"
— Sarah from Berlin, Tech Lead