Financial planning for expats in Germany
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
No more sleepless nights over unanswered financial questions
We align your finances with your life plans
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.
Our Process
Tell us your story
Understand your finances
Plan your financial future
Explore ways to make it happen
Tell us your story
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.
Understand your finances
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.
What we'll achieve together:
Plan your financial future
Standard financial advice rarely works for expats, like you. We'll create a roadmap that works specifically for your cross-border reality.
What we'll achieve together:
Common goals our clients pursue
Emergency Fund
Retirement
Real Estate
Passive Income
Custom Goal
Explore ways to make it happen
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'll answer together:
What we can help you with...
- Navigate German health, liability, and income protection options without the insurance-speak
- Identify which coverage is actually necessary for your specific situation
- Avoid redundant policies that waste your money
- Ensure your protection works if you move between countries
Our Process
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.
Transform Your Financial Future
Experience a journey tailored for expats—gain clarity, set personalized goals, and see measurable improvements.
Clarity & Peace of Mind
Know your real pension gap and complete financial picture—covering income, expenses, and assets—for a solid expat foundation.
Empowerment to Act
Receive personalized goals that match your expat life plans—whether it's early retirement, property, or passive income.
Tangible Results
Achieve measurable gains with a clear monthly surplus and actionable insights for smart, cross-border budgeting.
What other expats say about us
Join expats from the US, India, Mexico, Spain and others in tailored financial planning.
Finally a patient and willing financial advisor
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.
FAQs
Ready to design your financial life?
"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