Platform for planning and financial advisors

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.

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Trusted by 100+ expats

4.8 (20+ reviews)

Certified German advisors

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No more sleepless nights over unanswered financial questions

I want to retire early; is that even possible here with German taxes so high?
I have a Spanish pension and now pay into Germany's system—how do they combine?
I'm an Indian freelancer; do I start a private pension or just invest in index funds?
If I only stay five years, should I bother with German pension plans at all?
I want to retire early; is that even possible here with German taxes so high?
I have a Spanish pension and now pay into Germany's system—how do they combine?
I'm an Indian freelancer; do I start a private pension or just invest in index funds?
If I only stay five years, should I bother with German pension plans at all?
I've got a Spanish pension—how do I combine it with private investments for retirement?
I want to invest my inheritance—what's the tax hit if I keep it in euro funds?
I want to retire early—how do I build a financial plan while hopping countries?
I've got a Spanish pension—how do I combine it with private investments for retirement?
I want to invest my inheritance—what's the tax hit if I keep it in euro funds?
I want to retire early—how do I build a financial plan while hopping countries?
I've got savings in India; should I buy property in Germany or stick to mutual funds?
My US brokerage shut my account—what are my options to keep investing here?
Spanish expat here—do I invest in local ETFs or transfer funds back home?
Should I open a German brokerage or keep my investments in the US?
I've got savings in India; should I buy property in Germany or stick to mutual funds?
My US brokerage shut my account—what are my options to keep investing here?
Spanish expat here—do I invest in local ETFs or transfer funds back home?
Should I open a German brokerage or keep my investments in the US?
I'm Indian, planning to split my savings between here and home—what's the best mix?
I'm overwhelmed by Riester, Rürup, and bAV—help me pick the best pension route.
Is there a straightforward way to invest surplus cash each month in Germany?
I'm Indian, planning to split my savings between here and home—what's the best mix?
I'm overwhelmed by Riester, Rürup, and bAV—help me pick the best pension route.
Is there a straightforward way to invest surplus cash each month in Germany?

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

Start with a friendly conversation

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.

Carlos Macias

Finally a patient and willing financial advisor

January 23, 2024

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.

Carlos Macias

Mexico

FAQs

Ready to design your financial life?

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Sarah from Berlin

"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

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Personal introduction

30-minute friendly chat to understand your story

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Get to know us

Meet us and see for yourself

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No commitment

Free discovery call with zero obligations

Consultation in English or German - as you prefer

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Happy clients
4.8★
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