What We Cover • Financial Planning

Plans are worthless, but planning is everything.

Experience personalized financial planning with a designated Financemate who understands your unique situation as an international in Germany. It's not about the plan itself – it's about the planning process that transforms your relationship with money.

Beyond your savings plan

Holistic financial planning takes you further than just having a savings plan. Or helps you set one up if you are completely new to taking finances into your own hands. See, it really depends!

Human lead, modern tech

We talk human to human, planning inside a modern dashboard that serves you and adapts to your unique circumstances. From saving conversations with your Financemate to calculating your retirement readiness.

No product sales approach

We charge a flat hourly fee for the planning sessions. Our goal is to figure out your goals and make them happen, together.

Powerful planning tools that come together in 1 independence view

Everything you need to build your financial independence, integrated and working together

Life Events Planner

Plan major life milestones with confidence. From buying your first home to starting a family, visualize how life events impact your financial journey.

Cash Flow Planner

Take control of your monthly finances. Track income, optimize expenses, and build sustainable savings habits that align with your goals.

Portfolio Planner

Build and optimize your investment portfolio with confidence. Diversify across asset classes and align your investments with your risk tolerance and timeline.

Pension Planner

Combine all your pensions in one place and see what they'll be worth at retirement. Get expert guidance on navigating Germany's three-pillar system and maximize your future income.

Ready to experience these powerful planning tools?

Get Started Today

Trusted by internationals living in Germany

Marieke Neleman

Marieke Neleman

NetherlandsJanuary 8, 2024

"I found Financemate through Google as I needed advice on pension/investment for starting freelance. He explained everything clearly and provided a tailored solution for me. I can recommend Alex to anyone seeking help with finances while also wanting to become more knowledgeable about the topic."

Carlos Macias

Carlos Macias

MexicoJanuary 23, 2024

"I first read about Financemate 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."

Explore their stories and see how we could help. Your story could be next.

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