We would have loved having
someone, too
Someone that could have helped us to take mental load off of one of life's most important decisions, and helped us to make them come to life.
Now we are bringing 4 someones into 1 experience...
Strategic Guider
We help you see the big picture and navigate complex financial decisions with clarity. Like a compass for your money, we guide you through the maze of options to find the path that aligns with your life goals.
Accountability Partner
We keep you on track when life gets busy or motivation wavers. Your FinanceMate ensures you follow through on the financial commitments you've made to your future self.
Sounding Board
Every big financial decision deserves a thoughtful discussion. We listen, ask the right questions, and help you think through the implications before you commit.
Technical Expert
From German tax optimization to international investment strategies, we handle the complex technical details so you can focus on living your life.
A few more thoughts...
Navigating Germany as an international has enough challenges, money decisions shouldn't be among them.
So far, financial planning has only been used as a tool by wealthier, mostly Anglo-Saxon expats that have financial planners sitting in their home country. More people should have access to financial planning.
Which means, most people outside that group has never heard of financial planning, let alone doing it. The ones in that group have planners that do not know the German landscape or have a network here to make things happen.
Planning should eventually pay for itself - and your future self - and not brokers trying using the same standard product for everyone.
