Professional service

"There are no more headaches. I have a good understanding of how everything works here. Working with Marcel is not institutional. More like a friend helping a friend."

- Patricia S.

Select your best option ✔︎

Basic

€0

The best plan if you just want advice and support for new products and want to handle the insurance claims, portfolio review and administrative matters yourself.

Consulting and setting up new products
Damage-claim support
Contract management and adjustments
E-mail support
WhatsApp support
Annual analysis of retirement planning
Premium damage-claim service in 24 hours

Comfort

€14,90

The best plan if you want to have a headache-free financial life in Germany. All you need to do is contact Marcel or forward documents and it will be taken care of.

Consulting and setting up new products
Damage-claim support
Contract management and adjustments
E-mail support
WhatsApp support
Annual analysis of retirement planning
Premium damage-claim service in 24 hours

Choose plan

Premium

€27,90

The best plan if you value not only the best, but also the fastest support. A contact person always available for you to make your financial life as pleasant as possible.

Consulting and setting up new products
Damage-claim support
Contract management and adjustments
E-mail support
WhatsApp support
Annual analysis of retirement planning
Premium damage-claim service in 24 hours

Choose plan

I have been using their service for almost 2 years now and I am very happy with it. Marcel provides a very personal touch while giving financial advice and the best part is the whole experience is in English i.e., EXPAT friendly. Not only managing funds, but Marcel has helped me with a lot of my insurances as well. In fact when it came to the actual usage of claiming my Legal Insurance Rights, Marcel was prompt in helping me connect with the right authorities. In fact, even on weekends, he has helped me with my questions.

I found Marcel to be very helpful and approachable. Since I am completely new to Germany, I had no idea about any financial stuff. I approached him at first for the Tax filing, which he helped me very quickly. After that, he has given me much valuable information regarding the investment options and other financial aspects related to Germany. I would recommend Marcel to anyone looking for a complete financial advice related to Germany, especially if you are an expat.

Marcel is a very professional and experienced financial consultant. I feel pretty easy working with him and have complete confidence in his advise. He even have told me on an occassion to accept an another offer from an other company as it was more beneficial for me (which made me trust him even more) and yes offcourse, first thing you will notice about him is his big smile with big shiny teeth :)

Erstelle Funnels in wenigen Minuten!