Investment Consulting

As an independent consultant I only have your best interests in mind, and nothing else.

Based on your individual circumstances, your needs and your preferences, I'll put together a portfolio and a strategy that's exactly right for you.

Hagai Sadot, independent investment consultant in Berlin

What's included in Investment Consulting?

Analyzing Your Current Status

We'll first create a snapshot of your financial status: Assets, Liabilities, income and expenses

Defining Your Investment Goals

We'll define concrete (financial) and realistic goals you are trying to achieve

Providing You With Concrete Recommendations

Based on your current situation and your personal goals, I'll formulate a strategy that fits you and will help you achieve your goals

The Details

Typically 3-5 meetings
Online or in-person
110 EUR (+VAT) per hour

The best time to start is now

There are always plenty of reasons why now is not the time to start investing. But the truth is, when it comes to investing - time is your best friend. The sooner you start, the better your results will be. Once you start, you'll see it's not as complicated as you thought.

Schedule a free call to find out how you too can get started:

Subscribe to the newsletter

I write about investing, building wealth, and understanding the financial system in Germany

You'll get an email to confirm. Unsubscribe any time. See the privacy policy.

5.0Based on 14 reviews