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Business Meeting

Individual 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.

What's included?

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 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

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Typically 3-5 meeting

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Online or in-person

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110 EUR (+VAT) per hour

The Details

The best time to start is now

There's 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.

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

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