Investment Consulting
As a certified investment consultant (Honorar-Finanzanlagenberater nach §34h), I offer individual consulting, tailored to the client's needs, financial situation and personal preferences and their individual goals.
Unlike other consultants, I'm not affiliated with any 3rd party and I do not receive any compensation from any 3rd party. Thanks to that, I'm 100% neutral and no other factors are considered but the client's best interest.
The consulting process includes, among others, the following stages:
01
Creating a snapshot of the client's situation
In this phase we'll create a complete picture of the your on-going income and expenses, financial obligations and any existing investments.
02
Defining your investment goals
What are your goals?
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Long-term Investment towards retirement
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Investing on behalf of your children
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Short- and medium-term goals, i.e. real estate purchase
03
Creating your "investor profile"
What are your personal preferences?
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Risk tolerance/risk avreseness
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Investment horizon
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Specific preferences, i.e. sustainable investments
04
Specific investment recommendations
Based on the previous stages, I'll provide you with specific recommendations, as well as a long-term investment plan
05
Support with taking the first steps
If needed, I can support you with setting up your trading account, making the first transactions etc.
06
Long-term consulting and support
I place a strong emphasis on long-term support, and adjusting your strategy in case of changes to your personal circumstances, financial situation or external factors
