Financial Planning

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We offer you a holistic approach to financial planning, based on the HORBACH approach

We get to know you and your goals, for yourself, and for your family. Through all different life stages. 

The future you envision should not be tailored to your finances,

 because your finances should be the tool that helps you achieve your own understanding of financial freedom.

And we are the helping hand helping you choose the right financial instruments for that purpose.

With us, you have a partner for life, helping you translate those goals into concrete financial strategies.

Why is this

relevant for expats?

1.

Adds stability and flexibility to your planning, which is compatible with your mobility needs. 

2.

Provides certainties and a clear roadmap, independent from what the future might look like.

3.

Regardless if you are here to stay or just passing by, make the most out of your expat status in Germany, for life.

4.

We incorporate your existent portfolio into the bigger picture, and optimize it as a whole, providing an all-rounder solution.

5.

You have us on your side not for you to understand finances in Germany, but to make finances understandable for you.

High-end solution for high-skilled migrants

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We are financial consultants. We are expat specialists. We work together with further financial experts with over a decade of experience in each of their fields.

FINANCING

COMPANY PENSION SCHEMES

INVESTMENTS

REAL ESTATE

ENTREPRENEURSHIP

HEALTH CARE

This is how we you guarantee the best quality in each and every field.