Financial and wealth planning takes a lot of time. It starts with the optimization of your securities portfolio, continues with your personal retirement provision and the protection of your family, and ends with the best possible transfer of the... assets you have accumulated.
Only those who can optimally combine all the building blocks into a holistic concept will achieve the desired success.
I have many years of experience in the financial sector.
In 1995 I learned the profession of a banker and in parallel to my work I have been trained separately in various fields such as securities (Eurex license), investments and insurances.
During my 14-year banking career, I spent ten years looking after wealthy private clients, two of which I spent in private banking, where I held the title of "Department Director in the Berlin Bank".Since 2009, I have been working as a consultant for FiNUM.Private Finance AG, advising wealthy clients on their finances.
As a financial planner and financial advisor, I attach great importance to the long-term nature of a cooperation.
The reliability. The competence. The explanations for difficult questions. The comprehensible explanation of the facts. The strict observance of the agreements. The positive appearance. All this means that one feels well advised and cared for.
A further recommendation is absolutely given.
Mr. Axel Venzke has been managing my finances for several years. He has always given me very good advice and I enjoy the first class customer service. I can only find positives in his work and am happy to recommend Mr. Venzke to anyone who wants to know their money matters are in good hands in these difficult times.
With thanks from Ingrid K.
Mr. Venzke has absolutely convinced me and my life partner with his profound expertise. His independence but also his honest interest in the other person make him a partner in financial matters that we value very highly. With today's knowledge, I can only recommend everyone to turn to an independent advisor like Mr. Venzke for questions regarding asset accumulation, investment and growth strategies. He enjoys our complete trust. Nicol Jahns, Entrepreneur, Berlin
Mr. Venzke, cared for us only recently, but we have great confidence in him and are already enthusiastic about his commitment, he takes a lot of time, goes through everything calmly. This creates confidence in his work. We feel in good hands with him and we will look forward to joint successes in the field of private financing.
Axel Venzke really knows his craft. In contrast to many financial advisors on the market, you don't get the feeling that he wants to sell you something quickly.
Now we have changed some points in my asset planning and I am satisfied with it.
He accompanied the whole process, managed the communication and saved me a lot of work.
I would like to thank him for the great advice and I am happy to recommend Axel Venzke as a financial and wealth planner.
All reviews and experiences about Axel Venzke are the subjective opinions of those who compose and submit them | The profile owner is responsible for the contents of this page |
Profile active since 12/12/2014 | Last update: 03/21/2019
| Report profile
More transparency and security while looking for competent professionals
Authentic customer opinions
Take advantage of other customers' experiences: ProvenExpert's authenticated customer reviews can help you choose the right product or service.
Effective customer feedback
ProvenExpert allows the entire service spectrum of a company (e.g. customer service, consulting) to be reviewed. This way you get a detailed overview of your service quality in all areas.
ProvenExpert is free, independent, ad-free, and neutral. Customers make reviews of their own accord — their opinions are not for sale. And the content of reviews cannot be influenced by money or by any other means.
A good reputation is the world's best form of advertising!
85% of all consumers trust online reviews just as much as they do personal recommendations.
Let ProvenExpert give your business a boost with the best advertising in the world: the opinions of satisfied customers.
However, should you feel that a review is in violation of our guidelines, you can submit a request to have the review assessed by the ProvenExpert quality assurance team by using the following contact form.