I just found myself wanting to give Bastian Goldbeck five stars in almost all categories here. Since this doesn't happen to me too often, I would like to explain my rating a bit more.
First of all, the technical component of the advice: A recognizably extensive technical knowledge, an interest in the consulting subject, as well as financial and economic understanding enable Bastian Goldbeck to provide professional advice that is tailored to the individual needs of each client. In doing so, the advice is primarily based on the customer's ideas and wishes - whether, for example, either short- or medium-term savings are to be made for a property or long-term savings for old age. Whereby "saving" falls somewhat short at this point, because Bastian Goldbeck has an enormous portfolio of investment opportunities and creative ideas on how to invest money as efficiently as possible.
Clearly more important, however, is the human part of the advice, and here, too, I was convinced - despite initial skepticism (probably also bred in law school). After several appointments I can say: He conducts the consultations conscientiously and - what is very important to me - with uncompromising honesty. If an insurance was bad, he will say so in a friendly but also clear manner and, if necessary, make suggestions for improvement. However, Bastian Goldbeck does not become pushy and one notices that for him there is no compulsive sales pressure or the like. Rather, my impression is that Bastian Goldbeck 'lives' for his job with all his heart and always tries to help people by getting their finances in order and trying to get the best out of it for the customer. So at no point did I feel forced or even compelled to take out a pension or insurance policy. I therefore felt well taken care of in the consultations, and every precautionary measure I took was taken because I was objectively convinced of its added value.
This makes Bastian Goldbeck stand out from all the other advisors I have consulted at banks and insurance companies, who always tried to "sell" me their products without any real comparison, and I would recommend him as an advisor to any of my friends at any time.
Show original
Translation