- We are specialized in creating tailor-made,
individual asset and pension concepts for our clients.
- Our clients are freelancers, entrepreneurs and executive
employees, who want personal, professional and competent advice... and support.
- Our main tasks: Capital investment and
- We work transparently and show all costs explicitly.
- We supervise and report continuously
Our service in individual steps:
We analyze existing asset structures and arrange your assets according to return and risk aspects.
1) Do you know the maximum risk of your existing portfolio?
2) Do you know the previous return of your investment?
I am super happy that I came across Christian Trebbow and Kuhlmann & Bockelmann Finanzplanung GmbH and can highly recommend them.
Great service, no sales pressure and a terrific follow-up of each conversation, are just a few examples of the outstanding advice that is offered here.
By restructuring my pension plan, I was able to save an incredible amount of money.
Christian has been advising me on my financial issues and investments for over ten years now, fairly and independently. Despite initial skepticism as a freshly graduated student, he was able to convince me of the importance of independent retirement and asset planning. Christian has been available to me at all times and communicates completely transparently and honestly. I recommend everyone to have a first, non-binding exchange with Christian to see for themselves what his portfolio has to offer.
I look forward to more years of working with him.
At first, I was skeptical about financial advice. I asked a lot of questions to make sure, but I couldn't fully trust whether what I was being offered was right for me. Over the years, Christian Trebbow has gained my trust with a lot of time and commitment. He convinces me with professional expertise and I can be sure that he takes my wishes into account. I am very satisfied and gladly recommend Christian Trebbow to others!
Personally, I am a critical person and my knowledge of the subject was low.
Christian was very patient and explained everything in detail. With everything he has given enough time for remembrance and choices.
I am looking forward to further cooperation!
I found the consultation process with Mr. Trebbow to be extremely competent and goal-oriented. His calm and sympathetic manner contributed decisively to the fact that I felt comfortable and in good professional hands. In short: super and gladly again!
Christian Trebbow gave me the best possible advice regarding my financial investments and my disability insurance as a self-employed person. He took a lot of time to make every decision as transparent as possible for me. I would like to thank him very much and I am looking forward to a long-term cooperation. I hereby give a clear recommendation.
I like that we had several long conversations in which Mr. Trebbow tried to make everything understandable to me. Even after the completion of my personal financial planning, we meet in person and I am informed about results and the current status.
Since I am at the beginning of "my plan", I can of course not yet say anything about a result.
I have already had two financial consultations, contracts for saving or capital formation and was not satisfied at all! Now I feel personally cared for and well informed.
Christian is a really friendly and competent financial advisor who actively supports you in getting your finances back on track in the medium and long term. With the help of the optimization of one's own fixed costs and a precise analysis of the coverage of needs for old age, he helps to map one's own financial situation more clearly with suitable solutions and to adjust it accordingly. Interpersonally, he was always a pleasant interlocutor at eye level, which I really appreciated, especially with this complicated and extensive topic of insurance, finance and asset accumulation. For a first impression, one should consult him and let him explain everything in a first conversation in order to then be allowed to decide without obligation whether he should support this way. Thank you very much for this.
Elaboration of a super concept, with which I am very satisfied. Very good explanation of the individual components. Rapid and smooth implementation of all steps that were necessary for the implementation. Was always informed about the current status. Super service. Thank you very much.
Very friendly and open approach, listens attentively, questions to understand and take everything into account. Gives a lot of work, time and effort in planning. Regularly asks if everything is okay. Is always available.
I came to Mr. Trebbow on the recommendation of acquaintances to take out some private insurance policies and am extremely satisfied with the results achieved. Mr. Trebbow is always very committed and attentive. I feel well advised at all times, as queries are also answered directly and benefit requirements are also questioned on his part in order to present other/better proposals if necessary. Due to his wealth of experience with regard to insurance coverage in the various areas, but also with regard to the competencies of the respective insurers, I am very confident that I have achieved the best possible results with him so far. I can therefore recommend Mr. Trebbow without reservation.
Mr. Trebbow has been looking after my finances since 2013. He has brought me closer to the world of finance through his patient manner.
In times of low interest rates, we have together found a good solution to make my money work for me. He always keeps me up to date on current developments and, if necessary, takes countermeasures in consultation with me. All my short- and long-term goals are taken into account.
So if you are looking for someone who knows his way around the jungle of finance in terms of investment, insurance and asset accumulation, you should talk to Mr. Trebbow.
All reviews and experiences about Christian Trebbow 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 03/12/2014 | Last update: 12/08/2023
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