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I am very satisfied with the personal - individual, very understandable and well-adapted advice. It was and is important that Mr. Daniel Goldau always took and still takes enough time to ensure that no question seems "too much" or "stupid" to him.
Thank you very much for your feedback!
Questions are important in order to be able to make the right decisions based on your own understanding. Therefore, always get out with everything that concerns you :-)
Clear strategy, transparent information, flexible design. I am particularly impressed by Daniel's customer orientation and focus on my interests.
Despite my own basic knowledge as a chartered accountant, I am happy to put my wealth accumulation and investment management in Daniel's hands and can only recommend his work to anyone.
In my check-up meeting with Daniel, I receive a semi-annual review and outlook on my investments. He manages to categorize the developments in a transparent and understandable way, so that even as a mechanical engineer without in-depth expertise I can make good decisions and manage to pursue a clear strategy.
Many thanks for this and a clear recommendation!
Tip top! I am happy to re-evaluate my topics in regular updates, without any effort on my part!
Daniel prepares everything transparently and comprehensibly so that I can make the right decisions for me.
I absolutely recommend this guy!
The annual check-up with Daniel is worth its weight in gold. As a project manager, I have a lot of things to take care of, but thanks to him I have a clear overview of my investments and contracts. He updates everything and explains to me transparently how my finances are doing. With him by my side, I feel safe and well prepared for anything that comes my way. I can recommend him to anyone without reservation!
As a young family with limited equity, the thought of buying our first home was initially overwhelming. But thanks to Daniel's advice, we felt confident and well informed. Not only did he help us find the right financing options, but he also developed customized solutions around the fundamental topic of financial planning that met our needs. His expertise and commitment gave us the confidence we needed to take this important step.
We are eternally grateful to Daniel and can only warmly recommend him!
The annual investment update call is like a roadmap for my financial journey. With clear analyses of the past and future, it provides guidance and individual tips to help me achieve my goals. An absolute must for anyone who wants to keep an eye on their finances.
Thank you for your appreciation of the update calls. Once there, all in just doesn't apply in financial planning.
I look forward to the future successes of your decisions today!
As he does every year, Daniel kept me informed about the status of my current contracts and provided me with up-to-date information about my investments. By making minor adjustments, I always have the feeling that my planning is flexible without losing sight of the big picture. I always look forward to tackling the issues together. Thank you very much for that.
Daniel's investment advice impressed me with its outstanding transparency and clear structure. Daniel always takes time in update calls to update my goals, presents understandable investment options and discloses all costs. As a result, I feel well informed and can make well-founded decisions. Highly recommended.
With his excellent financial know-how, I felt that I was in very good hands. Finances and retirement planning are very important topics and Daniel Goldau broke them down for me and showed me the perfect individual building blocks for my financial freedom. He always has an open ear for questions, is very easy to reach and was able to take away all my uncertainties. That's the kind of advisor you want. Thank you very much!
Two years ago, I made the decision to get advice from Daniel on how to get into investing and he helped me manage my investment portfolios.
Daniel is a person who explains how things work, with all the details, pros and cons. He explains very clearly what risks and opportunities you can have and helps you tailor them perfectly to your needs and goals. He is also independent, transparent and 100% available to answer any doubts or questions.
Without a doubt, his advice and work is excellent.
I am really surprised and more than satisfied with the service provided for the original planning. Regular updates (usually every six months) ensure that the solutions are constantly adapted to current developments in my life.
Financial planning as a dynamic concept without me having to keep an eye on any deadlines or details. Daniel prepares and follows up everything perfectly and summarizes everything in a way that I can understand.
A clear recommendation!
Daniel always has time for me.
Even if I need to talk at short notice or urgently need travel health insurance, for example, he takes care of things. Even outside normal working hours if necessary.
I feel well advised by him.
I am very satisfied - Daniel Goldau can be contacted quickly with any concerns and he quickly works out a suitable solution that is always suitable for me or, if not, is made suitable.
The best advisor you could ever wish for. Complex things explained very simply and quickly, fast implementation, a solution for every problem and always available. Almost my whole family is now with Daniel. Simply top :). I can recommend Daniel with a clear conscience.
All topics are always explained in great detail and at length if required. I always feel well advised and Daniel always has quick, basic solutions to hand.
Daniel Goldau has always given me the best advice in every respect. He is always available and takes on even small tasks and never turns down questions. Due to his extraordinary expertise, I not only feel that I have received excellent advice from him, but also that I am in good hands on a human level, as he responds sensitively to any questions and problems. Before I used his services, I was critical of investment advice. However, he was able to allay my concerns from the very first meeting and this basis of trust has continued to develop over the years since then.
In any case, for any question, even on Sundays and public holidays if necessary, you can turn to Daniel. A really competent advisor in every situation - I don't even have to think about important deadlines, when the time comes, a call from Daniel is never far away.
Thanks to Daniel, the fog has lifted for me in the world of finance and insurance. Life is definitely more relaxed when you've built up a strong backbone in this world.
I really appreciate the regular updates on the issues we have resolved together. Daniel is always available for questions and gives me a good feeling about my investment, even in times of the coronavirus pandemic.
An absolute recommendation for anyone who wants to put their financial planning in independent and professional hands!
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Profile active since 01/03/2024 | Last update: 04/30/2024
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Questions are important in order to be able to make the right decisions based on your own understanding. Therefore, always get out with everything that concerns you :-)