Clear Finance Consulting

Retirement provision - Real estate - Asset accumulation

Clear Finance Consulting
121 Reviews i
published (99%)
out of 122 reviews
Contact information
We show you how to:
- Build up your retirement provision in such a way that your standard of living is secured.
- Save several thousand euros in taxes and convert them into assets.
- Protect your assets properly....

Contact information

Clear Finance Consulting
Bismarckstr. 66b
01257 Dresden
Germany
Directions

Contact person
Clear Finance Consulting

Review from 04/04/2024  
5.00 out of 5
Excellent
Recommendation
Quality
Value
Services
Implementation
Consulting
Top competencies

Professionalism

5.00 out of 5
16 Reviews

Efficiency

5.00 out of 5
16 Reviews

Goal orientation

5.00 out of 5
16 Reviews

121 Reviews on ProvenExpert.com

5.00 out of 5
Excellent
Recommendation
I can only say thank you, thanks to Willi Bräuer I finally have an overview of my contracts and finally understand which areas are covered.
I particularly liked the fact that he responded to all my needs and explained everything to me in detail.
He was always available and often reminded me when I had forgotten something or the deadline was already very tight.
Thank you for the good advice and for your patience with me!
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Customer review & rating for:
Clear Finance Consulting
04/04/2024Lisa B.
5.00 out of 5
Excellent
Recommendation
Mr. Rudolph gave me very good advice on my BU. It was super easy and uncomplicated. He is always available and super helpful if you have any questions or there are things you don't understand. Taking out the insurance was easy and the advice was excellent. I would definitely recommend Mr. Rudolph to others.
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Customer review & rating for:
Clear Finance Consulting
03/27/2024Elia M.
5.00 out of 5
Excellent
Recommendation
Very friendly and personal atmosphere, all needs are dealt with competently and individually and the advice is at eye level and very easy to understand.
I am very satisfied - absolutely recommendable!
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Customer review & rating for:
Clear Finance Consulting
03/04/2024Helene S.
5.00 out of 5
Excellent
Recommendation
My consultant Der Willi was very friendly and took a lot of time for us. We felt very comfortable with his own perception and expertise
I found the consultant company on Facebook
I can only recommend it and will also recommend it to others. Finances are a very sensitive topic where everyone has to build trust first. I had this trust 100% with Clear Finance Consulting
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Customer review & rating for:
Clear Finance Consulting
02/16/2024Boys B.
5.00 out of 5
Excellent
Recommendation
The advice was personally recommended to me and I am very grateful for that. Unfortunately, I didn't know anything about finance and insurance beforehand, but Manuel gave me the best advice and picked out the best solutions for me and my lifestyle. From the most sensible insurance policies to investments and retirement provision. Thanks to the detailed explanations in the consultations, I have full confidence in the work of the Clear Finance Consulting team and in Manuel in particular.
Even in my early 20s, I now feel that I have taken the best possible steps towards a secure financial future and retirement provision. I also learn something new about this topic at every consultation.
Thank you very much for that!
Best regards
Lisa W.
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Customer review & rating for:
Clear Finance Consulting
02/14/2024Lisa W.
5.00 out of 5
Excellent
Recommendation
Found out about the consultation via social media and was contacted with a nice phone call.
The appointments with Willi Bräuer were arranged quickly with good times for each roster and the advice was always friendly, transparent and helpful from start to finish. From important BU insurance to simple household contents insurance, they are happy to help you, find the best solution for you and help you with any questions.
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Customer review & rating for:
Clear Finance Consulting
02/08/2024Anonymously
5.00 out of 5
Excellent
Recommendation
I feel very well advised by Willi, among other things he helped me to find a suitable private pension and liability insurance and we already have other points on the list for the future that we will tackle. He takes care of all concerns and questions quickly. Thank you very much!
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Customer review & rating for:
Clear Finance Consulting
02/06/2024B.
5.00 out of 5
Excellent
Recommendation
The consultation was great and helped me a lot.
Show original
Customer review & rating for:
Clear Finance Consulting
01/09/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Das Thema Finanzen ist ein sehr wichtiges Thema und dennoch scheut man sich davor, das ganze anzugehen (besonders, wenn man sich nicht so recht damit auskennt). Unser Anliegen war es, für die Zukunft vorzusorgen und als Familie abgesichert zu sein - das Ganze in einer Art und Weise die genau auf uns zugeschnitten ist. Rick Schmählig hat uns dahingehend super beraten und wird uns auch zukünftig dabei unterstützen immer das Optimale herauszuholen. Bei ihm steht der Mensch/die Familie im Vordergrund und das macht den Unterschied.
Customer review & rating for:
Finanzberatung Rick Schmähling
01/04/2024E. W.
5.00 out of 5
Excellent
Recommendation
I've been with Willi for a few months now and my financial situation has changed for the better. Willi is very helpful, a component and very uncomplicated in his communication. He is there for his customers. I can only recommend him 👍.
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Customer review & rating for:
Clear Finance Consulting
12/29/2023Brikel N.
5.00 out of 5
Excellent
Recommendation
I became aware of the advice offered by Clear Finance through a good friend who works there himself. The advice revolved around important topics such as my occupational disability insurance and unit-linked pension insurance. Oskar Rudolph and Nicolas Günther gave me extremely professional advice - I felt very comfortable and didn't have any unanswered questions at the end. I particularly liked their holistic, comprehensible approach and I can recommend Clear Finance without reservation.

Benito Bochmann
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Customer review & rating for:
Clear Finance Consulting
12/24/2023Benito B.
5.00 out of 5
Excellent
Recommendation
The advice was really good and at eye level.
Adapted to my situation and wishes, we worked out the best cover for me with Willi.
In general, he explains the topics confidently and goes through them carefully with you.
I can always turn to Willi if I have any questions.
I feel that I am in very good hands with him.
Many thanks for that!
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Customer review & rating for:
Clear Finance Consulting
11/24/2023Anonymously
5.00 out of 5
Excellent
Recommendation
I was very skeptical at first, but Willi is really top-notch in his advice. Thanks to him, I was able to save money in one place or another and do something extra for my pension. Furthermore, he is very responsive to my wishes and is always available for me. please keep it up.
Mfg Kevin Müller
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Customer review & rating for:
Clear Finance Consulting
11/14/2023Kevin M.
5.00 out of 5
Excellent
Recommendation
I felt that I was in good hands during Willi's expert consultation. He suggested good alternatives to my existing insurance policies. But I never had the feeling of being forced into something. We found a good solution for retirement provision with ETFs. I can only recommend Willi and look forward to working with him again.
Petra
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Customer review & rating for:
Clear Finance Consulting
11/09/2023P.
4.80 out of 5
Excellent
Recommendation
I became aware of the two through an Insta-advertisement. I felt well picked up from the beginning and trust Manuel's expertise, since I know little about financial matters. I was looking for an advisor who was as independent as possible. Due to his flexibility and transparency, Manuel was able to convince me in this regard. Only the result of the investments is still waiting, but you have to be patient... ;-)

O. Glaß
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Customer review & rating for:
Clear Finance Consulting
10/12/2023Oliver G.
5.00 out of 5
Excellent
Recommendation
Oskar Rudolph's advice on various insurance and financial issues was very helpful.
I feel more secure for the future and can save money in the process.
Show original
Customer review & rating for:
Clear Finance Consulting
10/09/2023J.
5.00 out of 5
Excellent
Recommendation
Through a post on Instagram I became aware of the topic or the consultation and contacted. The consultation was tailored to my needs and clearly explained. Many options were explained and the my previous investments evaluated and tested for profitability.
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Customer review & rating for:
Clear Finance Consulting
10/04/2023U.
4.91 out of 5
Excellent
Recommendation
I came to Clear Finance through personal contact with Niklas Kose and Willi Bräuer. I was given very good advice on the subject of old-age provision and was also able to take out other insurance policies at a lower price than my previous insurance policies with the same benefits. There was always a competent contact person for all questions.
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Customer review & rating for:
Clear Finance Consulting
09/16/2023Anonymously
5.00 out of 5
Excellent
Recommendation
I became aware of Clear Finance and my advisor Mr. Oskar Rudolph via social media. I wanted to inform myself about the topic of asset accumulation and real estate purchase and was super advised by Oskar. He responded to all my wishes and ideas with complete satisfaction and put together the best possible plan for me to continue to build up my assets as safely as possible in the future. During the consultation I never felt pressured and Oskar always gave me enough time to make my decisions.
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Customer review & rating for:
Clear Finance Consulting
09/14/2023Florian S.
5.00 out of 5
Excellent
Recommendation
I came to Oskar Rudolph for advice to have existing contracts reviewed. The communication was at eye level at all times and the interaction was very professional. Oskar was always available for questions and takes time for his customers. Contract contents are explained in a way that is understandable even for laymen and down to the smallest detail.
I am more than satisfied with the implementation and would recommend Oskar as a consultant as well as Clear Finance as a company!
Show original
Customer review & rating for:
Clear Finance Consulting
09/13/2023Julia T.
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* All reviews and experiences about Clear Finance Consulting 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 01/09/2023  |  Last update: 04/04/2024   |  Report profile

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