I have to admit that I was rather skeptical about the whole thing, although the advertisement on the subject of saving taxes appealed to me very much and sounded interesting. Especially since, in my opinion, there are now financial consultancies like sand on the beach and one is always better than the other anyway...
The first conversation with Thomas was very pleasant - factual, professional and sympathetic. At the end of the meeting, I was actively asked whether I wanted to continue the process or not, which I liked. Otherwise, it always seemed to me as if you were wrapped up in the whole process and couldn't get out of it.
In the second appointment, I was presented with my personal strategy developed by Thomas around my financial budget. Everything was highlighted: Investments, retirement planning, taxes and health insurance. As so beautifully described on the website, no isolated financial solutions were offered.
I found all appointments to be humanly approachable, pleasant, built on a basis of logic and objective observation - without melodramatic presentations of any future scenarios.
I am happy to recommend Thomas and the team of Finanz-ITler.
Thank you for your feedback and criticism. Your satisfaction is close to our heart and we have promptly reviewed the matter.
Apparently there were difficulties in communication with your personal contact. We would like to apologize for this.
As your consultant has informed us, you both have been able to resolve the misunderstanding and have also already arranged a new appointment next week. Thank you for giving us this chance to improve!
We look forward to updating your evaluation as soon as you have been able to fully assess the quality of our consulting and our performance. We are sure: You will be delighted!
In the meantime, if you have any questions or suggestions, please do not hesitate to contact our customer service directly at +49 351 26690240.