As an alternative to "classic" consulting, we work for a fee at the customer's request, independent of commission interests. This has the advantage that we can also consider... tariffs whose price/performance ratio would leave no room for commission. In a free initial consultation, we will discuss with you what is better for you - the classic, free-of-charge consulting or fee-based consulting.
INVESTMENT / RETIREMENT PLANNING
We believe that the best financial investment must fit you and be understandable. That is why we only consider tariffs that are transparent, flexible and comprehensible - not only for the expert but also for the layman. We particularly prefer cost-effective solutions, e.g. index funds or ETFs.
Old-age provision is a long-term investment that is state-subsidized in various ways. We show you the differences between a Riester pension, the basic pension (Rürup), the company pension plan (bAV) and the private pension insurance and explain the respective advantages and disadvantages.
OCCUPATIONAL DISABILITY INSURANCE
Next to liability insurance, occupational disability insurance is the most important form of insurance. FINCURA will tell you the best way to insure your working capacity. Not only do we determine the best tariff for you, but we also explain to you how you can deduct the premiums for your occupational disability insurance from your taxes.
DOCTORS AND PHARMACISTS
In addition to private investment and insurance topics, we support doctors and pharmacists in protecting their practice or pharmacy. This includes, above all, professional liability insurance, pharmacy or practice contents insurance, legal protection insurance and company pension plans for employees.
Mr. Poltrock advised me extensively in the area of insurance and investment. With his competent and open manner, he conducted our discussions in a clear and comprehensible manner despite the annoying but important topic.
What I like most is that Mr. Poltrock works on a fee basis. First of all, this gives me a clear overview of the consulting costs (which seem high at first glance), secondly, however, the security of being advised in a truly independent and customer-oriented manner, and thirdly, in the end I have the most left over, since no ongoing costs for the contracts inhibit my capital accumulation.
I can definitely recommend Mr. Poltrock.
The lecture contains a lot of important information, tips and advice that you can implement very well and, above all, very quickly. At the same time, the lecture is a very good opportunity to put one's own money decisions to the test and to rethink them. I can highly recommend the lecture and the related offers. Many thanks
I can schedule the appointment myself at a time that suits me.
Mr. Poltrock is always very well prepared and has good alternatives if necessary.
I gladly entrust him with my financial and insurance-related questions.
Mr. Poltrock understands like no other how to convey the dry topic of "money" in an entertaining, entertaining way in a sustainable way. I can therefore recommend Mr. Poltrock as a competent consultant.
I have been a customer of Mr. Poltrock's for several years now and always enjoy taking advantage of his very competent, speedy and results-oriented advice. I particularly appreciate his friendly and open manner. Currently, Mr. Poltrock has advised me on my investment 50+ and has once again presented me with a solution tailored to my individual needs, with which I am very satisfied.
The advice was very friendly and questions were answered in an understandable way. The customer is in the foreground and the insurance was independently recommended by the provider (which was very important to me personally).
I will recommend Fincura and especially Mr. Poltrock.
I liked the relaxed, personal atmosphere in which the points that were quite new to me were conveyed. In terms of content, it helped me to lose some of the "pressure" or rather the "shyness" about networking. I will gladly attend another lecture by Phillip Poltrock.
Structured, goal-oriented optimization of our insurance contracts and documents without immediately trying to sell new contracts. Honest open advice. Advice on the cancellation of unnecessary contracts.
Without faffing around, Mr. Poltrock steered me towards a suitable financial investment that is timely and promising. In addition, I can easily track and manage the investment via a simple and very clearly designed website. I am very satisfied with his advice so far.
All reviews and experiences about Fincura - Gesunde Finanzen. 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 29/01/2015 | Last update: 23/11/2023
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