With a holistic pension analysis, my pension situation was reviewed and selected financial and insurance contracts were evaluated in terms of suitability and efficiency, thus creating a concept for pension and investment planning. Mr. Marx analyzed and developed the concept for action extremely efficiently and promptly. Appointments were also always handled promptly and queries were responded to by e-mail within a few hours.
Overall, I was shown considerable efficiency gains worth tens of thousands of euros. I particularly liked the recommendations of favorable pension contracts with minimal costs, which I subsequently implemented. In addition, as a result of the insurance contract review, I was able to reduce the annual premium for a risk insurance policy by more than 50%. The consulting fee was exclusively on a fee basis, so that there was complete cost transparency and neutral consulting without any commission interests. Overall, I found the consulting process extremely efficient. I would therefore recommend Mr. Marx at any time.
Simone D. Graduate in administration
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