Luca Caroli

He is very patient which suits me very well

As a young man and student, who is interested in pension and investment, but does not have much experience yet, I was looking for advice on these topics. Through acquaintances I came across Tecis and Mr. Caroli was my contact there.

I was very positively surprised within the first two consulting appointments, as Mr. Caroli took a lot of time to really understand my individual circumstances and wishes. In addition, I found the atmosphere of the consultation very pleasant, as the conversation was relaxed, yet professional and I got the feeling, even as a student, to be taken really seriously.

In contact with companies I am rather cautious to act also really in my best interest, whereas Mr. Caroli met me and explained me patiently about every question and also skepticism with appropriate documents.
Also on the decision not to accept certain advised aspects and investments/insurances he reacted with full understanding unlike other companies with which I have already had experiences.

Mr. Caroli, in my experience, is a very approachable person who is thorough and factual. I especially appreciate the openness, patience and professionalism in his advice and also find him to be a thoroughly nice person outside of work.

Very detailed and honest advice. There were no more question marks after the conversation and I learned something myself and took something with me for life. In my case, it was about disability insurance, which I had never heard of before, but which is very important for everyone. Thanks to Luca, I was even able to get out of a previous contract through another service provider, which was much too expensive and not optimal for me. So it is always worthwhile, even with existing contracts, to visit Luca and go through everything again. Overall, I can absolutely recommend him and am completely satisfied.

The consultation was very helpful. We talked about the insurance policies I already have and what could be improved on them. I was also shown new ways to save even more money. I found it very educational and helpful.

Luca was able to explain complicated technical specifics in detail and at the same time in a way that was easy to understand. Thanks to his advice, I now know more about the topic of retirement planning and will continue to consult him in the future with my questions and needs for insurance and retirement benefits.

The discussions were about advice on retirement planning and monetary life security in the area of work and private life. The advice was insanely informative, honest and related to me, which led to great interest and showed me the importance and necessity of the topic. I am very grateful for these extremely competent and above all friendly discussions.

The consultation was in the area of retirement planning.
Everything was explained to me in an understandable way and I had the feeling that it was important to him that I could understand the things he recommended. I didn't feel pressured and felt professionally well advised.

Luca was very accommodating and also flexible. He seemed very authentic and did not stubbornly go through a "consulting protocol", but put his focus much more on my wishes, interests and at all possible capacities.

Highly recommended if you want professional and competent advice on various insurances and the like. Customer service is also courteous and very satisfactory.

Honest advice and good knowledge. Helped me a lot to find overview in the long term money investment options. :)

I felt very well looked after during my consultation with Luca Caroli. All questions regarding investment funds were explained in detail and Mr. Caroli was always available to assist me.

The handling was particularly good

Luca is and remains the most motivated customer consultant I have ever seen. The consultation is virtually an experience, even if you do not buy anything, you learn a lot. What others seem to be forced is 100% genuine with Luca, he cares about his customers (me and some friends of mine) and their interests, very human. I am and remain a customer and can only recommend it to everyone!

Luca educated me in a very friendly and competent way about topics such as insurance, ETF's and wealth accumulation. The online meeting was hassle free and he always takes time to provide detailed answers to existing questions. Good man!

I am very satisfied with the advice I received from Mr. Caroli. The consultation was mainly on the topic of retirement planning. Mr. Caroli also took the time to advise me on other important insurance topics. All questions were answered to my complete satisfaction. In addition to his friendly manner, Mr. Caroli scored especially with his expertise & quality of advice. I would recommend him at any time.

I have been consulting with Mr. Caroli for a few years now (about 3 years) - before I got to know Luca and Tecis, my only interface with the important topics such as retirement provision, investment and employment protection - was school, university or the bank, or the nice insurance uncle next door. But I don't regret a day since I chose Luca and so saw tecis as my service provider.
For the first time, MY wishes and needs were individually addressed. No matter whether I was still studying, just looking for a job or was currently in a permanent position. Luca understands what it means to respond individually to his counterpart and can answer any question, no matter how complex, with confidence. No matter how little you know yourself, Luca understands how to make the important topics in life as easy as child's play. I can only warmly recommend it to everyone - no matter if you are a pupil/student, trainee, employed or self-employed. Luca is especially fit in the area of public service, especially in relation to soldiers - he has already advised some of my closest circle super well.
Luca advises everyone equally professionally and develops an individual, as he calls it: financial master plan. You can either implement it directly 1 to 1 or piece by piece.
Even if you already own products, it definitely makes sense to do a product MOT. I also had it done at the time and have saved directly times 300 € (calculated on the year) and was viiiiiel better secured as before. Mega good feeling!
The whole consultation is also free and suuuper transparent. You get reiiichlich information on felt EVERYTHING. That is mega cool!
I have really never felt so well advised and secure.
So if you have the opportunity, definitely use it! It can only be a win!

It was brought to my attention that the added value of taking out the Riester pension would decrease noticeably for the customer with the new year (2022). Mr. Caroli took care of researching the insurance with the best conditions before the end of the year and concluded it with me.

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The lack of ratings in customer service was deliberately omitted because the contact was exclusively by phone and video meeting.

Luca Caroli is a consultant you can only wish for. He explains everything very factually and understandably. His work is professional, serious and individually tailored to the individual.
With him you have the feeling that the customer and their interest are really in the foreground. Transparency and understanding of the products are key points in his advice and he answers every question patiently.