Matthias Nowak

For me it is like visiting a good friend who talks to me about my situation and wishes and helps me to reach my planned goal

Matthias Nowak. Very dedicated and professional financial advisor with heart and soul. He knows his job and always finds a reasonable solution. Matthias is always there in good times as well as bad. "Said - done", describes the way Matthias works best. Privately sympathetic and open-minded.

Everything was explained understandably and not too much input.
You could follow along well and didn't just switch off halfway through.

I am very satisfied with the professional and competent advice. I find it pleasant to be able to ask all questions and to exchange ideas accordingly. Thank you very much.

In my always far too busy professional and family life, Matthias is my absolutely reliable backup for everything to do with finance, insurance and retirement planning. There's hardly anything I'm as reluctant to deal with as financial topics, but Matthias keeps an eye on everything in a timely yet unobtrusive manner. He is always available and if not, he calls back promptly. He has helped me to clear out and optimize my insurance policies and contracts, so that my money is now finally invested sensibly and I also benefit from the allowances that I had previously missed out on.

I can only recommend Matthias to everyone. He is absolutely reliable, conscientious and always available when something is wrong. With him, customer service is lived. He doesn't try to talk the customer into anything, but tries to improve the customer's life.

Mr. Nowak does an excellent job! I have rarely experienced someone who not only understands how to make complex issues understandable, but also provides honest and transparent advice. I have felt very well looked after by Mr Nowak for around 6 years.

Matthias is the best.
I don't know what I would do without him, he always has the overview, is fast, patient (even if I sometimes bring him to despair) and reliable.
He has often pulled the cart out of the mud for me and I am glad that I know him.
Thank you Matthi

I always have very informative and helpful conversations with Mr. Nowak, he has always been honest and helpful on my financial side for several years now. With him I feel in good hands and well advised :)

Matthias Nowak is nice, honest and authentic. Very competent. One feels comfortable and has the feeling not to be ripped off.

Since I have known Matthias as our financial advisor, he has been approachable at all times for all questions regarding finance and insurance.
I appreciate his competence and reliability, especially his emphatic manner.
Michael H.

The advice was very comprehensive and personal needs are specifically addressed. There was no pushing or pressure to conclude a contract, but rather a really personally tailored option for future security and asset accumulation was offered.

Building for the future and hedging. Always there for you when you need someone and always have advice available.

You get a tailored selection of insurance and retirement plans you need.

I have known Matthias more closely for perhaps two years now, as of August 2022.
Even during this time, however, I have been left with the impression of an extremely
competent and at the same time human person.

Because let's be honest - "financial advisor", the word alone often makes one pause
suspiciously, especially since in my personal environment in the late nineties there was a blatant
nineties there was also a blatant case of - as I found it - investment fraud and
and deliberate misadvice. Against this background, I am very impressed.
In particular, on the topics of occupational disability insurance and stock investment
Matthias was able to help me specifically and in a way that suited me personally.

I particularly appreciate his approach of embedding decisions about individual
financial products into an overall financial plan or framework of thinking on the topic of
framework on the topic of money as a whole and to show the connection between the products.
products. After all, let's not kid ourselves - as an investor, I'm clearly
personally responsible for all my financial decisions, but after a full
full time week at work I do not read in the evening with the magnifying glass each 80 sides text
from six different insurers or fund companies. And anyone who, as a layman
always and in every case knows the technical terms and special
industry phrases in these pamphlets down to the smallest detail, is fibbing.
If you are honest with yourself, you will realize that, despite all the reading you will not be able to avoid
the only question is the quality of the advice.
And it is precisely this balance of professional competence, trustworthiness and the ability to
and the ability to take a holistic view of money is something Matthias achieves superbly.
I also find it pleasant that he refrains from any kind of comical showiness or
impressing with any financial gobbledygook, denglish and the like.
the like. Terms or contexts that are unknown to me or not very familiar (e.g. in asset allocation).
(e.g. in asset allocation) Matthias always explained immediately and my own questions or
questions or alternative suggestions seriously.

I cannot name any weak points. Of the financial advisors, coaches and
consultants I have met in the course of my life, Matthias is one of the best.
one of the best. I look forward to many more years of working with him.

Matthias explains things very well, so that I can also understand what is happening in the background. Has already advised me well in some matters. I was able to take out insurance and also merge with my partner, asset building and other interesting topics and apply.

Anyone who needs help and support regarding their finances will definitely find it here. Easy to understand and well explained. Comprehensible even for laymen with little background knowledge.

Mr. Nowak is easily accessible even at short notice in emergency situations and is very helpful and clarifies the facts.
He responds very individually to the needs and wishes of the person being advised and searches for the right offer for as long as it takes to satisfy everyone involved.
I am very happy to recommend him. A very friendly, competent person who is always looking for the absolute best of his counterpart.

Matthias is always available and you feel safe with him. You don't have to be afraid to ask him several times if you don't understand something.

Matthias explains the background in a way that even a layman can understand. He is honest and also admits it sometimes when he doesn't know something off the top of his head. He also tries to understand personal circumstances and adapt the content to them. And the most important: he is absolutely pleasant to deal with with the right mix of friendly and professional :)

I met Matthias at that time through my husband. They still knew each other from before. At first I didn't feel like talking to an insurance man, but everything quickly turned out positively. We liked each other right away, it was very easy to listen to him, have fun when it came to boring insurance matters. I liked that. I also think the sorting service into the folders is super. 😊
So we can highly recommend Matthias!
Mandy Höhne