Maximilian Schwan

An empathetic man who gets the best possible all-round package for you. He listens to your wishes and concerns and offers a holistic family concept in which the children are also well integrated and considered.

Maximilian is a cool, competent and simple guy that everyone would probably want for their financial advice!

He communicates simply, directly and always at eye level 💪

You feel safe, in good hands and valued for your individual principles and needs.

Max's advice is very customer-oriented. My personal goals and wishes are taken into account in every conversation and we can always work on them a little further together. Even goals that seem a long way off (for you) are taken seriously and the foundations are laid. I never had the feeling that I had to be ashamed of my lack of knowledge or insecurities - on the contrary, Max explains every single step that needs to be taken in an understandable way!
The general atmosphere is also very open, pleasant and relaxed. The consultations are not "dry", it's more like a cozy get-together where Max informs me about my financial security options!
After every appointment, I leave the office feeling relieved and with a good feeling and new insights.

Super pleasant, understandable and good advice. They were relaxed conversations in which the "advice" flowed smoothly.

Having a specialist and expert like Maximilian at your side is worth its weight in gold. The customer and their wishes come first here and that makes the collaboration something special.

He takes a lot of time, analyzes the situation down to the smallest detail and responds to my wishes. He made me feel relatively quickly that I could also fully trust him with private matters. He is easy to contact and implements the recommendations discussed quickly. I can fully recommend Maximilian Schwan's advice.

I have known Max for 3 years now and he has always been a top consultant and private buddy. He is a top guy 💪🏾 I can only recommend him to others

Maximilian Schwan is our new financial and insurance advisor following a change. He is a super nice guy, very understanding and can put himself in our financial situation. In the short time we've known him, he's always been on hand to answer our questions. Maximilian is very committed and we have the feeling that he is trying to get the best deal for us! He is also open to critical questions and is also fine if we don't want things he suggests to be implemented.
All in all, as you have hopefully read up to this point, we are very happy with Maximilan and his work and are looking forward to the next appointments.

Max's professional and transparent advice met all my expectations. The appointments were well tailored to me and my goals in terms of content and timing. The consultation with Max and the resulting services give me a secure feeling for the future.

The evening was very successful, the ambience and atmosphere created a relaxed mood in which you could listen attentively. If necessary, an alcohol-free alternative to the really delicious cocktail would be appropriate as the event is during the week and the location is almost exclusively accessible by car at that time.
As someone who already knows the topic relatively well, the benefits for me were not as great as expected, but the contextualization clearly emphasized the importance of the topics once again. However, especially for women who have nothing to do with the subject area, the lectures offer a very good introduction without being immediately overwhelmed.

Finance and the City was a very informative and successful evening. What struck me even more positively was the atmosphere of the evening; such a dull topic as finance was explained in an exciting way and the main points to watch out for were set. In addition, the refreshments at the entrance were not to be neglected.
All in all, a very pleasant evening.

I was very impressed by the Finance and the City evening. The atmosphere was great, the presentations very varied and it was clear how much effort had been put into the organization.

All in all, it was a nice evening with a pleasant atmosphere. The topics that were addressed are definitely important and should be known. However, I was expecting something completely different from the evening. When I heard about it, my first thought was "ah nice, it's about how to deal with finances and what opportunities there are to be successful as a woman". But this thought was quickly dispelled after the evening. Perhaps it was also because I simply took the whole thing the wrong way. I couldn't follow the connection between Sex and the City that well either, but only because I've never watched it and therefore didn't know what makes the characters tick, but of course that has nothing to do with the evening's input. I just wanted to say that once because maybe in the future others won't have watched Sex and the City either and will find it difficult to follow.
I found the concept of emergency management and private equity really interesting and some of it was new to me personally.
I was already aware of a lot of the first part and I think others were too, e.g. that women had a different role model back then (kitchen, housewife etc.). So a lot of things were nothing new. I thought the examples were very good. Also that Anna Flimm was there and told her story again. That made the whole thing even more dynamic because you really had a real example in front of your eyes.
Apart from that, it was really nice. You were lovingly welcomed, the goodie bags, the snacks, drinks, everything really showed that it was important to you that people felt comfortable and you managed to do that with me too :))
Of course I wish you lots of success for the next evenings and hope they will be just as nice!
- Rosi

Hey my dears, thank you so much for the great evening! It was really very warm and pleasant with you! I really enjoyed the evening as a prelude.
Azur is an absolute power woman and her part was really well presented and certainly brought some aha moments for one or the other listener.
The part about emergency folders was no longer so relevant for me as I had already been introduced to it.
The part about BU was unfortunately a bit dry for me. Of course, everyone should think about it, but it was all very theoretical. I found the last part on private equity very interesting, but also very theoretical.
For future events, I would like to see the theory turned into concrete points. As it's about finances, I would find more lectures for children exciting: how others deal with money, how to get out of debt, how I can save (and then invest).
For me it was a great start and in the next dates (should it take place again), other topics can be highlighted, which then also encourage exchange.
Thank you very much for all the effort (time and money)! I would love to come back!

Finance and the City was a very cool format, especially for women :) I thought the evening was mega cool! For the fact that it was a premiere, it was really well organized and the presentations were great! Everyone got something out of it. You can feel the expertise of Max Schwan and the other speakers. Absolute recommendation

I had a good experience with Maximilian during my consultation with him. He took a lot of time to explain everything to me in detail. To do this, he used visual aids such as a flipchart or a small film. So I could understand everything very well and felt picked up by him. Maximilian makes a very professional and ambitious impression on me.

I am more than satisfied with the cooperation since the first appointment. Max has always advised me very transparently and competently regarding insurance, contracts, but also effective savings in the right place. He is always available with above-average commitment even outside normal business hours and takes care of problems / concerns with his team very promptly.
Thank you for that !

Mr. Schwan could explain me as a layman very well, understandable and plausible the function and the benefit of the upcoming exciting changes.I appreciate very much his commitment and he is the first whom I trust ,all my financial matters to review and improve. But he also tells me when he thinks a change is NOT worthwhile.I feel very well taken care of....Highly recommended!

Mr. Schwan is a sympathetic, friendly and extremely competent consultant. With any concern, he is always eager to help and give good advice!

Only to recommend - 11/10!