As a holistic financial advisor, we provide scientifically sound advice in accordance with the German Financial Standard (DIN 77230) and support our clients in the areas of construction financing, investments, real estate and insurance. Our main... focus is on private health insurance (PKV), occupational disability insurance (BU), real estate as an investment and real estate financing. Contact us without obligation and convince yourself of our highly specialized experts.
Mr. Wiest's skills, response time and availability are exceptional, even for questions that are not commonplace. We are therefore more than satisfied with the long-term support our family has received. Many thanks for that.
I sought advice on legal protection insurance from Thomas. The consultation took place online and was top, he knew all the available products and could point out the respective advantages and disadvantages. Then there was a non-binding offer, which convinced me in the end.
There is a clear recommendation from me.
All good things come in threes!
After my first two contacts did more harm than good when it came to finding an occupational disability insurance, I finally met Mr. Wiest through a recommendation.
After an intensive conversation about my health history and three medical reports later, Mr. Wiest even helped me to choose from three different tariffs without any restrictions. Thank you very much!
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Profile active since 04/11/2020 | Last update: 10/12/2023
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