As an independent financial and insurance broker, I advise individuals, families, and association members on all aspects of insurance, retirement planning, wealth accumulation, ETFs, investments, and financing.
My focus is on providing
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comprehensive financial advice: I analyze existing insurance policies, check for gaps in coverage (e.g., disability insurance, private health insurance, retirement planning, term life insurance), and develop a clear, understandable strategy for wealth accumulation and financial security.
I am particularly well known for my club partnerships: as a partner, I work closely with sports clubs and other organizations. Members benefit from individual advice and attractive special conditions, and the club receives financial support through sponsorship. My advice is independent, digitally supported, and personal at the same time.
A modern customer portal gives clients full transparency about their contracts, securities accounts, and optimization options. My goal: clear recommendations instead of product sales. Structure instead of financial chaos. And long-term support in building wealth and finding the right insurance coverage.
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