With more than 10 years of experience, we, as independent brokers, real estate loan brokers and financial investment advisors, advise and support customers nationwide in our specialized areas. In the insurance sector, these include in particular... the topic of old-age provision - with all its facets - as well as the protection against biometric risks (i.e. e.g. the loss of working capacity due to occupational disability), but also topics relating to health insurance etc. In the financial investment area, we focus primarily on long-term oriented and cost-effective investment strategies through the use of passive instruments such as ETFs and dimensional funds.
We offer nationwide online and telephone advice. We do not come to your home unless you request it. You will always receive documents from us in writing. You set the pace of your decisions, because we do not pressure you. You get advice, take your time to look through the documents, compare them with competing offers, discuss them with family, friends and colleagues, and finally close the deal - with us or with a provider you think was better.
We have the following qualifications:
- Licensed as insurance brokers according to § 34d Abs. 1 GewO (German Trade Regulation Act)
- Licensed as real estate loan broker according to § 34i Abs. 1 GewO
- Certified investment and asset advisor
-Certified ETF Specialist (Deutsche Börse)
- Accredited Dimensional Funds Advisor (DFA)
- Contractually bound intermediary in the sense of § 2 para. 10 sentence 1 KWG (German Banking Act)
- Deep mathematical understanding as a studied and doctorated computer scientist/mathematician
- Studies in the field of law (jurisprudence)
Mr. Nauerz advised me in detail on the subject of occupational disability insurance. It started from the basics and possible alternatives to the presentation of various insurance policies. All conversations/meetings were documented in detail afterwards and sent by e-mail. I had the opportunity to contact him at any time with questions and was not put under pressure. I felt very well taken care of and advised by Mr. Nauerz.
I was able to take as much time as I needed to think things over - there was no pressure to take out an insurance policy.
As part of my retirement planning, I also sought advice on disability insurance. Despite this clear focus, Mr. Nauerz informed me about the possible alternatives. After the final decision for the model of the BU Mr. Nauerz accompanied me in all steps of the preliminary inquiry about the sighting of the possible offers up to the insurance conclusion competently, with super fast reaction time and professionally friendly. In everything, he transparently explained to me the advantages and disadvantages, his compensation and the current status/next steps. - A clear recommendation
Mr. Nauerz advised me in detail on the subject of occupational disability insurance - from the basics to alternatives to the advantages of individual insurance companies. My wishes were always taken into account and questions were answered in detail.
After each phone call, I received documentation of what was discussed for reference. For the first time, I had the feeling that I was being advised in a 100% transparent manner.
I was also able to take as much time as I needed to think things over - there was no pressure to take out an insurance policy.
I was advised by Mr. Nauerz on the topics of private health insurance and occupational disability insurance. The communication was always quick and uncomplicated, and I found the conversations in particular very pleasant. I had the feeling that I had been advised competently and transparently on both topics. Mr. Nauerz took a lot of time for my wishes and needs and was basically very committed. I would therefore recommend Mr. Nauerz without reservation.
Mr. Nauerz gave us excellent advice on the subject of occupational disability insurance and was available to answer any questions we had. Particularly noteworthy is his great commitment to finding the really best solution even in a somewhat difficult case. The communication via e-mail and telephone was also first-class. We could not have imagined better advice.
Mr. Nauerz was referred to me through the Verbund Deutscher Honorarberater to advise me on the conclusion of an occupational disability insurance policy. Throughout the entire process, he took a lot of time, was extremely patient, answered quite a few questions on what felt like an impenetrable topic quickly and in detail, and generally left a very friendly and competent impression. The process is transparent and clearly structured. In the end, I have a good feeling about the solution I was given - and that's what counts.
I contacted Mr. Nauerz to assist me in taking out occupational disability insurance. He took a lot of time for the consultation and answered all questions in detail (also via messenger app) within a short time. Despite some health "pre-existing conditions" on my part, thanks to Mr. Nauerz's efforts, I was able to conclude an insurance policy suitable for my situation in the end with a clear conscience. (Since I - fortunately - have not yet had to make a claim on the insurance, I cannot, of course, evaluate the final result). Due to the sympathetic, honest and committed advice, I recommended him directly to my friends. Here, too, the experience was equally positive.
Mr. Nauerz took a lot of time and dealt with my case in detail. He is very friendly and empathetic, but remains realistic. Through his work, I was able to solve unexpected problems in the conclusion of the contract and am very satisfied with the BU contract that he found for me.
I had found Mr. Nauerz as an independent financial advisor after an internet search, following a very unpleasant experience with one of the mainstream investment advisors at my local bank. Mr. Nauerz took away all the skepticism I had after my negative first experience in the first free consultation. His communication is clear, structured and I was able to follow along at all times, which I find very positive and pleasant. Most of the further contact was via mails. Specifically, the first point I had was the BU, which I would like to complete. Although Mr. Nauerz had mentioned some points to me at the beginning, which could lead to a delayed or "not clean" conclusion of the BU, I had made it unthinkingly difficult for Mr. Nauerz. I would like to emphasize particularly positively that he was very involved with the insurance company, so that we were able to successfully conclude the BU about half a year later, at the conditions discussed / hoped for at the beginning. These are points that I would not have expected from a financial advisor before I got to know Mr. Nauerz - and for which I am very grateful. In addition, I am sure that some other financial advisors or similar would not have shown the same accuracy and correctness in filling out the RVA, etc. - which in turn will benefit me in the case, even if it meant more work up front. I would / will recommend Mr. Nauerz without reservation.
Positive points in brief:
- Transparency in communication, also regarding costs
- High level of commitment
- Fast communication / good accessibility
- Honesty and a genuine desire to insure the customer in the best possible way
By far the most positive thing about the consultation was his honesty. He advised me not to charge him, as he found my existing contract to be good after reviewing the framework data. Moreover, I was able to ask a few additional questions and was also very well advised here. To be advised free of charge , independently and with such high quality is not a matter of course today. Definitely recommended!
After 2 really bad consultants in search of a good occupational disability insurance, I found Mr. Nauerz. He took a lot of time to explain everything to me. I especially liked how transparent he worked. One was informed about every step he had taken. He also leaves it up to the customer whether to be billed via the commission or the fee. One can even look only at the end, which would offer more.
With a lot of patience, friendliness and an insane diligence he went through the health questions with me. The other two consultants had many "infections" or the like simply did not want to specify. Mr. Nauerz made it clear to me how important it can often be to leave such little things out.
Suma sumarum I have thanks to Mr. Nauerz a really good insurance, which is also significantly cheaper than the other consultants.
I can really only warmly recommend Mr. Nauerz!
With the aim of taking out occupational disability insurance, I contacted Mr. Nauerz on the recommendation of an acquaintance. His advice via telephone conversations and e-mails was always competent, efficient and especially transparent. Mr. Nauerz always patiently took the time to answer my questions and explained the further procedure in an understandable way. Thanks to the structured procedure, I was able to follow the overall process well and make a well-founded insurance selection at the end. In summary, I am very satisfied with the result - therefore I am very happy to recommend Mr. Nauerz!
In my case, it was about changing my occupational disability insurance. Mr. Nauerz advised me very well on the alternatives and also dealt well with any difficulties in my particular situation. The communication and transparency of the consultation were very good, so that a good relationship of trust was established. Mr. Nauerz represented and enforced my interests very well, even in the event of queries from the insurer. During my numerous queries, he patiently explained the situation to me, so that in the end I had a good feeling about the conclusion. Despite a difficult starting position due to my individual situation, I was very satisfied with the successful conclusion of the contract.
Convenient communication via e-mail, no time pressure at all
I contacted Mr. Nauerz regarding the conclusion of a Riester pension insurance as a fee-based plan. The consultation took place via e-mail, so there was always enough time to look at all the proposals and let them run through my head. The answers also came very promptly (even on weekends), so the ball was in my court most of the time and I never had to wait. The proposals included different product classes (classic and unit-linked policies) and Mr. Nauerz explained the differences in detail. In addition, he also addressed individual wishes and problems and did not push for the conclusion.
I was very satisfied with the advice I received from Mr. Nauerz. My "case" was a bit more complicated, nevertheless he had a lot of patience and always helpful information and tips, so that in the end we found an insurance with which I am now very satisfied.
I sought advice from Mr. Nauerz regarding occupational disability insurance. It was very important to me from the outset to receive independent advice that was not based on commissions for the consultant, but on my needs & wishes. I definitely received that with Mr. Nauerz. Mr. Nauerz took a lot of time to explain everything to me about occupational disability insurance, which meant that I always felt well informed. He was also able to explain complex issues to me in an understandable way. Despite my somewhat difficult situation, that many insurance companies did not want to accept me, Mr. Nauerz was able to find a very good solution for me. I am very satisfied with the advice and would recommend Mr. Nauerz.
Optimization of the existing pension plan. First, a detailed analysis of the current situation, followed by what I consider to be a sensible and transparent restructuring on the basis of the above analysis. Likewise transparent consulting costs. Particularly good for me, as important aspects of risk protection that were previously unknown to me were addressed.
In my search for occupational disability insurance, I turned to Mr. Nauerz after I had learned at a consultation appointment at the consumer center that it makes sense to conduct a preliminary risk inquiry. Mr. Nauerz was well versed in the subject and took care of my request very conscientiously. He then assisted me in preparing the risk inquiry documents. The selection of the provider was then based on criteria that were transparent to me. This gave me the feeling that I was finally signing with the best provider for me. Mr. Nauerz also showed great commitment in clarifying questions that arose from the contract documents. For this reason, I also recommended to my partner that she hire Mr. Nauerz for her search for occupational disability insurance.
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Profile active since 04/03/2015 | Last update: 07/21/2022
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