I became aware of Benjamin through an advertisement on Instagram. After a pleasant introductory conversation, we got straight down to business: an analysis of my financial situation, consideration of my aspects, what financial and insurance products I already use, what I value, etc.
This was followed by comprehensible recommendations for action regarding the tax optimization of an investment portfolio, which also had an extremely positive impact on the latest tax assessment. As Benjamin is consistently personable, competent and professional, I look forward to working with him again, as I absolutely feel that I am in good hands here.
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