Daniel Goldau

In my opinion, Daniel is very competent, nice and sociable. I always get a quick answer to my questions and concerns, which has often helped me in time-critical situations. I feel extremely well advised and trust him in every aspect of my finances! It always makes me grateful and is of enormous value to me not to have to see things through myself, but to know that everything is in good hands, which allows me to concentrate more on my other areas of life.
I can warmly recommend Daniel!

I have been a client of Daniel's for over 6 years now and am completely satisfied.
Even at the beginning, when I still had relatively little equity, he took a lot of time to explain everything to me in detail and support me in my investment decisions. What I particularly appreciate is his constant availability - whether by phone or e-mail, he is always there when questions or concerns arise. Regular communication is standard with Daniel.
Daniel's reliability is not only reflected in his availability, but also in the very rapid implementation of decisions.
Daniel was also there to support me after I made the decision to take a different career path.
The best thing is that you can really talk to him openly about everything. He listens, responds to individual needs and offers honest, sound advice without being intrusive. In the end, every decision is up to me. Whether it's an investment or any form of insurance, Daniel's expertise is wide-ranging.
I can say that he always acts in my best interests as he communicates very transparently and openly.
Thanks to his support, I have been able to steadily improve my financial situation and feel secure with my investments.
And what else can I say? The success proves me/us right.
A clear recommendation!

Daniel gives us so much security with his calm and very easy to understand and absolutely competent manner that we always feel safe and understood. He always manages to inspire us to approach the subject of finance and investments with fun and seriousness, which is rewarded with success.
Thank you for that too !!!

Super advice, top implementation, always available, reliable and competent

Super satisfied with the advice. Everything top!
Definitely recommendable.

As a newcomer to the subject of investing, I was nervous and unsure at first. Daniel Goldau was able to dispel these emotions within a very short time with his competent, friendly and reliable manner and gave me a good and secure feeling about this very trustworthy topic.
I am particularly impressed by his professional preparation and follow-up. He brings everything together into a coherent overall concept in the shortest possible time and takes individual wishes and ideas into account to a very high degree. He was extremely successful in creating an individual portfolio exactly according to my own ideas, with which I simply feel comfortable in the end.
Daniel also provides a lot of knowledge input, so that after a very short time the complex topic of investment became much more tangible for me. He takes a lot of time for his own needs, explanations and individual questions and is always transparent and customer-oriented.
His regular updates are also particularly valuable and make things easier for me, as they give me the opportunity to keep an eye on my portfolio and create regular opportunities for action.

I can only warmly recommend Daniel to anyone looking for a strong and competent partner at their side.
Whether in matters of investments or insurance, he is an extremely competent and reliable contact in every area!
A big THANK YOU for the very reliable and competent cooperation so far!

Daniel actively offers update calls even in supposedly difficult phases of my investment and thus constantly creates opportunities for action. I feel that I'm in good hands and always get insights and ideas that I would miss out on if I were on my own.
Great work and highly recommended!

Daniel Goldau is a reliable partner and contact person in the area of finance and planning. We feel that we are in very good hands and can highly recommend him!

Daniel Goldau is a highly recommended consultant.
Can only recommend him to everyone. Very reliable and helpful. You can contact him at any time with questions. You never have to wait long for feedback.
I am very satisfied!

Daniel accompanies me like a coach and supports me in a disciplined implementation in every market phase.
An absolutely recommendable service if you get involved. Daniel offers a lot without pushing. Super pleasant atmosphere!

With Daniel, I got to know financial planning and advice in a completely new way. In the first step, we spent 3 or 4 appointments just talking about me and my needs, exchanging information and only then discussing possible product solutions. Daniel puts everything into a coherent context and I have the feeling that he really cares about my expectations and needs,
Clear recommendation!... in the end we all have to deal with it and then preferably with Daniel instead of some anonymous platform or bank/insurance company.

Daniel has exceeded my expectations and completely satisfied me with his outstanding financial planning service. Thanks to his regular updates every six months or so, my financial strategy is always adapted to my current circumstances. It's a huge relief to know that Daniel keeps an eye on all the details and prepares and follows up everything perfectly without me having to worry about it. His clear and understandable summary makes the complex financial topics tangible for me. I can recommend Daniel without reservation!

I am very satisfied with the personal - individual, very understandable and well-adapted advice. It was and is important that Mr. Daniel Goldau always took and still takes enough time to ensure that no question seems "too much" or "stupid" to him.

Clear strategy, transparent information, flexible design. I am particularly impressed by Daniel's customer orientation and focus on my interests.
Despite my own basic knowledge as a chartered accountant, I am happy to put my wealth accumulation and investment management in Daniel's hands and can only recommend his work to anyone.

In my check-up meeting with Daniel, I receive a semi-annual review and outlook on my investments. He manages to categorize the developments in a transparent and understandable way, so that even as a mechanical engineer without in-depth expertise I can make good decisions and manage to pursue a clear strategy.
Many thanks for this and a clear recommendation!

Tip top! I am happy to re-evaluate my topics in regular updates, without any effort on my part!
Daniel prepares everything transparently and comprehensibly so that I can make the right decisions for me.
I absolutely recommend this guy!

The annual check-up with Daniel is worth its weight in gold. As a project manager, I have a lot of things to take care of, but thanks to him I have a clear overview of my investments and contracts. He updates everything and explains to me transparently how my finances are doing. With him by my side, I feel safe and well prepared for anything that comes my way. I can recommend him to anyone without reservation!

As a young family with limited equity, the thought of buying our first home was initially overwhelming. But thanks to Daniel's advice, we felt confident and well informed. Not only did he help us find the right financing options, but he also developed customized solutions around the fundamental topic of financial planning that met our needs. His expertise and commitment gave us the confidence we needed to take this important step.
We are eternally grateful to Daniel and can only warmly recommend him!

The annual investment update call is like a roadmap for my financial journey. With clear analyses of the past and future, it provides guidance and individual tips to help me achieve my goals. An absolute must for anyone who wants to keep an eye on their finances.

As he does every year, Daniel kept me informed about the status of my current contracts and provided me with up-to-date information about my investments. By making minor adjustments, I always have the feeling that my planning is flexible without losing sight of the big picture. I always look forward to tackling the issues together. Thank you very much for that.