ExpatVantage

Tax optimization & investment planning for expats in Germany

ExpatVantage
36 Reviews i
published (88%)
out of 41 reviews
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ExpatVantage is the dedicated advisory brand for international professionals and executives living in Germany.
We help expats reduce their tax burden legally, structure their income intelligently, and invest in long-term wealth – with clarity,...
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Contact information

ExpatVantage
Grubenweg 4b
82327 Tutzing
Germany
Directions

Contact person
Helix Finance eG

Websites

Review from 11/24/2025  
5.00 out of 5
Excellent
Recommendation
Quality
Value
Services
Implementation
Consulting
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Top competencies

Range of services

5.00 out of 5
5 Reviews

Up-to-date methods

5.00 out of 5
5 Reviews

Diligence

5.00 out of 5
4 Reviews

36 Reviews on ProvenExpert.com

5.00 out of 5
Excellent
Recommendation
I can only emphasize the cooperation with Jasmin Neise positively. The whole experience was really great, because she is super competent and made the complex issues extremely easy to understand. I felt that I was in good hands at all times and thanks to her professional and friendly manner, we very quickly found the perfect solution for my needs. A real asset, a clear recommendation!
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Customer review & rating for:
ExpatVantage
11/24/2025Anonymously
4.40 out of 5
Good
Recommendation
Expat vantage makes life a little easier provided the complex system in Germany in terms of finances, insurances etc. I would definitely recommend to others
Customer review & rating for:
ExpatVantage
11/18/2025Anonymously
4.60 out of 5
Excellent
Recommendation
Consultation with Max was great, he made me understand how it all works, The service is also great, i can recommend expat vantage easily. :)
Customer review & rating for:
ExpatVantage
11/13/2025Faisal M.
5.00 out of 5
Excellent
Recommendation
This experience is a first for me, and Mr. Valentin Bockstaller truly facilitated my understanding of the process. He demonstrates great patience and comprehends the concerns often expressed by expatriates. Trust is paramount when seeking advice from an advisor, and I confidently place my trust in him for financial guidance and assistance in making sound financial decisions.
Customer review & rating for:
ExpatVantage
11/02/2025Nikhil P.
5.00 out of 5
Excellent
Recommendation
Max made everything super simple to understand. Really enjoyed the consultation!
Customer review & rating for:
ExpatVantage
10/14/2025S.
5.00 out of 5
Excellent
Recommendation
Good cooperation for several years
Customer review & rating for:
ExpatVantage
10/06/2025Anonymously
5.00 out of 5
Excellent
Recommendation
Valentin Bockstaller‘s consultation is very thorough and professional. He’s patient and really takes his time with all questions and concerns.
Customer review & rating for:
ExpatVantage
09/24/2025Anonymously
5.00 out of 5
Excellent
Recommendation
My experience with Leonhard was extremely valuable and insightful. Before our consultations, I had very little insight to the financial tools or methods for planning in Germany. Leonhard and team explained the benefits in a way that made it clear where the opportunities were and how I can take advantage of the financial structures in Germany. Highly recommend to anyone, particularly expats, that want to optimize their financial future while in Germany.
Customer review & rating for:
ExpatVantage
09/16/2025Anonymously
5.00 out of 5
Excellent
Recommendation
Absolutely recommended. They helped me understand all the nuances and options, and safely guided me through the entire process. A lot of concerns that I had they swiftly clarified and helped me navigate to a good outcome. Very professional service.
Customer review & rating for:
ExpatVantage
09/15/2025Anonymously
5.00 out of 5
Excellent
Recommendation
The process went quite smooth and I was explained everything very clearly by Yannik. Being an expat you aren't usually familiar with the processes and these consultations help you a lot. I was able to change my insurance and also got into private pension without having to deal with all paperwork on my own. I would totally recommend Yannik to anyone looking to get started with financial investments :)
Customer review & rating for:
ExpatVantage
09/15/2025Sowmya R.
4.96 out of 5
Excellent
Recommendation
From initial contact with the team we were assisted with the upmost professionalism. The team evaluated our financial situation and promptly provided excellent feedback on our current policies and advised alternatives where they saw potential for optimisation. The fact that the conversations and explanations were possible in English made a world’s difference.
Customer review & rating for:
ExpatVantage
09/04/2025Andre & Ronet H.
5.00 out of 5
Excellent
Recommendation
Valentin has been amazing in preparing tailor made solutions for me and continues to help me grow.
Customer review & rating for:
ExpatVantage
09/04/2025Anonymously
5.00 out of 5
Excellent
Recommendation
I am very pleased with my collaboration with Yannik weber @ helixfinance / Expat Vantage.
Yannik proposed a step by step plan to review my financial posture, and identify opportunities for tax optimization as well as investments options. Yannik is very reliable and pleasant to work with.
I would recommend working with Yannik ! Danke schoen.
Customer review & rating for:
ExpatVantage
09/03/2025P.
4.20 out of 5
Good
Recommendation
I like the extensive consultion that ensures the customer knows exactly all the options available for them before they sign in.
Customer review & rating for:
ExpatVantage
08/12/2025Anonymously
4.60 out of 5
Excellent
Recommendation
I have a had a really good experience with ExpatVantage who have supported my financial growth and knowledge through my main consultant Yannick Weber. He was always very helpful, supportive and consistent in our interactions. ExpatVantage offers many options with insurance optimization, tax optimization and investment opportunities.
Customer review & rating for:
ExpatVantage
08/07/2025thabo m.
4.91 out of 5
Excellent
Recommendation
The consultants at ExpatVantage took the time to thoroughly understand my unique financial situation and goals. Despite some very specific and uncommon requests, they were able to create a personalized plan that was perfectly tailored to my needs. I truly appreciate their attention to detail and commitment to finding the right solutions for me.
Customer review & rating for:
ExpatVantage
08/06/2025Mahmoud F.
5.00 out of 5
Excellent
Recommendation
Trusted and certified advisor for financial planning. Highly recommended. Top.
Customer review & rating for:
ExpatVantage
08/04/2025D.
4.60 out of 5
Excellent
Recommendation
This was my first service experience in Germany, and I’m truly impressed. The support from the team was wonderful, and their prompt action made everything smooth. Special thanks to Max — he made everything perfect. Excellent support!
Customer review & rating for:
ExpatVantage
07/28/2025Suresh B.
5.00 out of 5
Excellent
Recommendation
Leonhard is an outstanding financial advisor. He conducted numerous, in-depth consultations to fully grasp my financial needs. His expert guidance on structuring my pension and income protection has been a game-changer, saving me thousands of euros in tax every single year.

What truly sets Leonhard apart is his consistently great service and remarkable accessibility; he even answered my questions on weekends. His efficient and effective services ensured a smooth process and tangible results. He demystified complex topics, empowering me to make informed decisions.

For anyone seeking a knowledgeable, caring, and highly accessible financial advisor, I wholeheartedly recommend Leonhard. He has earned my highest recommendation!
Customer review & rating for:
ExpatVantage
07/18/2025Cameron N.
5.00 out of 5
Excellent
Recommendation
For me as an foreigner, Independent medical doctor in Germany trying to organize my finances and correct my mistakes, it has been extremely helpful to get the advice of Yannik Weber. To have regular appointments with him in which we plan and implement the changes has been a game changer for me.
Customer review & rating for:
ExpatVantage
07/09/2025Nadia R.
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* All reviews and experiences about ExpatVantage are the subjective opinions of those who compose and submit them  |  The profile owner is responsible for the contents of this page  |   Profile active since 06/11/2025  |  Last update: 11/28/2025   |  Report profile

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