During the first contact it quickly becomes clear that you talk on (collegial) eye level and no one wants to sell you unnecessary stuff, but to ensure a good coverage with all the benefits!
Really competent and cool dudes, I can not say otherwise!
The consultation was very professional and within a good framework. I was shown where there is room for improvement in my financial world and where I am already on the optimal path. Yannick was very friendly and took care of everything I noted.
Since the first meeting has only taken place so far, the points cannot yet be assessed definitively. However, my first impression is quite positive. The services offered seem extensive and complex, and there seems to be a high level of expertise among the financial rescuers. I was surprised in a positive sense and my expectations have definitely been exceeded so far. I will gladly try to make the feedback more comprehensive after some time.
Very much good and helpful advice. Everything is tailored to the person. Every question is answered. The bosses are so important to the customers that they themselves help in the discussions. Now after the first meeting it has helped me more than my whole life.
Report: Phase 1.
Very friendly, personal and relaxed, rescue-oriented advice at eye level. Straightforward introduction even for beginners. Short & crisp presentation with same PowerPoint. Topics such as private finances, income, investments, retirement planning, loans, savings / emergency plan & disability and much more were discussed in a goal-oriented and quite relaxed. Colleagues give good tips and the "thinking outside the box" - as is more often the case in the rescue service, fits with the financial rescuers. Pleasant conversation. Thank you very much.
First of all, thank you for understanding that I was not on time due to an assignment! This shows that you really know who you are working with from now on! :-) super nice conversation and the most important thing is that at the end there were no more open questions on my part. I am very satisfied.
I find the concept very interesting and coherent, because it is tailored to the target group, where many other consultants are overwhelmed by the construct: civil servants in shift work.
The first meeting was very sympathetic and convincing and I look forward to further cooperation and am very excited about the results!
During the interview, many questions were answered professionally and yet in a collegial manner. It is a relaxed conversation with many positive aspects that are shown to you. I am looking forward to further cooperation and can recommend them so far.
All reviews and experiences about Finanzretter 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 01/28/2022 | Last update: 11/21/2022
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