I advise on a fee basis! My service is cheap, effective and independent compared to traditional financial advice. The recommended investment proposals provide my clients with a high level of return without taking excessive risk. They are... transparent and avoid excessive fees that occur in commission-based financial advice.
I show you how to invest your money wisely and fail-safe no matter what your age. For clients who come to me with existing bank or insurance solutions, I use a financial mathematical report to show how good and efficient your investments really are. If necessary and desired, I also offer alternative solutions.
I and my service stand for better financial security, safety and more prosperity and confidence.
The ProvenExpert Quality Seal is awarded to service providers who have received at least 10 customer reviews with a recommendation rate of 90% or higher.
Ms. Grundmann is competent, sympathetic and has adapted very well to my wishes, previous knowledge and individual situation.
She advised me on all questions and presented me with various options. I feel very well looked after and expressly recommend Ms. Grundmann.
Competent, friendly advice. I never had the feeling that I was being talked into something I didn't want. Ms. Grundmann was also readily available to assist with peripheral issues that were not directly related to the services offered.
I have used the experience and knowledge of Ms. Grundmann in the area of PKV optimization and retirement planning and was fully satisfied with her advice and am happy to recommend her.
The advice was very transparent, reliable and focused on the benefit of the customer. Anyone who wants to optimize their dusty PKV tariff is in very good hands here.
I can recommend Ms. Grundmann at any time without hesitation.
Competence as well as a friendly manner rounds off the overall picture in a very positive way.
Ms. Grundmann works very professionally. The cooperation for my order was goal-oriented and pleasant at all times. I can definitely recommend Ms. Grundmann.
It was a very nice webinar. Since we are already financially completely provided for, a business cooperation unfortunately did not come about. However, Ms. Grundmann makes a serious, competent and trustworthy impression and I can recommend her to the best of my knowledge and belief!
mfG
Michael Reumann
Ms. Grundmann has been looking after me for over 2 years, I have had nothing to complain about so far.
Fair, competent and good price / performance ratio.
Unfortunately, no contract came about, despite the immense effort of Ms. Grundmann, but that was unfortunately due to conditions of the insurer. I would get advice again at any time.
Recognizing the cost structure of a financial product was the best experience in the workshop. The fact that the costs of many financial products, which actually seem small, have such an impact on the value of the product was very surprising. Now it is time to look at the individual financial products and optimize them.
I found Ms. Grundmann to be highly professional and customer-oriented. Appointments were kept in an exemplary manner, complex / complicated issues were explained very patiently and understandably.
I can highly recommend Ms. Grundmann and her professional competence.
I will certainly be happy to make use of Ms. Grundmann's help again and again in the future.
I appreciate Ms. Grundmann based on your expertise, dedication and desire to do something good for the customer. Personally, I have enjoyed your excellent consulting skills. This has been very rewarding for me. The savings potential in the first year was over 2,000 euros. Ms. Grundmann surprised me with great agility and an extremely reliable service. Highly recommended.
All good - in contrast to an earlier attempt to optimize premiums with the health insurance company directly, everything worked out right from the start - I now pay over €3,000/anno less with basically the same benefits.
All reviews and experiences about Katja Grundmann 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 05/28/2015 | Last update: 07/07/2023
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