Business is always done between people!
For me, trust begins in a personal conversation. Because I know that every mandate is unique. That is why I listen carefully, analyze and understand your wishes and values. Discretion,... neutrality and objectivity are the guidelines of my consulting philosophy. In open discussions, I show you the opportunities and risks in all financial topics in order to weigh them up together with you.
I take a holistic view of your wishes and goals. The view always goes beyond the "edge of the plate". I understand FINANCIAL PLANNING as a sustainable, dynamic process. So that you can react actively to possible changes in the market at any time.
For a secure basis for decision-making - without a crystal ball!
Mr. Englert is one of the people I not only trust but whose advice I listen to. His expertise, market knowledge and background are as comprehensive as his commitment to finding the best solution. I have also been able to refer many of my clients to him, who are full of praise.
From the first preliminary discussion to the final implementation of our financial concept, I was taken along step by step. Regardless of whether it was insurance, investment or retirement planning. For the first time in years, I finally have the feeling that I am well positioned all around. Also friends and acquaintances, to whom I recommended Mathias Englert, were grateful for the contact.
Mr. Englert saved me money while still providing optimal services through his set-up as a financial broker. He pointed out risks to me that I would have overlooked as a businessman. I feel very competently advised. In financial and insurance matters, Mr. Englert is my first point of contact.
Mr. Englert advised my wife and me in several areas. We have entrusted him with our insurance policies, retirement planning and the financing of our home. I had a very good feeling every time. All questions were answered professionally and patiently. I recommend him anytime.
I first got to know Mr. Englert 6 years ago through a recommendation. Today I appreciate him as a reliable, very competent and serious financial advisor. Mr. Englert always took a lot of time to listen during consultations - also with insurance questions - in order to then offer different, tailor-made proposals. His offers were exactly adapted to my wishes and personal situation! The focus was never on his maximum advantage, but on the best possible solution from the customer's point of view, i.e. from my point of view. Especially for this I would like to thank him again. All in all, I feel excellently looked after and very well advised, so I can unreservedly and gladly recommend Mr. Englert!
What I like is the absolute independence from product manufacturers and the holistic advice, i.e. the linking of insurance, pension provision, financing and investments.
Mr. Englert not only offers the "normal" products, but also special concepts and very interesting financial investments.
All reviews and experiences about Mathias Englert 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 12/05/2018 | Last update: 12/04/2023
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