If you are looking for independent investment advice or an independent investment advisor, then you have come to the right place. As an independent fee-based investment advisor, we are one of the few institutions in Germany that is subject to the... legal prohibition on accepting commissions. This means that you can be sure that your financial planning, your retirement planning and your asset management with us will be carried out without any interest in commissions.
Why do we do this - we work exclusively in the interest of our clients:
We believe that by doing so, we are documenting that we want to avoid any conflict of interest when working with our clients.
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Mr. Grebe is a very pleasant person to talk to as well as a reliable, competent and experienced financial advisor! Mr. Grebe has my full confidence in the management of my portfolio and his assessments, analyses and advice are instrumental in my financial decisions!
The exchange with Mr. Grebe is always a comprehensive consultation, not a sales pitch. The entire life situation is considered and discussed in order to then derive the right decisions for the finances.
Hello Mr. Grebe, let's first work through the agenda items in the next meeting and then discuss further possibilities and the general economic situation. I would have a few more questions about rebalancing. Kind regards Thomas Laick
Through the personal consultations, the opportunities and risks of an investment were clearly worked out that one can take. Honorarfinanz then put together a personal portfolio, which I will implement.
Hello Mr. Grebe, thank you again for your review of my BU. It gave me another good feeling that I'm in the right place here. By the way, we always look at our financial plan at the end of the year, which you worked out with us. So far we are well on track. :-) Many greetings and see you soon. J. Bussmann
Mr. Grebe has brought the content in a very understandable form to the participants. Although the presentation lasted 2 1/2 hours, it was very entertaining and informative. Mr. Grebe was also able to go into details very competently. Conclusion: course absolutely recommendable.
Mr. Grebe gave us a different perspective and a long term view of our personal financial development that helps us navigate the future with a better feeling. Any questions we had, Mr. Grebe answered to our satisfaction with his organized and structured approach.
Mr. Grebe took a lot of time for us. Good elaboration / presentation of the personal situation, honest assessment of whether contracts already concluded are suitable.
We can recommend Mr. Grebe at any time. Many thanks for the support.
Very competent, detailed and solution-oriented advice. We feel very well taken care of with Mr. Grebe. He focused on our life situation and our wishes, discussed points of view together, and pointed out various solutions, approaches and goals. We are definitely, with him as a neutral partner, well prepared for our financial future.
Mr. Grebe conducted a very detailed and comprehensive analysis of our financial situation and - in contrast to a traditional broker - looked at the whole picture (all insurance policies, assets, income, goals, etc.). His recommendations for action derived from this helped us a lot in our further financial planning. Our expectations were completely fulfilled. The communication and cooperation was always at eye level and understandable, so that even a layman gets an understanding for sense and nonsense in complex matters (e.g. pension insurance).
Mr. Grebe understands how to explain complex contexts in a clear and understandable way. His presentation was well structured and supported with case studies from practice. His references to literature were very interesting and helpful! Really worth reading are the books by Professor Walz and his blog.
All reviews and experiences about Steffen Grebe 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 02/27/2017 | Last update: 11/24/2023
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