Due to my interest in the topic of finance, I came across Tim's account Mr. Finanzfakten via Instagram. As I didn't really have a clear overview of my insurance policies and was wondering whether my building society account made sense, I made an appointment with Tim for a free initial consultation.
Without trying to sell me anything, Tim presented his services to me at the initial meeting, responded very well to my questions and was able to answer them with his very good specialist knowledge.
In the following appointments, we went through all my insurance policies together and were able to find some with savings potential but without sacrificing benefits. The insurance check alone will save me a lot of money in future, but I will have the same or even better benefits in the event of a claim. The whole thing is rounded off by the fact that I only have one contact person for all insurance policies, which means that everything can be clarified easily.
As I was aware that my pension would not be enough later on, I also entrusted Tim with my retirement provision.
After taking stock of my current situation, determining my needs and asking which points are important to me in terms of retirement provision, Tim presented me with a product that was perfectly tailored to my needs and closed my pension gap.
Tim was not only able to help me with the topics of insurance and pension provision. Tim also answered my questions about building society savings, ETF savings etc. competently and was able to give me some tips.
At no time did I have the feeling that Tim was trying to push something on me. I can recommend Tim's advice to anyone who has questions about finance, insurance and pensions. Once again, a big thank you for your time and the great advice.
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