I have been working with Mr. Oertel since December 2020. Initially, my only plan was to seek support from an independent fee-based advisor to analyze my finances. However, the transparency in our collaboration and the feeling that all my questions and concerns were taken seriously quickly persuaded me to continue on this path.
Over the past few years, we have worked together to develop concrete goals and take the necessary measures to achieve them. I was explicitly invited to listen to my gut feeling and encouraged to only make decisions when they felt right for me.
In this, for me, often opaque jungle of the financial world, Mr. Oertel is a valuable companion who has used his expert knowledge to guide my ideas on wealth accumulation into the path of what is feasible and continues to drive developments forward!
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