With a lot of expertise and great attention to detail, Philipp both analyzed and explained the existing contracts to me and showed me what options I had to optimize my pension situation accordingly. In retrospect, I should have taken advantage of the offer much earlier.
I am happy to write a short review about Florian. He has saved me a lot of time with his work. Florian's approach is quick and straightforward and I really appreciate that he takes care of all the issues.
I am very satisfied with his work.
Mr. Zekert addresses individual needs in a targeted and competent manner. He is able to explain his advice/recommendations in a comprehensible and transparent manner. His consulting performance empowers to make far-reaching financial decisions.
Mr. Rudolph has explained many complicated issues to me simply and very well. With his help and advice, I feel confident that I will achieve my financial goals. He always conveys his expertise with great patience and pleasure. He was very accommodating when it came to making appointments, which is not a matter of course.
I am very happy that I can continue to work with Mr. Rudolph.
The lecture was entertaining and explained very understandably. Finally I understand what ETFs are and how I can invest my money wisely in the crisis...With Florian Zekert on my side my investment is understandable for me and I have a reliable contact person. Many thanks for this
Florian has a compelling story to tell and a wealth of knowledge and expertise to share. He delves into individual cases, provides specialized research and brings this to the consultation in a relatable and clearly structured way. He has been particularly engaged in my case in looking for smart solutions to the complex situation of a US citizen, with duel tax obligations, living and investing abroad. I highly recommend him to both local and international clients.
I was looking for a second opinion on a contract that I had hastily concluded. I was not only shown in an understandable way that not all alternatives had been disclosed to me beforehand, but also those very alternatives were presented in such a way that I can consult further (independently) in this regard. Ultimately, the advice has led me to participate in his webinars in the future, so that I can work more independently in the future.
Absolutely recommendable. Mr. Zekert first understood my personal goals. Based on this, he derived excellent, highly personalized financial solutions. At first I was really surprised how much better these investment recommendations suited me than what had been recommended to me so far. In his personal interactions, he skillfully managed the balancing act between friendly straightforwardness and absolute professionalism. Through his analyses, recommendations, as well as some tips for further training, I was also able to learn a lot myself during the process. I am already looking forward to the long-term cooperation.
Through his friendly manner, Mr. Zekert loosens up the dry subject of investment advice in the right places, without losing seriousness. The individual investment concept, which is based on scientific principles, is professionally prepared, clearly presented and explained in an understandable way.
Won 2-opinion advice on existing contracts as part of a seminar, yet he took plenty of time to talk in depth and answer any questions. Despite reading in, I could only develop a gut feeling about my products, as they are opaque to borrowers. Costs and quality are now clear to me. My gut feeling could be backed up with facts on cost vs performance. Thanks for this.
I had asked Mr. Rudolph for a second opinion regarding an expert opinion for a private pension insurance. Mr. Rudolph took a lot of time and was able to explain everything to me very clearly. I look forward to further consultation. by Hern Rudolph.
Mr. Rudolph advised me on an existing Riester contract. This consultation was very detailed, with projections up to retirement, so that a very clear picture emerged. At the beginning of the consultation, a flat fee was agreed upon and after clarifying all my questions, we were actually well over the time previously scheduled. Therefore, I rate the price-performance ratio as very good and would like to thank you for the detailed and understandable consultation.
Personal goals and wishes are the focus here.
In order to achieve these within the scope of the respective possibilities, a detailed analysis is followed by a transparent and comprehensible transfer of know-how. Mr. Zekert's subsequent recommendations regarding my retirement planning were therefore very comprehensible.
We asked for an expert opinion and an assessment of whether a product (annuity insurance) was worthwhile. The product itself was very complex, so I am glad to have had the expert opinion of Mr. Zekert. Thank you very much!
Mr. Zekert put a lot of effort into my retirement planning. He has always been responsive to my individual needs and goals. He takes his job very seriously and does it conscientiously. He maintains the right dose of sensitivity around the issues of his clients' own wealth, finances investing, etc. Mr. Zekert always keeps the individual plans and own possibilities in mind. In the previous joint discussions, in which he takes a lot of time for his client, I always felt well understood and in good hands. Many thanks.
All reviews and experiences about Finanzberatung-Honorarberatung 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 05/05/2023 | Last update: 10/18/2023
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