Anything but the usual. For me, the focus is on you as a customer. In order to be able to advise you in the best possible way in financial matters, I have been working at FiNUM.Private Finance AG since October 2017, as I am able to provide advice... and support here as a freelance financial planner. As your personal advisor, I remain at your side for the long term, because at FiNUM.Private Finance AG asset accumulation and protection is a continuous process of analysis, recommendation, implementation and continuous monitoring. Together we will determine the right compensation model for you. I advise you flexibly and individually in all phases of your life, always focusing on your wishes and goals.
Make an appointment with me now, it will be worth your while.
Capital investments:
- Professional fund consulting
- Asset management through exclusive partnerships
- Alternative capital investments in the form of shareholdings e.g. containers
- Real estate direct investment as capital investment
- e.g. listed apartments
Insurance sector:
- Coverage of all life risks
- old-age provision
- Retirement planning
- Private health insurance
- Disability insurance
Financing:
- Development of individual financing concepts
- Hedging of the interest risk
- Support during the loan term
- Early interest rate extension for existing loans
The ProvenExpert Quality Seal is awarded to service providers who have received at least 10 customer reviews with a recommendation rate of 90% or higher.
Mr. Pötschke is a very friendly and competent financial advisor. We felt very comfortable from the very beginning. He was also able to explain the proposed financial concepts to us in a way that Otto Normalverbraucher, like us, could understand. We have great trust in him and will
and will recommend Mr. Pötschke to others. A+M
Kenny Pötscke was recommended to us by an acquaintance. We immediately felt in professional hands. Absolutely sympathetic and with great expertise we were advised here and will be looked after here in the future.
Mr. Pöschke was at all times a great help in the consultation and creation of the value investment.At any time available and flexible .In all investment forms and consultations he is very professional. In addition, Mr. Pöschke's calm and in the customer empathetic way to mention. Many thanks.
Mr. Pötschke now looks after me about 2 years in terms of finances and money, always informative and simple explanations so that really everyone understands everything and is always there for you if you have questions or the like, unrestricted recommendation.
My experience with Mr. Pötschke has been consistently positive. He offers a broad portfolio of investment opportunities and always brings new ideas to add.
He also knows how to manage long-term projects and always keep the customer up to date. He is competent and communication runs easily through various channels. He deals with concerns immediately.
I am very satisfied.
Kenny Pötschke can be recommended with a clear conscience, he is very competent, has a great knowledge of his work, is personable and he explains everything in great detail...you not only feel in good hands, but you are. Many thanks
Friendly and comprehensive advice, very flexible in making appointments and very good accessibility, prompt implementation of wishes and lots of interesting information by mail.
Very competent and sympathetic. Takes the time for an individual conversation and you feel in good and ethical hands. Patiently explains the basics for beginners. Available at any time without complications and advises openly and honestly. Thank you!
Very competent and customer-oriented.
I can thoroughly recommend working with Mr. Pötschke. His online contributions (newsletter, social media) are also informative.
Mr. Pötschke has after recommendation, quickly established a contact. Mr. Pötschke has expertise and pleasant rhetorical skills, which is helpful for the interest and understanding of the matter.
The exchange about goals and possibilities of asset optimization was reliable, comprehensive, informative and understandable.
Many thanks!
Mr. Pötschke finds the right investment model for every financial situation. All consultations are conducted by him in high quality and professional competence and are characterized by trust on my part - which is not least due to his very sympathetic way of leading through the consultation. I can give 5 points in all areas with a good feeling.
After much deliberation, I'm glad I got around to making an appointment.
Due to his open manner, a pleasant basis of trust was immediately established.
Everything was explained very clearly and in detail, so that I could go home with a great feeling.
I look forward to further cooperation!
So 5 stars from me
Absolutely recommendable
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Profile active since 05/13/2020 | Last update: 06/04/2023
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