Who we are
The brokerage firm Göldner Finanzplanung UG (haftungsbeschränkt) was founded in 2020 and continues the brokerage firm that has existed since 2005. GS/GF is Michael Göldner. Michael Göldner is a recognized expert and expert witness for... insurance and retirement planning. He is voluntarily involved in several associations and networks in the region.
After completing his training as a banker and studying business administration, as well as working for many years at various credit institutions, Michael Göldner is active as an independent finance and insurance broker in East Westphalia, licensed by the Chamber of Industry and Commerce. The activity covers the topics investment & fortune consultation, construction financing & private credit, as well as age precaution & risk protection. The activities are continued since 2020 within the framework of Göldner Finanzplanung UG in full scope.
As a broker, we are not bound to any bank or insurance company and can thus guarantee independence in consulting. The objective comparison of the offers of well-known insurers and lenders is the basis for our work. We are exclusively administrators of our clients' interests. In contrast to permanently employed consultants, our aim is not to sell a particular product of the respective employer, but to find the optimal solution for our customer - without any provider or product constraints.
With us - i.e. with just one contact person - you thus have access to the entire financial market - with all providers and products - and have the security of holistic and lasting support.
Advice and mediation:
- of open-end investment funds;
- of personal loans and construction financing;
- on the Retirement Income Act,
- in particular on Riester and Rürup pensions;
- on capital-forming benefits;
- on life & health insurance;
- on subsidized long-term care insurance;
- on the protection of earned income;
- property, accident, liability and motor vehicle insurance.
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. Göldner is very competent and nice insurance broker with wide product portfolio. Advice from his side was well prepared for our situation with various alternatives. We were very satisfied with the consulting service. Aufjedenfall we recommend him
Mr. Göldner advises neutral, independent and unbound from insurance companies. Even for people who have nothing to do with finance and insurance is a clear and understandable presentation of Mr. Göldner given. For my consultation he took a lot of time and also during the conversation he pointed out possible risks or possible disadvantages and is completely responsive to the wishes and ideas that you tell him. On questions, whether by phone or by mail, you can count on a quick answer.
Mr. Göldner is a very competent consultant and helped me a lot with my house purchase. My insurance policies had to be adjusted and I needed trustworthy advice on the subject of construction financing. Mr. Göldner was able to convey all of this to me. I felt very well taken care of and am now well provided for.
Mr. Göldner gave me excellent advice on the pension plan.
He was only concerned about my request and not, as with other consultants, about signing the contract as quickly as possible.
I hope for a long and good cooperation.
In my opinion, Mr. Göldner is a very competent and customer-oriented financial advisor.
He took a lot of time for our conversation and was also not pushy. He was not interested in signing the contract as quickly as possible. He gave me great advice on retirement planning and quickly found me a suitable offer.
All reviews and experiences about Göldner Finanzplanung 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 08/24/2015 | Last update: 09/23/2023
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