Fairness, transparency and open communication are our top priorities - your goals and wishes are our focus.
In everything we think, say or do, we ask ourselves if it is FAIR for all parties involved and if it will serve the WELL of all parties. ...We align our actions with maintaining high moral standards by recognizing high ethical principles in our private and professional lives.
Truth, honesty, clarity - these are the foundations on which a fair financial service should be built.
The seriousness with which we approach people's issues, the high level of responsibility that we assume as a result of the tasks assigned to us and our respect for the people with whom we work are the prerequisites for satisfaction on our part and on the part of our clients.
We believe in the good and in being able to rebuild trust in a market that unfortunately has a bad reputation in many areas, and rightly so.
Our company - integrated in a network of like-minded people - wants to set a counterpoint to the existing alternatives.
It is your opportunity to get to know a different kind of financial service.
A free and honest financial service, as it should be.
In his advice on a long-term investment, Mr. Schewe paid a lot of attention to my individual wishes and worked with me to develop a customized savings plan. I particularly liked the fact that he dealt openly with my fears in the current difficult situation, always informed me promptly, explained a lot and made suggestions, thus helping to calm me down.
I would definitely recommend Mr. Schewe to others.
As an investment beginner, I was faced with the challenge of planning my future financially for the long term and investing part of my resources without any prior knowledge ("my first securities account" ;-)), so I resorted to the support of a professional advisor.
I came across Mr. Scheve through a personal recommendation.
I decided to have a one-time retirement planning and investment consulting, which primarily included setting up a new securities account.
All this happened at a difficult time, namely in parallel with the escalation in the crisis year 2022, marked by Ukraine war, inflation, economic crisis. Not an easy situation.
In both consultations, Mr. Scheve dealt very sensitively and competently with my individual financial situation, which set relatively tight limits on my planning. I felt well advised according to my personal needs (risk tolerance, expected return).
Mr. Scheve advised me on a broadly diversified portfolio that would also meet my security needs.
I was always informed about possible risks of one or the other fund.
I not only felt that I was being taken by the hand in a professional manner, but also that I was being well looked after on an interpersonal level. I found the information discussions to be trusting and detailed.
What was very important to me was that at no time did I have the impression that there was a tendency toward one of Mr. Scheve's preferred directions during the consultation. Rather: Advantages and disadvantages of the respective options were patiently explained and presented to me for my own consideration.
I can recommend Mr. Scheve with a clear conscience.
I was quickly able to build up a trusting relationship with Mr. Scheve, as his demeanor, his expertise and his business conduct are extremely authentic. For me, as a rather inexperienced person in financial questions
and very distant to the stock market, he was able to take away the 'reservations of contact' already in the first detailed contact, in a serious, sympathetic and humorous way, paired with concentrated expert knowledge and convince me of the necessity and efficiency of his recommendations. The positive results have confirmed him.
Conscientious check of the investment volume by the consultant, Mr. Holger Scheve, in order to still make spontaneous purchases possible.
Very good advice on the risks and opportunities of the various forms of investment.
After the selected investment forms permanent contact to the evaluation and possibly correction of the investment forms and cost control of the resulting fees.
A pleasant unobtrusive and professional partner to design an individual investment form independent of the company and later also to manage it.
I can recommend the investment partner, Mr. Holger Scheve, without ifs and buts.
Mr. Scheve has been looking after me for several years now and I am extremely satisfied with his services. Especially as a self-employed person, a solid and future-proof financial planning is indispensable. Together with Mr. Scheve, I have developed a concept tailored to me and my goals, which we are now successively implementing.
In addition to the "technical" aspects, I also hold Mr. Scheve in very high esteem personally and always find our conversations to be extremely pleasant and human without being "salesy" in any way.
I have already recommended Mr. Scheve several times and will continue to do so.
I appreciate the following about Mr. Scheve:
- he prepares insurance- or finance-related complex contents in an understandable way;
- he does not only work out alternative proposals, but also gives a recommendation, so that you can decide for yourself or get an opinion, depending on your own level of knowledge on the subject; so far it has never felt like a sales pitch;
- In the discussions, you can tell that he is completely absorbed in his subject matter, and I appreciate that in an expert;
Mr. Scheve has been advising us for years in all company and private insurance matters, retirement provision and investments. His prudent, foresighted and well-founded professionalism, his product neutrality, the trustful and reliable manner complete the picture of a dynamic support in all matters.
Mr. Scheve orients himself to our needs after a detailed consultation, reacts immediately to our inquiries, settles even the small matters in an uncomplicated and competent manner and has always brought especially the complicated and demanding matters to the very best conclusion to our complete satisfaction.
He enjoys our fullest confidence.
H.and K. Lackmann (physicians) Weilburg
Mr. Scheve has been our contact person for years when it comes to investments. We appreciate his friendly personality and have great confidence in his professional competence. We feel safe and in very good hands with him.
Mr. Scheve supports us in the areas of financial planning, investment, retirement planning and as an insurance broker. We are very satisfied with him as a consultant. He brings excellent knowledge, has a super market overview and works very transparently. He regularly informs us about the current status and the next steps. In addition, he responds very quickly to queries and helps in an uncomplicated manner.
Since we ourselves are newcomers in the field of investment, Mr. Scheve took a lot of time for us, explained us very well about risks and informed us comprehensively. He put together an individual financial plan for us that was very well tailored to our needs.
We are very satisfied with Mr. Scheve's work and feel that our family is in very good hands with him.
By chance, I came across Mr. Scheve and his business partner via a WDR service broadcast. After a first meeting to get to know each other, I had the impression that I could expect serious, competent and transparent investment advice. This has been confirmed in the following years of our cooperation and I thank Mr. Scheve for his prudent, responsible and very pleasant advice.
Mr. Scheve has been my contact of choice for years when it comes to investments. With his trusting manner and his profound expertise, he is a great help to me. He always takes time for independent advice.
After a painful experience with my former finance and insurance expert, I followed the recommendation of a close friend and entrusted Holger Scheve with all insurance and salary optimization issues. What I particularly appreciate about Mr. Scheve is the prudence, diligence and professional competence with which he advises me in these matters and helps me to make the right decisions. He has my unconditional trust and I can recommend him with the best conscience.
Mr. Scheve belongs to the top class of financial consulting. His top priorities are the 4 principles of finance: asset allocation, diversification, cost reduction and tax efficiency. He maintains a financial overview at all times. Mr. Scheve is punctual in meeting deadlines and is always reliable. He is very cost conscious and always works in our best interest.
A big advantage is that Mr. Scheve handles both investments and insurance. He has optimized our insurances so that we have the best protection (wherever possible with fee-based rates). It is a pleasure to work with him.
Mr. Scheve is -in my eyes- a very authentic consultant. He would not offer anything that he himself is not convinced of. He looks at the details (paragraphs in contracts) and weighs which insurance best suits you.
Sympathetic & competent!
Thank you very much!
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Profile active since 08/24/2015 | Last update: 02/28/2023
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