Jan-Luca Lobers - Finanzdienstleistungen

Friendly. Empathetic. Very professional. Honest and transparent on the breadth and depth of his expertise. Well informed on the topics he mastered, as well as the challenges of expatriate professionals. Highly competent in English. Very accessible. Successful in building a long-term focused trust-based personal relationship. An amazing human being!

I highly recommend Jan-Luca Lobers as a financial consultant. His expertise in financial planning and investment strategy is highly valuable. Jan-Luca is detail-oriented, responsive, and committed to helping his clients achieve their financial goals with clarity and confidence from the very beginning. I am grateful for his guidance.

Jan is a true professional you need to have in Germany, especially as an expat. He makes everything very clear and easy. Jan has an individual approach for every situation and makes sure that you will benefit from it. You can definitely trust him with financial advices. And if you feel lost in all the German bureaucracy, he is definitely the guy to help you out and to create a safer financial future.

I highly recommend Jan! He's incredibly patient and transparent, making the complexities of German financial services easy to understand, even when I was struggling. He truly cares about his clients and is very responsive whenever I message him.

Jan Luca is a very knowledgeable financial advisor and can support anyone in any phase. He gives very pragmatic advice. My conversations with him left me more knowledgeable about my pension situation and how I can tackle the areas I want to tackle.

If I were a billionaire, I would hire Jan to run my family office. He is an analytical person, who will first asses my scenario very carefully and then navigate with me towards improving my current situation.

He provided me extremely valuable advice. For example, helped me to move my all bonds pension fund to another one based on index funds. This is something I knew that I needed but wasn't aware that it was possible in Germany. And thanks to Jan, the process was very smooth.

I highly recommend Jan's services to expats moving to Germany (should contact him before you land). Because how you approach insurance here (pension, liability, etc) has serious consequences. And he is definitely a trustable advisor.

Keep up the good work Jan!

Ich habe mich in der Beratung von Jan-Luca Lobers gut aufgehoben gefühlt, da er sehr sympathisch und gleichzeitig professionell ist. Er konnte alle meine Fragen beantworten, ist auf meine individuellen Wünsche eingegangen und konnte überzeugend darlegen, wieso er bestimmte Produkte für mich empfehlen würde.
Daher kann ich seine Beratung nur weiterempfehlen.

Eine sehr individuelle Beratung, die den Fokus nur auf die eigenen Wünsche legt ohne den Versuch unnötige Produkte zu bewerben. Es wurden auch ehrliche Meinungen über die Konkurrenz abgeben und auch diese Produkte vernünftig verglichen. Es kam bei der Beratung nicht so rüber, als ob es nur ums verkaufen geht.

Sehr sympatisch, kompetent und der vertrauenwürdig. Er geht auf alle Wünshe und Bedürfnisse ein und will einem dabei nichts aufquatschen. Sehr zu empfehlen! :)

Fundierte Beratung, geht sehr gut auf individuelle Vorstellungen ein, transparente Darlegung der Optionen. Nachfragen immer möglich.