Katja Grundmann

Expert for PKV- tariff optimization and high-yield investments- PROVISION-FREE

Katja Grundmann
4.73 out of 5
Excellent
68 Reviews
Contact information
I help people save up to 40% on their private health insurance premiums and private investors invest their money intelligently and successfully, earning more and risking less. My mission is to give people more financial freedom especially in retirement planning so that you can make the 3rd stage of your life the best of your life.

Contact information

Katja Grundmann
K. Grundmann Consulting UG
Köhlersfahrt 13
41238 Mönchengladbach
Germany

Images & Videos

Opening hours

100% Recommended
5 stars 55
4 stars 13
3 stars 0
2 stars 0
1 star 0
Excellent (4.73)
Cost-performance ratio
Good (4.37)
Top competencies

Availability

5.00 out of 5
20 Reviews

Customer loyalty

4.86 out of 5
21 Reviews

Professionalism

4.95 out of 5
20 Reviews

68 Reviews on ProvenExpert.com

4.73 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Ms. Grundmann quickly addresses all of my questions and answers them to my complete satisfaction.
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Customer review & rating for:
Beratung Vermögensaufbau
09/17/2021Willibald H.
4.20 out of 5
Good
Recommendation
The advice was very transparent, reliable and focused on the benefit of the customer. Anyone who wants to optimize their dusty PKV tariff is in very good hands here.
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Customer review & rating for:
Katja Grundmann
04/20/2021Stefan P.
4.67 out of 5
Excellent
Recommendation
I can recommend Ms. Grundmann at any time without hesitation.
Competence as well as a friendly manner rounds off the overall picture in a very positive way.
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Customer review & rating for:
Strategien zurück in die gesetzliche Krankenversicherung
03/14/2021Rainer B.
4.00 out of 5
Good
Recommendation
The promised improvement in the tariff was achieved. The advice has been responsive to all options.
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Customer review & rating for:
Katja Grundmann
02/09/2021F. L.
4.93 out of 5
Excellent
Recommendation
Ms. Grundmann works very professionally. The cooperation for my order was goal-oriented and pleasant at all times. I can definitely recommend Ms. Grundmann.
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Customer review & rating for:
Katja Grundmann
01/12/2021A.
4.00 out of 5
Good
Recommendation
a professional approach
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Customer review & rating for:
Webinar - GELDANLAGEN und ALTERSVORSORGE
07/01/2020Anonymously
4.20 out of 5
Good
Recommendation
It was a very nice webinar. Since we are already financially completely provided for, a business cooperation unfortunately did not come about. However, Ms. Grundmann makes a serious, competent and trustworthy impression and I can recommend her to the best of my knowledge and belief!
mfG
Michael Reumann
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Customer review & rating for:
Webinar - GELDANLAGEN und ALTERSVORSORGE
06/23/2020Herr Michael R.
4.60 out of 5
Excellent
Recommendation
Ms. Grundmann has been looking after me for over 2 years, I have had nothing to complain about so far.
Fair, competent and good price / performance ratio.
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Customer review & rating for:
Webinar - GELDANLAGEN und ALTERSVORSORGE
06/22/2020Herr Joachim J.
4.00 out of 5
Good
Recommendation
Webinar offers a good overview for the beginner.
Experienced investors, on the other hand, will not learn much new.
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Customer review & rating for:
Webinar - GELDANLAGEN und ALTERSVORSORGE
06/19/2020Herr Frank Stefan B.
5.00 out of 5
Excellent
Recommendation
Unfortunately, no contract came about, despite the immense effort of Ms. Grundmann, but that was unfortunately due to conditions of the insurer. I would get advice again at any time.
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Customer review & rating for:
Katja Grundmann
06/18/2020Herr S.
4.40 out of 5
Good
Recommendation
Competent advice even after various inquiries down to the smallest detail, very good accessibility and friendly customer service.
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Customer review & rating for:
Katja Grundmann
03/03/2020A. B.
4.84 out of 5
Excellent
Recommendation
Recognizing the cost structure of a financial product was the best experience in the workshop. The fact that the costs of many financial products, which actually seem small, have such an impact on the value of the product was very surprising. Now it is time to look at the individual financial products and optimize them.
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Customer review & rating for:
Investment Workshop - " Das 1x1 des intelligenten Geldanlegens"
02/28/2020Carsten R.
5.00 out of 5
Excellent
Recommendation
Great, saved almost € 3,000 p.a. as part of the PKV optimization and in a fast, uncomplicated and competent manner.
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Customer review & rating for:
Katja Grundmann
02/25/2020Olaf J.
5.00 out of 5
Excellent
Recommendation
I found Ms. Grundmann to be highly professional and customer-oriented. Appointments were kept in an exemplary manner, complex / complicated issues were explained very patiently and understandably.
I can highly recommend Ms. Grundmann and her professional competence.
I will certainly be happy to make use of Ms. Grundmann's help again and again in the future.
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Customer review & rating for:
Katja Grundmann
02/09/2020Klaus W.
4.60 out of 5
Excellent
Recommendation
I appreciate Ms. Grundmann based on your expertise, dedication and desire to do something good for the customer. Personally, I have enjoyed your excellent consulting skills. This has been very rewarding for me. The savings potential in the first year was over 2,000 euros. Ms. Grundmann surprised me with great agility and an extremely reliable service. Highly recommended.
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Customer review & rating for:
Katja Grundmann
02/06/2020Jan S.
4.00 out of 5
Good
Recommendation
All good - in contrast to an earlier attempt to optimize premiums with the health insurance company directly, everything worked out right from the start - I now pay over €3,000/anno less with basically the same benefits.
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Customer review & rating for:
Katja Grundmann
08/19/2019Herr P.
5.00 out of 5
Excellent
Recommendation
Dedicated, very sympathetic service provider with a high level of expertise. Her commitment has brought me an annual savings of more than € 3,000. THANK YOU for that!
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Customer review & rating for:
Katja Grundmann
08/15/2019Herr Joachim B.
4.96 out of 5
Excellent
Recommendation
Competent advice and friendly service, which I will gladly use again. I would not have expected the savings achieved, I was positively surprised.
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Customer review & rating for:
Katja Grundmann
08/15/2019Frau Silke H.
4.93 out of 5
Excellent
Recommendation
Ms. Grundmann is very professional, dedicated and friendly. The cooperation was very pleasant. The total annual savings is € 1,870 (my employee savings is € 935).
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Customer review & rating for:
Katja Grundmann
08/12/2019Anonymously
5.00 out of 5
Excellent
Recommendation
A very competent and extremely friendly consultation. The overall package Katja Grundmann and the service offered could not be topped. Only to recommend.
In total, we were able to realize a savings of 4450€ in PKV together.
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Customer review & rating for:
Katja Grundmann
08/09/2019Herr Thorsten H.
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All reviews and experiences about Katja Grundmann 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 05/28/2015  |  Last update: 09/25/2021   |  Report profile

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