We are independent financial advisors and use an effective system to shape the future of our clients. Regardless of whether you are self-employed, employed, a trainee or a civil servant - our team of experts creates individual concepts that are... optimally tailored to your needs. Our strategic advice enables our clients to build up 6- to 7-figure assets. We make use of government subsidies, reduce costs, tap into savings potential and maximize returns. Our services also focus on real estate investments.
I was recommended Lea Mansdörfer "at the right moment" by an acquaintance. The introduction to her work was enough to convince me. When she presented the concept to me in the second appointment, I was really impressed because she really thought about all areas and took my priorities into account. My biggest highlight was that she showed me how my money works for me without risk (and that I'm not always just working for my money). She also showed me, for example, how I can get my work cover paid for by my health insurance. I feel very well looked after by Lea, especially because I am always brought up to date on the latest developments and the collaboration is always fun, even though the topics are actually rather dry.
Valentina always takes the time to answer all questions and concerns in detail and explains everything clearly and understandably. She always addresses me and my needs and adapts accordingly. I appreciate that very much. I feel very comfortable here and would continue to highly recommend her.
I had my consultation appointments with Sebastian and Beatrice. Both took a lot of time each time and were always able to answer all my questions in detail. The scheduling was always very flexible and the atmosphere during the appointments was consistently positive and relaxed. I am very satisfied both with the entire process and of course with the end result.
I had my conversation with Ruben Cuesta
The conversation was on a relaxed level and he showed me how you can sensibly secure your future with little money for me as an apprentice, the information I got from Ruben was worth its weight in gold and even get subsidies through my health insurance.
In the consultation appointments with Mr. Apfelbach, you always feel well advised. He can explain all questions competently and understandably and you can tell that the well-being of the customer is the focus (which is unfortunately no longer a matter of course these days). Absolute recommendation.
It all went perfectly, well organized uncomplicated and problem-free, appointment allocation was really flexible team is very well organized and Profesionell drauf (Lea and Sebastian), thank you for the great advice.
I appreciate Lea Mansdörfer's and Sebastian Apfelbach's very professional and friendly manner. I find it important that they address my personal questions and concerns during the consultation, so that I always feel well looked after. Thank you very much!
The consultation is very easy simple and well explained.
A lot of time is taken and all questions are explained well and understanding.
You are very well informed in all topics that are discussed.
I had my consultation with Lauris Jauss and Valentina Iraci.
Lea Mansdörfer has really opened up new perspectives for us. Her competent, friendly and well-versed advice makes it possible to open up even the unpleasant topics of insurance, retirement planning and finance. With cheaper and better products, we now feel more secure and financially better as a family. As far as the topic of home ownership is concerned, Ms. Mansdörfer and her colleague Mr. Tom Bossert were able to provide a lot of clarification and open up further perspectives for us.
I always had my consultation appointments with Lea Mansdörfer, and felt fully supported at all times during the meetings. When it comes to building society contracts, pension and disability insurance, she is the right person to talk to.
All in all, I can only speak highly of the advisory services.
I am more than satisfied with the advice and support of Ruben Cuesta!
I had the problem that I had no real plan how to provide for my future. We found a plan that is tailored to me and that I am going to drive with now, so that I do not only think about the future but also about now. Thanks to Ruben I even get 500€ back from my health insurance.
If you want to have a good plan to reach your financial goals faster, Ruben Cuesta is your best contact and highly recommended!
I had the consultation with Alessio Iraci and was very satisfied and got a good overview of different services, how I can already provide for my future now. Since I am a dual student, everything is done in small steps that I can also invest money for my future right now.
Highly recommended, was well educated, through 𝘔𝘢𝘳𝘵𝘪𝘯𝘰 and Danilo we have received a very good strategy. Are always available to ask questions.
If you have a goal in mind then you are in the right place.
All reviews and experiences about Kompass ankommen 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 01/07/2022 | Last update: 12/07/2023
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