I have known Matthias more closely for perhaps two years now, as of August 2022.
Even during this time, however, I have been left with the impression of an extremely
competent and at the same time human person.
Because let's be honest - "financial advisor", the word alone often makes one pause
suspiciously, especially since in my personal environment in the late nineties there was a blatant
nineties there was also a blatant case of - as I found it - investment fraud and
and deliberate misadvice. Against this background, I am very impressed.
In particular, on the topics of occupational disability insurance and stock investment
Matthias was able to help me specifically and in a way that suited me personally.
I particularly appreciate his approach of embedding decisions about individual
financial products into an overall financial plan or framework of thinking on the topic of
framework on the topic of money as a whole and to show the connection between the products.
products. After all, let's not kid ourselves - as an investor, I'm clearly
personally responsible for all my financial decisions, but after a full
full time week at work I do not read in the evening with the magnifying glass each 80 sides text
from six different insurers or fund companies. And anyone who, as a layman
always and in every case knows the technical terms and special
industry phrases in these pamphlets down to the smallest detail, is fibbing.
If you are honest with yourself, you will realize that, despite all the reading you will not be able to avoid
the only question is the quality of the advice.
And it is precisely this balance of professional competence, trustworthiness and the ability to
and the ability to take a holistic view of money is something Matthias achieves superbly.
I also find it pleasant that he refrains from any kind of comical showiness or
impressing with any financial gobbledygook, denglish and the like.
the like. Terms or contexts that are unknown to me or not very familiar (e.g. in asset allocation).
(e.g. in asset allocation) Matthias always explained immediately and my own questions or
questions or alternative suggestions seriously.
I cannot name any weak points. Of the financial advisors, coaches and
consultants I have met in the course of my life, Matthias is one of the best.
one of the best. I look forward to many more years of working with him.
through a person who unfortunately no longer keeps in touch with me, you joined me, which is now also 3 years ago and stayed with me. Since then, much has changed in your life, including much in the positive and we could already effectively implement one or the other tip & trick on the financial market with you. More will follow in the future, I look forward to learning and applying them with you as well, if it's possible. 😊