Financial advice is a matter of trust. I advise you in a fiduciary and neutral way like a classical fee consultant (tax consultant or lawyer). In doing so, I try to put myself in your position as best as possible and make the recommendations that... I would implement in your place. I use the best tools on the market as well as in-house and self-developed analysis tools to implement individual customized solutions. In doing so, taboo topics of most "consultants" such as risks, return probabilities, disclosure of cost structures and other for many consultants "unpleasant" parameters are in focus and are openly addressed by me. The goal is that you have found an advisor who is able to implement the complete range of financial advice together with you in the best possible way. The quality of the advice corresponds to that of a family office, which is otherwise only reserved for very wealthy clients and thus a small target group.
In no time at all, an appointment was made to review and adjust my existing strategy for private retirement planning. Mr. Werlich took ample time for several discussions in which he presented the various approaches for my pension provision straightforwardly, yet always with a certain tact and sensitivity, and outlined a sensible solution. Openly, transparently and with a high degree of self-reflection, he evaluated my previous product and worked out the new product together with me and close to my ideas regarding the most ethical orientation possible: the Rürup pension. Even though the subject matter was challenging for me, I felt well advised at all times and ultimately signed the contract documents with a good gut feeling.
I am very satisfied with the advice I received from Mr. Werlich. Mr. Werlich is very competent, he can explain the facts, contexts and his considerations regarding recommendations very well. He also has a broad general knowledge.
He took time for the consultation and explanations and the appointments by phone and in person work easily, quickly, uncomplicated and reliable. I feel well advised and have complete confidence. I am very much looking forward to further cooperation.
Very sound and competent advice. The advisor responded exactly to my needs and was able to help me a lot to optimize my retirement provision, which has not been so good so far. I have been in contact with this advisor for about 1.5 years now and have already used several different products. I am convinced that I have found a top partner here for long-term management of my affairs.
Mr. Werlich is an excellent financial expert. I felt that I received competent and performance-enhancing advice in every aspect of the consultation. Every component of my financial concerns - from retirement planning, to low-risk/high-risk investments, to construction financing - was discussed in detail as well as understandably. In addition, Mr. Werlich is very personable; the discussion atmosphere was simply great!
The reason for our initial meeting was my wish to receive advice on a Rürup pension. In several telephone conversations, Mr. Werlich analyzed my personal and financial situation and advised me competently and fully about the existing options. Our cooperation has just begun and after the partly personal discussions that took place, I am looking forward to further cooperation.
Rüruprente + other investments for retirement provision
Individual top consulting with very high competence.
Mr. Werlich has shown me very openly and competently an analysis of the best options for my retirement provision. Very analytical approach with top solutions.
I can only recommend Mr. Werlich !!!
Mr. Wehrlich was able to communicate the topic of retirement provision with all its facets in an understandable way to me as a person completely unfamiliar with the subject and to determine an offer tailored to my needs. I felt very well advised and never had the feeling that I was being "talked into" something in order to earn the highest possible commission. Even after the contract was signed, Mr. Wehrlich was available to answer any questions that arose. I can therefore recommend him without reservation.
As far as the current state of affairs is concerned, I can only thank Mr. Werlich. It is certain that I am 100% successful in the relevant financial matters thanks to his competent
advice I have been successful. Investment advice, retirement planning and insurance have resulted in a package that is suitably modeled for me. We have been working together since 2011 and I can recommend him with conviction.
I have nothing but compliments for Mr. Werlich. I first contacted him for advice on the Rürup pension. Then, at my request, there was a complete target/actual analysis of my personal financial situation. He is an absolutely trustworthy, reliable and, above all, competent financial advisor. He always has the customer and his overall situation in mind. His calculations and analyses are so to the point. With him, nothing is calculated beautifully or even faded out. For me, that is real financial advice. He is probably a great exception. He gives an honest answer to every critical question. He doesn't beat around the bush, but always speaks plainly. For me, this is what made him stand out. His analyses have made a strong impression on me, I now see my world with different eyes.
He is definitely to be recommended: 100% YES! THANK YOU!!!
In my experience with Mr. Werlich, he is a very competent contact person on the subject of finance and, in my case, retirement provision. He has a great deal of expertise and knows how to convey this to the customer in a very understandable way without "pitching" other products. I can highly recommend Mr. Werlich and will contact him again if I have any questions about finances in the future.
Mr. Werlich is a very pleasant conversational partner who always manages to wrap up these so dry, numbers-oriented topics in cheerful lightness. In doing so, he never loses sight of his goal of optimizing my personal financial situation by means of given opportunities. I was particularly pleased to learn that I do NOT have to invest MORE, but only elsewhere, in order to achieve a higher result. Mr. Werlich's extraordinary professional competence is based on his wide range of experience and is therefore GUARANTEE for INDIVIDUAL TOP - ADVICE.
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Profile active since 07/24/2017 | Last update: 09/21/2023
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