With Phoenix Capital Solutions we have consciously decided to go new ways. With us, you won't find any lengthy, complicated consultations where you end up with what feels like 5 kilos of paper printed out to take home. It is important to us that... you understand all our recommendations and insurance concepts in the long term. We don't use complicated insurance language, but provide you with the most important facts in easy-to-understand language (and without 5 kilos of paper ...)
In principle, you can imagine us as follows. We see ourselves as a mixture of Check24 and a regional insurance broker. You have the advantages of both worlds. Spatial distance does not play a role for our consulting, we serve the majority of our customers completely location-independent and digitally. However, you are also welcome to drop by our office for a coffee at any time. We are not a pure online broker with an office at home, which you will never see in real life.
We have been very satisfied with the consultation. Kevin takes his time, is available for questions, and has found an insurance with a good price / performance ratio for us. I can really recommend Kevin!
The company offers a wide range of individual services to suit every customer. The personal staff responds promptly to concerns and provides very competent and understandable advice. I am very satisfied so far.
Before I took advantage of the advice of Phoenix CS, I had little idea about finances and no structure in my spending and insurance.
Through the advice of Kevin and his team, we were able to replace my existing and completely overpriced insurances (as well as pension and disability) with cheaper and above all sensible insurances.
In addition, we replaced my very expensive stock funds at my bank with profitable ETFs.
All in all, it was a very good decision to seek the advice of Phoenix CS and I can recommend everyone to take advantage of the free advice.
Mr. Wilhelm advised me very well on the options for old-age provision. You could tell that he is passionate about the subject and really knows his stuff. I was able to save money on my existing insurance policies and am better covered at the same time. Thank you for that!
I was referred to the Phoenix team and Mr. Wilhelm through my friend, who is a Phoenix customer. I wanted to inquire about an occupational disability insurance. Due to pre-existing health conditions, I knew that it would not be easy to get a disability insurance. Mr. Wilhelm took a lot of time and effort to find an insurance company that would take me as a customer. Now after 3 months it has finally worked out and I am very satisfied. Didn't think it would work out after all. Thank you so much!!!
Due to the exclusively positive reviews, I was skeptical at first. They were also presented in the consulting rooms at the company's premises. Accordingly, my expectations were high. However, these were literally exceeded. In the initial meeting, it was explained in detail how the company works and it was almost exclusively about me and my personal goals and plans and not about any financial products. In the following conversations, my personal situation was completely analyzed and various options were shown and explained to me. It was emphasized again and again how important it is to understand the financial products and the strategy behind them. In the end, I decided in favor of securing my working capacity and a fund savings plan. Through a market comparison and a super occupational assessment with the help of an occupational questionnaire, I was able to conclude my occupational disability insurance at very good conditions. I hope the recommended fund suggestions are just as profitable. I can unreservedly recommend the consultation with Phoenix Capital Solutions and Mr. Wilhelm. Keep it up!
Kevin assisted me in the purchase of my first investment property. I was able to purchase it at a more than fair price and super rented. During the whole process he was always available for me even on weekends. I felt in good hands and safe during the whole time. The support also extended far beyond the activities of a normal broker. He took over the rental agreement with the new tenant for me and also helped me with the service charge statement. Afterwards, I got access to many useful documents and templates that make life easier for me as a landlord. Many thanks to the entire Phoenix team for the great work!
Thank you for the very good advice. Here you are shown how you can effectively save money / invest (eg real estate, retirement). The price-performance ratio of the fee consulting was good. A reasonable price for a qualitatively very good product. MfG Bernd
Many thanks for your great support! Finally, someone has explained the matter to me simply, competently, clearly and transparently. I will definitely transfer my share portfolio to you and look forward to a good cooperation in the coming years! Keep up the good work!
I would like to thank you for the good and competent advice. The follow-up loan for our property was due and they helped us save a lot of money. Here, our entire contract portfolio was examined and we were able to separate from unfavorable old contracts for retirement provision or change. I think that the costs for a fee-based consultation were completely appropriate and justified in terms of the result.
I have been a customer of Kevin's for a long time and have never regretted the decision to become a customer of his. I am accustomed to always honest and competent advice from him. Clear recommendation!
Super advice. I have been advised by Kevin on the subject of asset accumulation. I am very satisfied. We set up a strategy for me 3 years ago. So far everything has paid off. My investment strategy has been consistently all positive. Despite Corona..
Mr. Wilhelm advised me very well on the options for retirement planning. You could tell that he is passionate about real estate and really knows his stuff. I was able to save money on my existing insurance policies and am better covered at the same time. Thanks for that! Top fee consulting!
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Profile active since 09/25/2020 | Last update: 05/05/2022
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