Money is still considered a taboo subject, even though it is a fundamental resource of our society. We believe that this does not have to be the case. We are rethinking and redesigning finance, consulting, insurance and brokerage to get the topic... of money out of the taboo zone and so that the financial industry helps people.
Our vision is a world in which everyone can live healthily with their money and it is the basis of a fulfilled life according to their ideas. A world in which money serves people, not the other way around. A world where money is a means to an end and together we figure out what that individual end is for everyone. A world in which everyone evaluates risks correctly and can act accordingly. A world in which everyone uses their money in a way that is good for them and for society in the long term.
We tell you what you can do with your money. And what you don't have to do.
The PROGRESS financial planner team was very reliable, competent and friendly. Our counselor was always available for us, even at short notice. Thanks to him, we were able to get clarity on all aspects of our finances, ask and get answered a thousand questions, and be inspired. We thank PROGRESS from the bottom of our hearts and can absolutely recommend it!
If I had found out sooner that financial advice can be as it is at Progress, human, emphatic and paired with individual, honest and understandable advice, I would have taken this step long ago - absolutely recommendable!
While at the beginning of our collaboration with Stephan we did not yet know where our common path would lead us, it became clear to us relatively quickly that what is offered is 100% individually negotiated and tailored to our not always entirely uniform needs. This always in an effort to achieve a high level of transparency in terms of costs and working methods.
I became aware of PROGRESS on the Internet and was immediately enthusiastic about the concept. I found the advice very comprehensive, the contact was always open and sympathetic. I felt in good hands, although there were small misunderstandings in between. Thank you very much for your patience! I am very satisfied with the result, but the price was a little too high for me as a student. Whether the investment was worth it, the future will show - but I can imagine it well.
To recommend! All my life circumstances were taken up, so my first consultation so far was a very personal experience. I particularly liked the fact that despite the difficult topic, a relaxed atmosphere was created.
Of course, an individual consultation can only take place after getting to know me as a person, my circumstances and my ideas. This required quite extensive preparatory work (homework) on my part and was new to me in this way. Accordingly, it did not come as usual, after the first 2 to 3 meetings, immediately to the contract.
I liked this thoroughness.
At our meetings there is always an open atmosphere, there are no taboo topics and I have the feeling that we are looking together for a concept that actually meets my needs.
When I think about my insurances, finances and provisions, I have a good gut feeling and I am satisfied.
I was always dissatisfied with my previous experiences in financial consulting. Previously, I only knew dependent financial advisors who only had access to proprietary products, or freelance financial advisors who quickly made me feel that their own commission was more important than my real needs. Progress has solved this well. Fee-based consulting means that the advice is independent of commissions and free to choose products. So in the end, what is really best for me can be selected on the financial market.
In addition, Progress takes the approach of first getting to know a person's personality before then delving into topics that affect finances. On the one hand, this leads to a human and personal contact that I did not know from financial consultations before, and on the other hand, it reveals what is really important to me personally. Financial products are then sought out to match this, and at all times I had the feeling that I was free to make my own decisions. All in all, I feel well positioned through the consultation and in the end only equipped with the things that I really need for myself.
To make sure that you have both feet on the ground and don't do anything wrong for yourself, Progress is really great. You get great advice and have the feeling that you're doing everything right for yourself, even though you're not really familiar with insurance and finance.
As a scientist I don't like to deal with finances and insurances, but I know that these things should have a high priority in my life. Thanks to Progress, this vexed topic - despite many life changes (wedding, house purchase, animal addition, etc.) in a short time - was quickly and (for me) extremely relaxed brought up to date.'While with other consultants I often have the feeling that I have to critically question their statements in order not to conclude anything wrong, with Progress I feel honestly advised and well insured. Merci beaucoup Stephan, Tom and Claudia!
For us as a married couple with two small children, it was long time to tackle the topic of "finances and insurance". And despite the very unsettled times (new family member and Corona), we always felt well advised. We were accompanied through the process with gentle pressure and, above all, with good understanding and know-how - and will continue to be. In doing so, it is a big plus for us that we do not feel "milked" (contract signed and goodbye), but rather feel well taken care of and continue to be accompanied. Keep it up!!!
Even when things are stressful for you personally and you miss some deadlines, both guys are always patient, friendly and understand the situation. I really appreciate that and look forward to more years with them.
Great team, great work! Keep it up! You have managed to do what other financial people can't: To mediate correctly, to enlighten and to advise without talking people up. You have made the impossible possible and conveyed a feeling of being in good hands. Thank you very much!
I have never experienced such "human" advice. It's great to experience that there are people for whom authenticity, honesty and attentive directness are important values, even when it comes to financial issues.
I feel very well taken care of at Progress.
Hi Stephan. Now that I don't have any homework to do, I just wanted to write to you and tell you how great I think it is to know you and your company. I find your approach to offer consulting for money without commissions still totally cool. I had already written to you that the price also hurts me. But I notice just, that for it also a large permanent topics, namely the question whether that is so correct with the insurances everything, is simply times away. No more worries in this area. Simply clarity about where I stand and what still needs to be done. And that is super. I am also always very taken by how you manage to carry out the topic of financial advice on such a personal level. Just feel complimented all around by me. Thank you for everything you have done for me so far.
The intention with which I went to Progress was to finally take the subject of insurance into my own hands, to understand it and perhaps also to find a certain joy in dealing with these important topics in life. And I have to say: I was not disappointed - quite the opposite. Due to the high transparency, the structure in the processes, the communication at eye level, where every question, no matter how stupid, is no longer labeled as stupid, I have begun to understand things, to penetrate and to make decisions independently - decisions that fit me as a person. Thank you for your great work and the great concept!
8 months ago I got in touch with Progress to bring my finances and insurances and everything around it into a structure. It was important to me not to just hand off the responsibility and challenges with that. I didn't want anyone to just make the decisions for me. Financial planning with Stephan and Tom is not just a transaction but a process at eye level. This way I feel empowered to make informed decisions and feel confident with the complete topic. Thank you to the entire Progress team!
All reviews and experiences about PROGRESS Finanzplaner 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 01/31/2019 | Last update: 06/20/2022
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