revaluate AG

Competent advice, patient answering of all "stupid" questions and trusting conversations at eye level. I feel I am in good hands.

I have been working with revaluate AG on various matters since 2017. The advice is always very trustworthy and extremely competent! Many THANKS

At this point, I would like to say a big thank you to Jörg Bollmann and the entire team: This is not about a quick deal, but about the overall package and the people behind it.
I met Mr. Bollmann in a completely different context and we got to talking about finance. I thought that I was well positioned in this area, had made good decisions with my portfolio and the products I had used so far. However, with a big grin, he asked me a few questions that got me thinking.

So I watched the two videos, which were a super basis for the next steps and also gave them to my wife as homework. Although she doesn't like to deal with these topics, she also found the videos interesting and she approached me with questions.

The next step was to have an espresso conversation, which was so detailed that we probably could have had 15 espressos. Although this was not about payment, he took an extremely long time and I noticed right away that this was not about a quick conclusion, but that he scored with clear arguments and that I myself wanted to be looked after by him very quickly.

It was a long way to the conclusion, with many phone calls, on-site visits, WhatsApp messages (I had some old contracts that I had to cancel) and now we could finally implement the developed concept some time ago.

For 17 years, I have never felt so well taken care of and I am looking forward to many years of cooperation with Jörg Bollmann and the whole team.
Andreas Schack

The patient introduction to the market/money economy should be emphasized.

The subject of finance is a very important topic for me and should concern each of us. Whether it is building a house, family planning or retirement planning, everyone needs money to realize their dreams. With Revaluate I have found a company that works on a fee basis and accordingly independent. This has the great advantage that they can specifically address my wishes and goals and do not recommend the products where you can collect the most commission. The advice is therefore much more targeted and also more personal. I can recommend Revaluate with a clear conscience! Anyone who wants to do something good for their finances and their future plans has come to the right place.

Competent and professional good advice!

I came to revauate AG through the recommendation of a good consultant and have not regretted it at any time!
To start with, the two explanatory videos "Understanding Money" and "The Science of Investing" were presented, which strongly impressed even me, who has been working as a manager for 23 years.
My advisor, Jörg Bollmann with his team, worked out very good pension proposals for me, which I concluded without any changes after examination by my tax advisor.
In the course of the honrar consultation, which has now lasted more than two years, my previous forms of investment were also intensively examined and sensible adjustments were suggested.
I can and will recommend revaluate AG without reservation!

With revaluate, I was recommended a financial consultancy that struck me positively from the start.
I find it refreshing that, especially at the beginning, great emphasis is placed on the topic of "understanding money".
Also, the determination of the individual risk propensity and the subsequent investment planning, in conjunction with the regular personal exchange and review of the investment strategy, made it easy for me to feel comfortable with the support.

Personal competent advice and clear explanation of the procedures.

We have now been serviced for around 5 years and the implementation of our retirement planning strategy has become much simpler and more transparent. We clearly recommend the service of revaluate AG.

The preparation videos alone brought me enlightening moments. Really good!
My personal case was analyzed, the goals defined and implemented in a straightforward manner. Everything was completely transparent and without any hidden convolutions. Simply top-notch.
The app for tracking the financial situation is also very helpful.

The advice provided by revaluate AG takes into account our individual circumstances and is based on our personal ideas for shaping our lives. Specific suggestions during the consultation also point out issues that we had not previously considered - we find this very helpful.
The handling of the agreements made is serious and trustworthy. Overall, we feel that we are in very good hands with revaluate AG and appreciate the competent support we receive in all matters relating to our assets.

Very good advice and support. Great cloud tool in the background where I can upload all my important documents and always have insight into the development and current status of my finances and investments.

Thank you very much!

Very competent, professional and fair. One feels very well advised and in good hands. In all phases of the consultation up to the concrete investment and the further support, one receives the desired and needed support. This is how I imagined a professional consultation. Many thanks to Kerstin Lindemann and Jörg Bollmann.

The perception of personal living conditions, the transparency of procedures, the openness of communication are convincing.
M. Göbel/W. Klän

Only the feeling of a professional and competent consultation, which is converted into practice and realized, provides confidence and security between customer and advisor, as necessary condition of a constructive and harmonious co-operation, which has in the center humans as an end in itself and not as means to the end!!!

Very professional approach and convincing concept. Revaluate acts serious and trustworthy.
Offers very good opportunity to follow the investment. Reachable at any time without any problems.

The honesty and competence is authentic. Revaluate is for me personally, just right because I have no experience with money matters. I feel absolutely safe and very well taken care of. I would continue to invest if my finances allow it. Yours sincerely, Susanne Döring