Since 1995, we have been offering independent financial advice and the neutrality of a finance and insurance broker in Cologne, Bergisch Gladbach and on the right bank of the Rhine.
Sustainability is and becomes more and more a very important... issue in investing money through investment funds, while sustainable management and a good return on funds are not mutually exclusive.
In addition to investment consulting, the green idea also plays an important role in old-age provision and various insurance policies.
(e.g. in the building insurance / residential building insurance) and insurance services an ever stronger role.
An important core concern for us is to bring the issue of occupational disability and disability insurance to the fore among young working citizens.
Sometimes it's better to spend two hours thinking about money together than to spend a year working for it.
What do we start with in a new contact?
Quite simply: with listening.
Mr. van Triel is what I would call a thorough businessman. He goes into phone calls or meetings with an unusual amount of time and thoroughness. His emails are detailed and contain many explanations. Callbacks are always prompt and he is a comprehensive advisor and never just a salesman.
I got to know Mr. van Triel as an advisor to my parents, whom he has been advising for over 25 years to their complete satisfaction in all financial and insurance matters. I have now made my own experience in the context of an occupational disability insurance and am absolutely thrilled by his approach, diligence and patience. Definitely to be recommended.
Mr. van Triel always dealt with my personal wishes in detail and competently. His suggestions were comprehensible and provided me with a framework for incorporating my personal considerations. He also provided me with information on the state of affairs at all times during the processing. I am sure that this will also be the case in the future in case of changes.
I can unreservedly recommend Mr. van Triel in insurance and financial matters.
Mr. van Triel is a very competent advisor in insurance matters. I took out a new liability insurance policy and an occupational disability insurance policy with him. The subject area of occupational disability insurance in particular is quite complex in my opinion. He takes the time to advise you comprehensively beforehand, so that as a layman in the field, no questions remain unanswered afterwards. He makes good use of his many years of experience as an insurance broker when giving advice.
Overall, I am very satisfied with the cooperation and can recommend Mr. van Triel without reservation.
Robert has represented me and our family for over 30 years. His calm manner and ability to make even difficult issues understandable to the layman distinguish him. From home contents to life insurance, the consultations have always been excellent. However, one should also take time for it. In 5 minutes, as online portals like to promise, most topics are not settled. For my disability insurance, we have already invested a few hours. His meticulousness gives me the confidence not to experience any unpleasant surprises in the event of a claim.
Mr. van Triel takes care of insurance and pension matters unobtrusively, carefully, conscientiously and (that's the impression we get) in the interest of the customer. If you want to conclude your policies cleanly and reliably, this is the right place!
The cooperation with Mr. van Triel was very professional from the moment of the first contact, but at the same time very human, so that I could build up a good basis of trust with him very quickly.
At all times, Mr. van Triel responded to my individual wishes and objectives, whereby his extensive expertise helped me a great deal in my decisions.
Basically, I can give Mr. van Triel 5 stars for the entire cooperation without any deductions.
I can recommend Robert van Triel in all conscience.
Super advice, very conscientious individual product advice, which sometimes takes a little time, however. But I like to take the time, because I can conclude such dry and complex topics as occupational disability insurance or building insurance permanently with a very good feeling.
I would therefore like to take this opportunity to thank Mr. van Triel for his many years of excellent support.
The cooperation with Mr. van Triel was and is characterized by great professionalism. The personal situation and the clarification of even long-term expectations and investment horizons always play a key role in his advice and recommendations. Thus, I always feel well advised and competently accompanied in the design of my fund portfolio.
I can only recommend Mr. Van Triel, he has been looking after us for many years (about 18 years).
He is always contact person in all situations.
Whether insurance, investments, damage reports.....
One always has a very good contact person!
We are grateful that Mr. Van Triel us in every situation stands by the side ...
Questions, changes, suggestions and also new no problem!
He explains everything in such detail that no questions remain open!
We have often recommended him!
We were extremely satisfied with the advice we received on supplementary hospital insurance. Mr. van Triel had provided us with a very detailed and easily understandable overview of various offers with all benefits and costs. That was very helpful for the decision.
I particularly like Mr. van Triel's calm and structured way of explaining facts that are far outside my knowledge of the financial sector. His approach to creating an initial contact for unfamiliar products and topics demonstrates empathy. Overall, I feel perceived as a customer, even though I have little prior knowledge. In this respect, it is particularly important for me that the impression is not created that the advisor's advantage is the primary concern. I haven't had this impression for a single second in the five years we've been working together. A decisive prerequisite for me.
I appreciate Mr. vant Triel's work as approachable and extremely conscientious. A reliable factor in the handling of my financial and insurance transactions.
I have been working with Mr. van Triel for more than 3 years and am very satisfied with the consulting. He is able to explain complex topics clearly and gives me the feeling that the consultation is about my needs and not about the interests of the consultant.
Mr. van Triel gives me interesting food for thought and hints as to which products make sense for me, but he is also happy to take up issues that I raise. He gives professional advice and also warns of risks, especially in the area of funds and retirement provisions. He also offers individual options through various products and providers.
In other consultations, I have often experienced that the respective product of provider XY is the best and greatest, and that I have to conclude something in any case, preferably immediately. Mr. van Triel usually makes at least 2 suggestions, explains the pros and cons and is happy to give you time to think about it. He inquires with me in intervals fixed by me and always keeps me informed about relevant changes.
I can highly recommend Mr. van Triel, whether you are a newcomer or a supposed expert, you always learn something new.
Robert van Triel is a highly respected industry colleague to whom I am happy to refer clients in the areas of property insurance and investment. He has top-notch expertise and is exemplary in his use of social networks to provide clients and prospects with relevant info in a timely manner.
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Profile active since 06/04/2015 | Last update: 12/05/2023
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